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Brown Brothers Harriman · 1 week ago

Client Portfolio Manager

Philadelphia, PA

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service and specialist expertise. The Client Portfolio Manager will represent multi-asset class investment portfolios, work closely with clients and internal teams, and communicate investment strategies and performance to clients.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Serve as an IRG investment expert for BBH’s taxable and non-taxable clients, effectively communicating on our investment philosophy and portfolio approach to our clients

Work with the Investment Team to stay current on portfolios and communicate with clients about various managers and performance

Participate in client meetings and document key takeaways; ensure deliverables are met on a timely basis

Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios that will aid in investment decision making, including private equity modeling, portfolio look-throughs, capital gains and other tax information

Take the lead on monitoring legacy managers or individual holdings that are in client portfolios, but which are not covered by the Investment Research Team

Actively engage in IRG investment discussions and decision-making processes

Support Relationship Managers by providing information related to the investment platform and assisting with data and other information requests

Create timely client-specific materials, reports, and thought pieces to address client needs

Draft communications for relationship teams including, but not limited to: 1-pagers that summarize key data for each manager, top 10 investment holdings summaries, and Ad Hoc commentary (think: performance update, moved to watch list, personnel turnover, etc.)

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

Qualification

Investment acumenClient relationship managementPortfolio managementCFA/CAIA certificationQuantitative analysisMicrosoft OfficeInterpersonal skillsWritten communicationTeam collaborationCritical thinking

Required

BA or Equivalent

8+ years of relevant investment-related experience

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

Demonstrated ability to work in a collaborative team environment

Strong quantitative and qualitative analysis skills, including data analysis

Experience managing and/or mentoring colleagues

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

Preferred

advanced degree and/or CFA/CAIA a plus

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

Company

Brown Brothers Harriman

Glassdoor3.7

Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.

Founded in 1995

New York, New York, USA

5001-10000 employees

http://www.bbh.com

H1B Sponsorship

Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)