Director of Investment Advisory and Client Portfolio Management

Key Responsibilities

• 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.
• Ensure 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.

Qualifications

• Bachelor’s degree 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.