Strategic Client Portfolio Manager

Brown Brothers Harriman; Chicago (IL); On-site; USD 140,000 - 190,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Client Portfolio Manager to join the Investment Research Group and CPMS team. You will represent BBH’s investment strategies to clients, collaborate with relationship managers, and deliver analytics and content to support portfolio decisions.

The role requires strong investment acumen, client-facing skills, and the ability to produce market commentary and written materials that reinforce client confidence.

Qualifications

• 8+ years investment-related experience.
• Strong written and verbal communication.
• Knowledge of BBH products and investment philosophy is a plus.

Responsibilities

• Represent BBH investment strategies to clients and prospects.
• Prepare portfolio proposals and reviews; present to clients.
• Provide analytics on client portfolios to aid investment decisions (e.g., private equity look-throughs, capital gains).
• Monitor and analyze portfolio exposure and market developments to influence construction.

Skills

Investment analysis

Client relationships

Portfolio management

Communication

Team collaboration

Education

BA or Equivalent

CFA/CAIA

Tools

PowerPoint

Excel

Job description

Brown Brothers Harriman (BBH) is seeking a Client Portfolio Manager to join the Investment Research Group and CPMS team. You will represent BBH’s investment strategies to clients, collaborate with relationship managers, and deliver analytics and content to support portfolio decisions.

The role requires strong investment acumen, client-facing skills, and the ability to produce market commentary and written materials that reinforce client confidence.