Client Portfolio Manager - Multi-Asset Strategy & Insights

Financeroles; Chicago (IL); On-site; USD 140,000 - 190,000; Full time

Job summary

Brown Brothers Harriman (BBH) seeks a Client Portfolio Manager to represent BBH’s investment strategies to clients and prospects, and to oversee asset allocation alongside Relationship Managers. You will prepare proposals, perform ad hoc analyses, and stay current on markets and managers.

Strong writing and client-facing skills are essential for success. The role reports to the Head of CPMS within IRG and requires broad investment knowledge, 8+ years of experience, and proficiency with

Qualifications

• BA or equivalent degree; CFA/CAIA a plus.
• 8+ years of relevant investment-related experience.
• Excellent written and verbal communication skills.
• Knowledge of BBH products, practices and investment philosophy is a plus.
• Experience with PowerPoint and Excel is required.

Responsibilities

• Represent BBH’s investment strategies to clients and prospects.
• Prepare portfolio proposals and reviews and communicate portfolio performance.
• Provide analytics on client portfolios, including market updates and manager analysis.
• Support Relationship Managers with data requests and client enquiries.
• Draft client communications and onboarding materials.

Skills

Investment knowledge

Client-facing experience

Education

BA or Equivalent, advanced degree and/or CFA/CAIA a plus

Tools

PowerPoint

Excel

Job description

Brown Brothers Harriman (BBH) seeks a Client Portfolio Manager to represent BBH’s investment strategies to clients and prospects, and to oversee asset allocation alongside Relationship Managers. You will prepare proposals, perform ad hoc analyses, and stay current on markets and managers.

Strong writing and client-facing skills are essential for success. The role reports to the Head of CPMS within IRG and requires broad investment knowledge, 8+ years of experience, and proficiency with