What are the responsibilities and job description for the Investment Research Analyst position at BBR Partners?

BBR Partners is a premiere boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being.

The firm was founded in early 2000 and for over 20 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans!

The Analyst, Investment Research is primarily responsible for conducting manager and investment due diligence. This includes qualitatively and quantitatively assessing the viability of various investment strategies both broadly across high-net-worth clients as well as specifically within individual clients’ portfolios. Over time, you'll be an active participant in internal discussions regarding various investment strategies as well as external discussions with clients and prospective clients. The right candidate values collaboration and exhibits exceptional communication skills and a passion for wealth and investment management.

Your Responsibilities :

Investment Research

Work collaboratively within the Investment Research team to source, diligence, and implement investment strategies for our clients
Act as the main point-of-contact within the Investment Research for specific investment strategies
Execute searches and perform initial due diligence on a variety of investment strategies
Performs ongoing due diligence on investment manager portfolios, businesses, and operations
Perform ad-hoc investment research projects as needed
Collaborate with Client Advisory team to serve clients when appropriate and recommend adjustments based on changes in clients’ circumstances

Client and Prospective Client Coverage

Be an active participant in client and prospect meetings, describing and providing confidence in our investment approach as well as educating clients and prospects on complex investment strategies

Assist in providing our clients with comprehensive analysis and views on the market environment

Assist in business development activities such as attending networking events and prospective client meetings, while representing BBR in a thoughtful manner

Serve as internal investment professional to Client Advisory team members in helping position our investment philosophy and wealth management services in innovative and attractive ways for prospective and existing clients

Preferred Qualifications :

0-2 years of demonstrated interest or experience in investment management

Ability to independently source and analyze investment ideas, and utilize relationships to provide additional insight

Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills

Attention to detail, and ability to juggle multiple tasks, respond to changing priorities, and meet deadlines

Strong knowledge in investment management concepts and theory particularly relating to asset allocation, portfolio construction and strategy selection

Base-level understanding of business, legal, and accounting issues involved in the evaluation of investments

Superior written and verbal communication skills and fluency with Excel, Bloomberg, and other essential computer programs / data systems

Proven track record of excellence in working within a team and preferably managing and mentoring others

High ethical and professional standards

What We Offer :

Opportunity to work with and learn from accomplished colleagues in an entrepreneurial and fast paced environment

Competitive base salary, bonus, and incentive compensation over time

Company subsidized health insurance for employee, partner, and dependents

Life insurance, short-term & long-term disability coverage

401K plan, pre-tax transit and parking program and flexible spending programs for medical and dependent care

Flexible time off and paid parental leave

New office space with a variety of perks and amenities

Hybrid remote work environment, “Work from Anywhere” weeks, casual dress as appropriate

Additional Information :

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $75,000 and $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department / team performance, and market factors.

Salary : $75,000 - $85,000

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