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Senior Portfolio Analyst
| Company | Brown Brothers Harriman |
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| Location | New York, NY, USA |
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| Salary | $130000 – $160000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- BA or Equivalent, advanced degree and/or CFA/CAIA a plus
- 5+ years of relevant professional experience
- Interest and ability to represent a multi-asset class portfolio of exceptional investment managers
- Blend of both investment acumen and client service experience
- Collaborative, proactive and solution-oriented professional
- Accountability, a strong work ethic, unquestioned integrity and a record of strong professional performance
- Ability to prioritize multiple tasks while ensuring deadlines are met with high-quality deliverables
- Strong communicator, both written and verbal, with exceptional attention to detail
- Strong conceptual and critical thinking skills
- Knowledge of BBH products, practices and investment philosophy, a plus
- Experience with Microsoft Office Products, particularly PowerPoint and Excel, required
Responsibilities
- Lead the management of timely and thoughtful responses to Relationship Management/client enquiries
- Draft communications for the Front Office and creating client-specific materials
- Prepare high quality presentation content for Front Office and client materials
- Assist with developing a process for CPMS to assist the Relationship Managers
- Assist in writing market commentary that inspires client confidence
- Stay informed of industry trends, investment manager updates, market and macroeconomic developments
- Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios
- Monitor key meeting takeaways and assist with ensuring that deliverables are met on a timely basis
- Actively engage in IRG team discussions and work closely with IRG colleagues
- Serve as an expert on our investment managers and portfolio approach
- Oversee periodic review update of marketing collateral and client reporting materials
- Produce written market commentary for dissemination to front office, client and prospects as appropriate
Preferred Qualifications
No preferred qualifications provided.
