Brown Brothers Harriman (BBH)
Director of Investment Advisory and Client Portfolio Management
New York · Director
Sponsorship not specified$200k-$250kDetected 30 days ago
RESTData AnalysisExcelAvidResearchLeadershipCommunicationCritical ThinkingMentoringMicrosoft OfficeCFA
About the role
- At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships.
- We know that supporting your professional and personal goals is the best way to help our clients and advance our business.
- Portfolio Analysis & Monitoring - Serve as an IRG investment expert for BBH's taxable and non-taxable clients.
Responsibilities
- Develop and implement client portfolio analytical frameworks to assist Relationship Managers in investment decision making, including private equity modeling, portfolio look-throughs, capital gains and other tax information, etc.
- Take the lead on monitoring managers that are in client portfolios, but which are not covered by the Investment Research Team.
- Support IRG with other miscellaneous and/or ad-hoc investment-related research projects.
- Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges.
- Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts.
- Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
- Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers.
Requirements
- 15+ years of relevant investment experience
- Proven ability to engage with ultra high-net-worth individuals
- Experience with Microsoft Office Products, particularly Excel, required
- Demonstrated ability to work in a team environment in a collaborative way
- Opportunities to grow your expertise and take on new challenges
- Exceptional data analysis
- Exceptional written/verbal communication skills and a passion for client service
- Strong attention to detail
- Strong interpersonal skills
- Demonstrated interest in and passion for investing
- Strong quantitative and qualitative analysis skills
- Strong conceptual and critical thinking skills
- Highest level of integrity and professional standards
- What We Offer:
Nice to have
- BA or Equivalent, Graduate School degree or CFA a plus
Skills
- Portfolio Analysis & Monitoring
- Produce timely thought pieces to address frequently asked client questions.
- Actively engage in IRG investment discussions and decision-making processes.
- Reporting & Relationship Management
- Create client-specific materials and reports as needed.
- Respond to front office inquiries and data requests.
- Delivering for our clients and each other energizes us.
- BBHers can pick up the phone and call any colleague, and they are happy to help.
Compensation
- $200,000-$250,000 plus annual incentive.
- BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing.
- The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations.
Benefits
- High-quality benefits program emphasizing good health, financial security, and peace of mind
- Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
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