Client Portfolio Manager

About the Opportunity

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Join us as a Client Portfolio Manager

The BBH Investment Research Group (IRG) is the centralized investment team within BBH’s Multi-Family Office (MFO) business that is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related decisions for our clients. Currently IRG oversees an asset base in excess of $56 billion dollars that is invested in over 25 different internal and external investment strategies.

Responsibilities

• Serve as an IRG investment expert for BBH’s taxable and non-taxable 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

About You

• BA or Equivalent, advanced degree and/or CFA/CAIA a plus
• 8+ years of relevant investment-related experience
• 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

Eligibility

We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

Benefits

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

About Company

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.