Brown Brothers Harriman (BBH)

Brown Brothers Harriman (BBH)

IRG Client Portfolio Manager

Chicago

Sponsorship not specified$140k-$190kDetected 8 days ago
ExcelResearchCommunicationCritical ThinkingMentoringPublic SpeakingMicrosoft 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.
  • Currently IRG oversees an asset base in excess of $56 billion dollars that is invested in over 25 different internal and external investment strategies.

Responsibilities

  • 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

  • 8+ years of relevant investment-related experience.
  • Demonstrated ability to work in a collaborative team environment
  • Experience managing and/or mentoring colleagues.
  • Experience with Microsoft Office Products, particularly PowerPoint and Excel, required
  • Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
  • In addition to a strong work ethic, unquestioned integrity, a demonstrated record of professional success, and sound judgement, candidates should possess the following:
  • Has a blend of both investment acumen and client experience to be a successful Client Portfolio Manager representing our business with our clients.
  • Demonstrated interest in, along with ability, to represent a multi-asset class portfolio of exceptional investment managers.
  • Strong conceptual and critical thinking skills.
  • Excellent interpersonal skills and the ability to build trusted relationships with clients and colleagues.
  • Outstanding written and verbal communication skills.
  • Strong quantitative and qualitative analysis skills, including data analysis.
  • Salary Range

Nice to have

  • BA or Equivalent, advanced degree and/or CFA/CAIA a plus
  • Knowledge of BBH products, practices and investment philosophy, a plus

Skills

  • Actively engage in IRG investment discussions and decision-making processes.
  • 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

  • IL: $140,000 - $190,000 base salary + annual bonus target
  • BBH and its affiliates' 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

  • 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.

Company info

  • Participate as needed in the process to onboard new client relationships
  • Assist with overseeing the management of timely and thoughtful responses to Relationship Management /client enquiries, including the effective organization and streamlining of all responses and FAQs.
  • Assist with developing a process for CPMS to assist the Relationship Managers in ensuring that client portfolios are managed in accordance with the investment policy statement.
  • Recommend rebalancing recommendations when markets move portfolios away from targets.
  • Monitor and analyze portfolio exposure data for client policy portfolios.
  • Analyze market and macroeconomic developments that may influence portfolio construction or other investment decisions.
  • While we invest bottom-up, we worry top-down about risks that could impact the portfolio - assist in writing market commentary that inspires client confidence that we are monitoring all potential risks
  • Stay informed of industry trends, investment manager updates, market and macroeconomic developments that may influence portfolio construction or Front Office/client communication.
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