Private Banking Portfolio Architect

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

Benefits offered by this job

Annual bonus target

Profit-sharing

Job summary

Brown Brothers Harriman (BBH) is seeking a Portfolio Construction Analyst to join the Private Banking team in New York City. The role focuses on implementing investment strategies, trading discretionary cash, rebalancing portfolios, and ensuring alignment with client Investment Policy Statements.

The ideal candidate has a bachelor's degree and at least 3 years of trading or portfolio-implementation experience, with strong Excel and PowerPoint skills.

Qualifications

• Bachelor's degree required
• 3+ years of relevant experience in trading and/or portfolio implementation
• Charles River experience highly preferred
• Must have strong Excel and PowerPoint skills

Responsibilities

• 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.
• 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.
• 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.

Skills

Trading

Portfolio implementation

Equity trading

Cash management

Education

Bachelor's degree

Tools

Charles River

Excel

PowerPoint

Job description

Brown Brothers Harriman (BBH) is seeking a Portfolio Construction Analyst to join the Private Banking team in New York City. The role focuses on implementing investment strategies, trading discretionary cash, rebalancing portfolios, and ensuring alignment with client Investment Policy Statements.

The ideal candidate has a bachelor's degree and at least 3 years of trading or portfolio-implementation experience, with strong Excel and PowerPoint skills.