Senior Portfolio Analyst

Hartford Funds; New York (NY); On-site; USD 130,000 - 160,000; Full time

Job summary

A leading financial services firm is seeking a Senior Portfolio Analyst for their Client Portfolio Management team. This newly created role involves client interactions, analytic responsibilities, and communication tasks to support investment strategies. Candidates should possess significant experience in investment writing and outstanding communication skills, ideally with advanced degrees or professional certifications.

Benefits

Bonuses and profit-sharing

Qualifications

• 7+ years of relevant experience in investing or investment writing.
• Experience in client service or investment specialist role preferred.
• Strong communication skills, both written and verbal.

Responsibilities

• Lead management of client inquiries and streamline responses.
• Prepare high-quality presentation content for client materials.
• Write market commentary and stay informed on industry trends.

Skills

Communication

Analytical

Attention to detail

Client service

Market analysis

Education

Bachelor's Degree or equivalent

Advanced degree and/or CFA/CAIA

Tools

Microsoft Office

PowerPoint

Excel

Job description

Job Listing Summary

Senior Portfolio Analyst

Location: New York, United States

Employment Type: Full-Time

Date Posted: May 14, 2025

Role Overview

The Senior Portfolio Analyst position at BBH is a newly created role within the Client Portfolio Management & Strategy (CPMS) team, which is part of the Investment Research Group (IRG). This team is responsible for asset allocation, portfolio construction, manager selection, and monitoring for clients with a focus on delivering investment excellence and inspiring client confidence.

Key Responsibilities

• Lead management of client inquiries and streamline responses.
• Draft communications and create client-specific materials.
• Prepare high-quality presentation content for client materials.
• Assist in developing processes to ensure client portfolios align with investment policies.
• Write market commentary and stay informed on industry trends and developments.
• Provide analytics on client portfolios to aid investment decision-making.
• Produce written market commentary for dissemination to clients and prospects.

Required Experience

• 7+ years of relevant professional experience in investing or investment writing.
• Experience in client service or a client investment specialist role is preferred.

Qualifications

• BA or equivalent; advanced degree and/or CFA/CAIA is a plus.
• Strong communication skills, both written and verbal, with attention to detail.
• Ability to prioritize multiple tasks and meet deadlines with high-quality deliverables.
• Knowledge of BBH products and investment philosophy is a plus.
• Proficiency in Microsoft Office, particularly PowerPoint and Excel.

Salary Range

$130,000 - $160,000, with additional compensation including bonuses and profit-sharing.

About BBH

Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise, focusing on long-term client relationships and innovative solutions.