Investment Review Specialist

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 Investment Review Specialist

Brown Brothers Harriman is currently recruiting an Investment Review Specialist to join our Private Banking Team. The Investment Review Specialist will primarily handle the Account Reviews process and work closely with CP Ops, Admin and Relationship Teams. He/she will perform the initial (after 90 days) and annual account review as well as coordinate with the RM and RA to complete the account review and resolve any outstanding issues. This person will drive continuous workflow enhancements to increase efficiencies and address control gaps.  He/she will also become proficient in ESG Manager, understand investment policy portfolios, and assist with ad-hoc projects on an as needed basis for the LOB.

Some of your key responsibilities include:  

Account Reviews:

• Perform initial and annual account reviews

• Liaise with the Front Office throughout the process to answer questions or concerns

• Work with the Front Office to complete outstanding assigned tasks

• Verify validity of current Investment Policy Statement

• Act as subject matter expert on all things related to account reviews

Client Service/Relationship Management:

• Develop strong working relationships with the Front Office Relationship Teams and other PB support groups

• Act as the primary point of escalation for all account review related issues

• Use sound judgment to resolve problems

• Assist the Front Office with ad-hoc client related requests and/or projects

Reconciliation/Reporting:

• Perform account review recon monthly and bi-annually

• Generate and distribute account rebalancing reminders monthly

• Send monthly task reminders to the Front Office

• Update performance of model portfolios monthly

• Create exception reporting and automated reports

• Generate ESG reports quarterly and on an ad-hoc basis

• Generate wealth projection reports on an ad-hoc basis

Process/Productivity Improvement:

• Gain efficiencies to improve individual and team productivity

• Gain an understanding of the big picture – how specific function impacts the firm

• Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure

• Assess current processes and provide suggestions for streamlining when necessary

• Work on small ad hoc projects as needed

• Participate in UAT for various projects when necessary

• Take on small remediation projects involving data integrity, clean up, and process improvements

Qualifications:

• BA or Equivalent

• Recent graduate / graduating December 2022 to 1 year of experience

• Ability to identify, escalate and resolve problems/issues

• Ability to communicate professionally through effective verbal and written communication skills

• Excellent attention to detail, time management and organizational skills

• Strong interpersonal, collaboration and relationship management skills

• Ability to multi-task and prioritize tasks

• Ability to meet deadlines and work under pressure

• Proactive self-starter who is goal-oriented

• Demonstrate risk awareness and ability to identify red flags

• Proficiency in excel a plus, but not required

Salary Range

$40,000 - $50,000

BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time