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Brown Brothers Harriman · 6 hours ago

Director of Investment Advisory

New York, United States

Full-time

Onsite

Director/Executive

$200K/yr - $250K/yr

15+ years exp

Brown Brothers Harriman is a premier global financial services firm, known for premium service and specialist expertise. They are seeking a Head of Investment Advisory to support and grow their Single Family Office client base by providing investment advisory services, enhancing client engagement, and establishing trusted relationships.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Engage as a credible, unbiased thought partner to SFO prospects, providing asset allocation, portfolio construction, manager diligence, and risk management advice

Actively participate in client and prospect meetings, contributing investment insights, identifying investment objectives and goals, and strengthening client engagement

Work closely with IRG and internal investment management teams to stay abreast of proprietary internal strategies and products, which when appropriate should be positioned as portfolio solutions

Conduct reviews of external, off-platform investment managers, ensuring proper due diligence and alignment with client mandates

Cultivate network of investment professionals in the family office universe to gain introductions and referrals to BBH

Monitor trends across asset classes, including alternative investments, public equity, and fixed income

Work with IRG to stay apprised of developments at managers on the BBH investment platform

Collaborate with RM teams to support large, complex hybrid / partially discretionary mandates

Help build out Investment Advisory team including recruiting, coaching, and training junior talent

Establish BBH as a thought-leader in the family office space, and collaborate with internal teams to generate relevant content to help us engage with clients and prospects (articles, white papers, speaking engagements, events)

Analyze market and macroeconomic developments that may influence portfolio construction or other investment decisions

Serve as an avid reader, staying informed of industry trends and research papers, highlighting areas of interest to the rest of the team

Qualification

Investment AdvisoryPortfolio ConstructionAsset AllocationManager SelectionCFAData AnalysisMarket AnalysisCommunication SkillsInterpersonal SkillsTeam CollaborationCritical ThinkingIntegrity

Required

BA or equivalent, graduate school degree and/or CFA a plus

15+ years of relevant investment experience

Proven ability to engage with ultra high-net-worth individuals and family offices, raise capital, and distribute investment products

Extensive network within the family office and wealth management ecosystem

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

Demonstrated ability to work in a team environment in a collaborative way

Strong quantitative and qualitative analysis skills

Strong conceptual and critical thinking skills

Highest level of integrity and professional standards

Benefits

High-quality benefits program emphasizing good health, financial security, and peace of mind

Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

Volunteer opportunities to give back to your community and help transform the lives of others

Investment in tailored professional development opportunities

An environment that enables you to step outside your role to add value

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)