Portfolio Construction Specialist

Investor Strides LLC; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Portfolio Construction Specialist in New York to implement investment strategies and manage client portfolios. The role includes responsibilities like managing assets and ensuring compliance with investment programs. Candidates should have over 2 years of trading experience, strong Excel and PowerPoint skills, and ideally familiarity with Charles River.

Qualifications

• 2+ years of experience in trading and/or portfolio implementation preferred.
• Strong skills in Excel and PowerPoint.
• BA or equivalent required.

Responsibilities

• Implement recommended investment strategies in client portfolios.
• Manage clients’ assets including cash, equities, fixed income, and private investments.
• Rebalance accounts in a tax-efficient manner.

Skills

Strong Excel

Strong PowerPoint

Charles River experience

Education

BA or equivalent

Job description

Job Listing Summary

Portfolio Construction Specialist at Brown Brothers Harriman & Co.

Location: New York, United States

Employment Type: Full-Time

Date Posted: May 30, 2025

Key Responsibilities:

• Implement recommended investment strategies in client portfolios.
• Manage clients’ assets including cash, equities, fixed income, and private investments.
• Act as a liaison with relationship managers regarding investments.
• Implement investment programs approved by portfolio managers and the Investment Research Group.
• Perform pre-trade compliance and post-trade reviews.
• Manage discretionary cash from subscriptions, redemptions, and changes in Investment Policy Statements.
• Rebalance accounts in a tax-efficient manner.
• Review account codings and restriction requests.
• Implement tax strategies such as annual tax loss harvesting.

Required Experience:

• 2+ years of experience in trading and/or portfolio implementation preferred.

Qualifications:

• BA or equivalent.
• Strong Excel and PowerPoint skills.
• Charles River experience is a plus.

Compensation:

Salary Range: $75k-$90k base salary + annual bonus target.