Senior Portfolio Analyst

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 Senior Portfolio Analyst

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 $50 billion dollars that is invested in over 25 different internal and external investment strategies.

As part of IRG’s dual mission of delivering investment excellence and inspiring client confidence, we recently launched the Client Portfolio Management & Strategy (“CPMS”) team, which is responsible for communicating our best investment thinking to our client teams and our clients.

This Senior Portfolio Analyst position is a newly created role, reporting directly to the Head CPMS. The CPMS team is integrated into the investment team, remaining current and informed on investment managers and portfolio strategy.

The CPMS team works closely with 1) the Investment Research Team in IRG, keeping abreast of investment philosophy and approach, manager selection and market updates; 2) the Relationship Managers to ensure that clients’ portfolios reflect IRG’s best thinking, balanced with each client’s respective goals and objectives; and 3) the Investment Operations & Analytics Team within IRG, which is responsible for executing IRG decisions, including manager onboarding and technology implementation.

The Senior Portfolio Analyst supports client portfolio management for our multi-asset class investment positions. This role is responsible for supporting the senior CPMS team on Front Office and client facing activities, including portfolio insights, research projects, client communication, client presentations and other ad-hoc analyses. The ideal candidate will have experience in investing/investment writing, creative presentation content and analytical support.  Investment collateral produced by CPMS can include macroeconomics, investment themes, portfolio composition, performance and characteristics, rationale for holdings and investment decisions at both an investment manager and a portfolio level. It will be important to stay abreast of the markets as well as developments with all managers on the BBH investment platform.

While headquartered in New York City, the CPMS team has responsibility for Front Office and client facing activities across our US offices which in addition to New York, include Boston, Charlotte, Chicago, Houston, Nashville and Philadelphia. We are open to applications from candidates who might be seeking to be located in one of these offices, with periodic travel to other offices and the IRG team in New York City, as needed.

Some of your key responsibilities include:  

Client Relationship Management

• Lead the management of timely and thoughtful responses to Relationship Management /client enquiries, including the PB.IRG email inbox and effective organization and streamlining of all responses and FAQs.

• Draft communications for the Front Office and creating client-specific materials that proactively address client needs, including ad-hoc commentary, performance updates, portfolio focused slide content, thought pieces and reports.

Asset Allocation, Market Analysis and Content Generation

• Prepare high quality presentation content for Front Office and client materials.

• 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.

• While we invest bottom-up, we worry top-down about risks that could impact the portfolio – 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.

Portfolio Management Support

• Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios that will aid in investment decision making and provide value-add to our clients.

• Monitor key meeting takeaways and assist with ensuring that deliverables are met on a time