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.
Role type
Client Portfolio Manager (Investment Research Group)
Builds
Client-specific portfolio proposals, reviews, analytics, and investment collateral (macroeconomics, themes, performance updates).
Domain
Wealth Management / Multi-Family Office / Asset Allocation
Deliverable
product features
Required skills
Multi-asset class investment acumen, portfolio construction, client presentation, investment writing, data analysis, private equity modeling, tax information analysis, market commentary, rebalancing recommendations.
Preferred skills
CFA/CAIA designation, advanced degree, mentoring experience, knowledge of BBH products and philosophy.
Technologies
Microsoft PowerPoint, Microsoft Excel
Responsibilities
Serve as IRG investment expert for clients; prepare and present portfolio proposals and reviews; draft client-specific materials and thought pieces; monitor legacy managers and holdings; analyze market and macroeconomic developments; recommend rebalancing; participate in client meetings and document takeaways.
Seniority
Mid-Senior, hands-on IC