Director of Investment Advisory
About the role
Brown Brothers Harriman is recruiting an experienced professional to join as Head of Investment Advisory within the firm’s Capital Partners (CP) business. This role is primarily dedicated to supporting and growing the Single Family Office (SFO) client base.
Responsibilities
Investment Advisory (SFO) Services (50% of Time): 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 a network of investment professionals in the family office universe to gain introductions and referrals to BBH.
Portfolio Strategy (SFO & MFO) (30% of Time): 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 the Investment Advisory team including recruiting, coaching, and training junior talent.
Market Analysis and Content Generation (20% of Time): 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.
Qualifications
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
What We Offer
A collaborative and high performing team that values intellectual curiosity and independent thought
A culture of inclusion that values each employee’s unique perspective
Opportunities to grow your expertise and take on new challenges
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
Pay
$200,000 - $250,000 plus annual incentive. BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role.
Schedule
N/A
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