Director of Investment Advisory and Client Portfolio Management

At BBH, we're looking for an experienced professional to join our Investment Research Group as Head of Client Portfolio Management & Strategy. The successful candidate will have a strong background in investing across asset classes and portfolio management strategies, with 15+ years of relevant experience. The role will involve working closely with our Relationship Managers, Investment Research Team, and Investment Operations & Analytics Team to provide expert investment advice and oversight to our clients.

Requirements

• BA or Equivalent, Graduate School degree or CFA a plus
• 15+ years of relevant investment experience
• Proven ability to engage with ultra high-net-worth individuals
• Experience with Microsoft Office Products, particularly Excel, required
• Exceptional data analysis
• Exceptional written/verbal communication skills and a passion for client service

Benefits

• A collaborative and high performing team that values intellectual curiosity and independent thought
• A culture of inclusion that values each employee’s unique perspective
• Opportunities to grow your expertise and take on new challenges
• High-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of others
• Investment in tailored professional development opportunities
• An environment that enables you to step outside your role to add value