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Open nowPosted today

Senior Portfolio Construction Analyst

bbh112 open roles

Where
New York
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Your applicationOpen nowSenior Portfolio Construction Analystbbh · New York

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. bbh postings stay open a median of 11 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: posted today

bbh median: 11 days open

The posting

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.

In this role you will be responsible for the implementation of recommended investment strategies in client portfolios. This position assists in managing clients’ assets including cash, equities, fixed income, and private investments while acting as a liaison with the relationship managers regarding these investments. The Sr. Portfolio Construction Analyst implements investment programs approved by the BBH portfolio managers and BBH’s Investment Research Group. Trades are sized and pre-trade compliance is performed before sending to BBH’s trade execution team. Post trade reviews and controls are also performed to ensure the accuracy of both the individual trade and the overall portfolio in relation to a client’s Investment Policy Statement. The Sr. Portfolio Construction Analyst will support for one off trades, both client and RM directed, as well as specialty trades such as control persons trades directed by insiders or control persons of publicly traded corporations. This role will also implement tax strategies such as annual tax loss harvesting across relationship teams.

The Sr. Portfolio Construction Analyst will also execute on those responsibilities related to the Centralized Portfolio Implementation (CPI) initiatives which includes execution of all equity, and fixed income trades, unilaterally implementing asset allocation changes, monitoring, and correcting portfolio drift, deploying and raising cash in client portfolios as needed, including Wealth Strategies and Private Funds while ensuring clients’ accounts are managed properly to their signed IPS.

Some of your key responsibilities include:

Equity Strategy Related Trading:

  • Implement equity strategies across accounts based on account-level coding, taking into account client restrictions and trading guardrails established in the client Investment Policy Statement. Represent and explain portfolio implementation services to relationship teams.
  • Perform variance checks on SMA trades for the respective names traded to ensure the proper trades were executed based on the requests provided by the PM.
  • Perform trade block review to ensure the correct weights are traded.

Relationship Manager and Client directed trading:

  • Manage and invest discretionary cash from subscriptions and redemptions, new cash or withdrawals of cash, and changes in Investment Policy Statements.
  • Ensure CPI investments or divestitures are in line with RM expectations and clients Investment Policy Statement.

Rebalance trading:

  • Rebalance accounts to keep them in line with the account’s Investment Policy Statement in a tax efficient and prudent manner.

Account maintenance:

  • Review account codings and account restriction requests to ensure alignment with account investment objectives.
  • Perform account coding review for all the allocations to ensure the correct SMA codes are traded.

Qualifications:

  • BA or Equivalent
  • 4+ years of experience
  • Prior trading and/or portfolio implementation experience required
  • Must have strong Excel and PowerPoint
  • Charles River experience, a plus

This role is based in our New York City location and is a hybrid role, with a minimum of three (3) days per week in office.

Salary Range

$95k-$125k base salary + annual bonus

BBH and its affiliates' 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 off, our programs support your overall well-being.

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

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