IRG Client Portfolio Manager
Core
Represent BBH's multi-asset class investment portfolios to clients and prospects, communicating investment philosophy and portfolio approach while supporting Relationship Managers with analytics and content.
Role type
Client Portfolio Manager (Investment Research Group)
Builds
Client portfolio proposals, reviews, market commentary, and investment analysis materials
Domain
Wealth Management / Multi-Family Office / Asset Allocation
Deliverable
client delivery
Required skills
Investment acumen, multi-asset class portfolio management, client relationship management, investment writing, data analysis, private equity modeling, tax information analysis, market commentary creation
Preferred skills
CFA/CAIA designation, advanced degree, experience mentoring colleagues, knowledge of BBH products
Technologies
Microsoft PowerPoint, Microsoft Excel
Responsibilities
Serve as IRG investment expert for clients, participate in client meetings, provide portfolio analytics and modeling, monitor legacy managers, create client-specific reports and thought pieces, recommend portfolio rebalancing, analyze market developments
Seniority
Senior, hands-on IC