IRG Client Portfolio Manager

About the role

The BBH Investment Research Group (IRG) is the centralized investment team within BBH’s Multi-Family Office (MFO) business. IRG oversees an asset base in excess of $56 billion dollars that is invested in over 25 different internal and external investment strategies. The Client Portfolio Management & Strategy (“CPMS”) team was recently launched to communicate IRG’s best investment thinking to IRG’s client teams and clients.

Responsibilities

• Represent for our multi-asset class investment portfolios with our clients and prospects.
  • Work directly with existing and prospective clients to represent BBH’s investment strategies and overall portfolio approach.
  • Interact with existing and potential clients as an investment representative from IRG.
  • Perform ad hoc investment analyses as requested by clients.
  • Oversight clients’ asset allocation and portfolio construction alongside the clients’ Relationship Manager, who serves as the primary point of contact for each client.
• Prepare and present portfolio proposals, portfolio reviews, and provide updates on individual investment manager strategies.
  • Provide timely client-specific materials, reports, and thought pieces to address client needs.
  • Create 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.).
• Engage in IRG investment discussions and decision-making processes.
  • Monitor and analyze portfolio exposure data for client policy portfolios.
  • Develop 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.
  • 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.

Qualifications

• BA or Equivalent, advanced degree and/or CFA/CAIA a plus.
• 8+ years of relevant investment-related experience.
• 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.
• Knowledge of BBH products, practices and investment philosophy, a plus.
• Experience with Microsoft Office Products, particularly PowerPoint and Excel, required.

Pay

Salary Range: IL: $140,000 - $190,000 base salary + annual bonus target. BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing.