Senior Portfolio Analyst

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. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Join us as a Senior Portfolio Analyst

The BBH Investment Research Group (IRG) is the centralized investment team within BBH’s Multi-Family Office (MFO) business that is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related decisions for our clients. Currently IRG oversees an asset base in excess of $50 billion dollars that is invested in over 25 different internal and external investment strategies.

As part of IRG’s dual mission of delivering investment excellence and inspiring client confidence, we recently launched the Client Portfolio Management & Strategy (“CPMS”) team, which is responsible for communicating our best investment thinking to our client teams and our clients.

This Senior Portfolio Analyst position is a newly created role, reporting directly to the Head CPMS. The CPMS team is integrated into the investment team, remaining current and informed on investment managers and portfolio strategy.

The CPMS team works closely with 1) the Investment Research Team in IRG, keeping abreast of investment philosophy and approach, manager selection and market updates; 2) the Relationship Managers to ensure that clients’ portfolios reflect IRG’s best thinking, balanced with each client’s respective goals and objectives; and 3) the Investment Operations & Analytics Team within IRG, which is responsible for executing IRG decisions, including manager onboarding and technology implementation.

The Senior Portfolio Analyst supports client portfolio management for our multi-asset class investment positions. This role is responsible for supporting the senior CPMS team on Front Office and client facing activities, including portfolio insights, research projects, client communication, client presentations and other ad-hoc analyses. The ideal candidate will have experience in investing/investment writing, creative presentation content and analytical support.  Investment collateral produced by CPMS can include macroeconomics, investment themes, portfolio composition, performance and characteristics, rationale for holdings and investment decisions at both an investment manager and a portfolio level. It will be important to stay abreast of the markets as well as developments with all managers on the BBH investment platform.

While headquartered in New York City, the CPMS team has responsibility for Front Office and client facing activities across our US offices which in addition to New York, include Boston, Charlotte, Chicago, Houston, Nashville and Philadelphia. We are open to applications from candidates who might be seeking to be located in one of these offices, with periodic travel to other offices and the IRG team in New York City, as needed.

Some of your key responsibilities include:  

Client Relationship Management

• Lead the management of timely and thoughtful responses to Relationship Management /client enquiries, including the PB.IRG email inbox and effective organization and streamlining of all responses and FAQs.

• Draft communications for the Front Office and creating client-specific materials that proactively address client needs, including ad-hoc commentary, performance updates, portfolio focused slide content, thought pieces and reports.

Asset Allocation, Market Analysis and Content Generation

• Prepare high quality presentation content for Front Office and client materials.

• 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.

• 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.

Portfolio Management Support

• Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios that will aid in investment decision making and provide value-add to our clients.

• Monitor key meeting takeaways and assist with ensuring that deliverables are met on a timely basis.

• Actively engage in IRG team discussions and work closely with IRG colleagues on existing and legacy investment manager developments.

Client Portfolio Management

• Serve as an expert on our investment managers and portfolio approach to effectively communicate our intent approach and benefits to our clients.

• Oversee periodic review update of marketing collateral and client reporting materials

• Produce written market commentary for (monthly, quarterly, ad-hoc) dissemination to front office, client and prospects as appropriate.

Qualifications:

• BA or Equivalent, advanced degree and/or CFA/CAIA a plus

• 5 years of relevant professional experience

• Has an interest in, along with ability, to represent a multi-asset class portfolio of exceptional investment managers, along with analyzing top-down investment and macro themes and risks. 

• Has a blend of both investment acumen and client service experience or has the strong potential to be in a client investment specialist role, with a potential path to ultimately become a dedicated Client Portfolio Manager for our Front Office team.

• Collaborative, proactive and solution-oriented professional, who is organized, client-oriented and has a mindset of “going the extra mile”, in addition to enjoying and working in a fun and continuous learning environment!

• Accountability, a strong work ethic, unquestioned integrity and a record of strong professional performance are all important to ensure that our team achieves its goals to deliver investment excellence and inspire client confidence.

• Ability to prioritize multiple tasks while ensuring deadlines are met with high-quality deliverables

• Strong communicator, both written and verbal, with exceptional attention to detail

• Strong conceptual and critical thinking skills

• Knowledge of BBH products, practices and investment philosophy, a plus

• Experience with Microsoft Office Products, particularly PowerPoint and Excel, required

   

Salary Range

$130,000-$160,000

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. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

 

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

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. 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. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. 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. Because we know, our success begins with yours.

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.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Salary : $130,000 - $160,000