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Brown Brothers Harriman · 2 weeks ago

Director of Investment Advisory and Client Portfolio Management

New York, United States

Full-time

Onsite

Director/Executive

$200K/yr - $250K/yr

15+ years exp

Brown Brothers Harriman (BBH) is a premier global financial services firm, currently seeking an experienced professional to join as Head of Client Portfolio Management & Strategy. This role involves overseeing client portfolio management, asset allocation, and providing market updates while leading a small team to support Relationship Managers and clients.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Portfolio Analysis & Monitoring

Serve as an IRG investment expert for BBH’s taxable and non-taxable clients. Participate in client meetings, as appropriate, and prepare summary memos documenting meeting discussions and key takeaways; Ensure that all deliverables are met on a timely basis

Develop and implement client portfolio analytical frameworks to assist Relationship Managers in investment decision making, including private equity modeling, portfolio look-throughs, capital gains and other tax information, etc

Work with the IRG Investment Team to stay abreast of manager developments and be able to speak to clients about performance, themes, opportunity set, and individual manager holdings

Take the lead on monitoring managers that are in client portfolios, but which are not covered by the Investment Research Team. Examples may include legacy private equity investment and hedge funds, individual public securities that have been distributed by venture capital funds, etc

Produce timely thought pieces to address frequently asked client questions

Actively engage in IRG investment discussions and decision-making processes

Create client-specific materials and reports as needed

Respond to front office inquiries and data requests

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 in the process to onboard new client relationships

Working with Relationship Managers, ensure that client portfolios are managed in accordance with the investment policy statement

Be proactive about 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

Produce external-use and internal-use thought pieces surrounding such research, as well as commentary related to the investment portfolio

Support IRG with other miscellaneous and/or ad-hoc investment-related research projects

Prepare for, and attend, various internal BBH investment-related meetings (e.g., IRG weekly meetings, IRG Oversight Group, Private Bank Investment Oversight Committee, etc.)

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

Provide supervision to Client Portfolio Management & Strategy regional heads and analysts

Qualification

Investment experienceClient portfolio managementData analysisCFA certificationMicrosoft ExcelWritten communicationVerbal communicationInterpersonal skillsTeam collaborationAttention to detailCritical thinking

Required

BA or Equivalent, Graduate School degree or CFA a plus

15+ years of relevant investment experience

Proven ability to engage with ultra high-net-worth individuals

Experience with Microsoft Office Products, particularly Excel, required

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

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

Investment in tailored professional development opportunities

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

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Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)