Portfolio Architect — Private Banking, Hybrid NYC

Brown Brothers Harriman; New York (NY); Hybrid; USD 80,000 - 100,000; Full time

Job summary

Brown Brothers Harriman is seeking a Portfolio Construction Analyst to join our Private Banking team in New York. You will implement recommended investment strategies in client portfolios, manage assets across cash, equities, fixed income, and private investments, and coordinate with relationship managers.

The role includes pre-trade compliance, post-trade reviews, and executing client and RM-directed trades, with tax loss harvesting as part of annual tax strategies. Hybrid work schedule in NYC.

Qualifications

• Bachelor’s degree required.
• 3+ years of relevant experience in trading and/or portfolio implementation.
• Charles River experience highly preferred.
• Strong Excel and PowerPoint skills.

Responsibilities

• Implement equity strategies across accounts based on client Investment Policy Statements.
• Manage discretionary cash from subscriptions, redemptions, and additions/withdrawals.
• Rebalance accounts to stay aligned with Investment Policy Statements in a tax-efficient way.
• Review account codings and restrictions to ensure alignment with objectives.
• Perform post-trade reviews and controls for accuracy of trades and portfolios.
• Execute client- and RM-directed trades, plus one-off and specialty trades; tax strategies like tax loss harvesting.

Skills

Trading experience

Portfolio implementation

Education

Bachelor’s degree

Tools

Charles River

Excel

PowerPoint

Job description

Brown Brothers Harriman is seeking a Portfolio Construction Analyst to join our Private Banking team in New York. You will implement recommended investment strategies in client portfolios, manage assets across cash, equities, fixed income, and private investments, and coordinate with relationship managers.

The role includes pre-trade compliance, post-trade reviews, and executing client and RM-directed trades, with tax loss harvesting as part of annual tax strategies. Hybrid work schedule in NYC.