Senior Portfolio Analyst

Investor Strides LLC; New York (NY); On-site; USD 130,000 - 160,000; Full time

Job summary

An established industry player is seeking a Senior Portfolio Analyst to join their Client Portfolio Management & Strategy team. This newly created role focuses on asset allocation, portfolio construction, and client communication for a multi-asset class investment strategy. The ideal candidate will have over 5 years of relevant experience, a strong investment acumen, and exceptional communication skills. In this dynamic environment, you will manage client inquiries, prepare high-quality presentation content, and provide analytics to support investment decisions. This is a fantastic opportunity to contribute to innovative solutions in a global financial services firm.

Benefits

Bonuses

Profit-sharing

Health Insurance

Retirement Plan

Qualifications

• 5+ years of experience in investment analysis or client service.
• Strong investment acumen and exceptional communication skills.

Responsibilities

• Manage client inquiries and organize communication materials.
• Prepare presentation content and draft client-specific materials.

Skills

Investment Analysis

Client Service

Investment Writing

Presentation Skills

Analytical Skills

Communication Skills

Education

Bachelor's Degree

Advanced Degree

CFA/CAIA

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

Job Listing Summary

Senior Portfolio Analyst

Location: New York, United States

Employment Type: Full-Time

Date Posted: January 21, 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 client communication for a multi-asset class investment strategy.

Key Responsibilities

• Manage timely responses to client inquiries and organize communication materials.
• Draft client-specific materials, including performance updates and reports.
• Prepare high-quality presentation content for client materials.
• Assist in developing processes to ensure client portfolios align with investment policies.
• Write market commentary to address potential risks impacting portfolios.
• Provide analytics on client portfolios to aid investment decision-making.
• Produce written market commentary for dissemination to clients and prospects.

Required Experience

• 5+ years of relevant professional experience in investment analysis or client service.
• Experience in investment writing and creating presentation content.

Qualifications

• BA or equivalent; advanced degree and/or CFA/CAIA preferred.
• Strong investment acumen and client service experience.
• Ability to prioritize multiple tasks and meet deadlines with high-quality deliverables.
• Exceptional written and verbal communication skills with attention to detail.
• Proficiency in Microsoft Office, particularly PowerPoint and Excel.

Salary Range

$130,000 - $160,000, with additional benefits 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.