Client Portfolio Manager – Investment Research Group
| Company | Brown Brothers Harriman |
|---|---|
| Location | Boston, MA, USA, Philadelphia, PA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- BA or Equivalent, advanced degree and/or CFA/CAIA a plus
- 8+ years of relevant investment-related experience
- 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
- Experience with Microsoft Office Products, particularly PowerPoint and Excel, required
Responsibilities
- Serve as an IRG investment expert for BBH’s taxable and non-taxable clients, effectively communicating on our investment philosophy and portfolio approach to our clients
- Work with the Investment Team to stay current on portfolios and communicate with clients about various managers and performance
- Participate in client meetings and document key takeaways; ensure deliverables are met on a timely basis
- Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios that will aid in investment decision making, including private equity modeling, portfolio look-throughs, capital gains and other tax information
- Take the lead on monitoring legacy managers or individual holdings that are in client portfolios, but which are not covered by the Investment Research Team
- Actively engage in IRG investment discussions and decision-making processes
- Support Relationship Managers by providing information related to the investment platform and assisting with data and other information requests
- Create timely client-specific materials, reports, and thought pieces to address client needs
- 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 as needed in the process to onboard new client relationships
- Assist with overseeing the management of timely and thoughtful responses to Relationship Management /client enquiries, including the effective organization and streamlining of all responses and FAQs
- Assist with developing 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
- Monitor and analyze portfolio exposure data for client policy portfolios
- Analyze market and macroeconomic developments that may influence portfolio construction or other investment decisions
- 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.
Preferred Qualifications
- Knowledge of BBH products, practices and investment philosophy, a plus