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About the Role
This role is responsible for implementing investment strategies in client portfolios, managing client assets, and acting as a liaison with relationship managers. The Sr. Portfolio Construction Analyst implements approved investment programs, performs trade compliance, and supports various trade types including tax loss harvesting.
Responsibilities
- Implement equity strategies across accounts based on account-level coding, client restrictions, and trading guardrails.
- Represent and explain portfolio implementation services to relationship teams.
- Perform variance checks on SMA trades to ensure proper execution.
- Perform trade block review to ensure correct weights are traded.
- Manage and invest discretionary cash from subscriptions, redemptions, new cash, withdrawals, and changes in Investment Policy Statements.
- Ensure CPI investments or divestitures align with RM expectations and clients Investment Policy Statement.
- Rebalance accounts to maintain alignment with the Investment Policy Statement in a tax-efficient and prudent manner.
- Review account codings and restriction requests for alignment with investment objectives.
- Perform account coding review for all allocations to ensure correct SMA codes are traded.
- Implement recommended investment strategies in client portfolios.
- Assist in managing clients’ assets including cash, equities, fixed income, and private investments.
- Act as a liaison with relationship managers regarding investments.
- Implement investment programs approved by BBH portfolio managers and Investment Research Group.
- Size trades and perform pre-trade compliance.
- Perform post-trade reviews and controls.
- Support one-off trades, client-directed trades, RM-directed trades, and specialty trades.
- Implement tax strategies such as annual tax loss harvesting.
- Execute responsibilities related to Centralized Portfolio Implementation (CPI) initiatives.
- Execute all equity and fixed income trades.
- Unilaterally implement asset allocation changes.
- Monitor and correct portfolio drift.
- Deploy and raise cash in client portfolios as needed.
- Ensure clients’ accounts are managed properly to their signed IPS.
Requirements
- BA or Equivalent
- 4+ years of experience
- Prior trading and/or portfolio implementation experience required
- Must have strong Excel and PowerPoint
- Charles River experience, a plus
Skills
- Excel
- PowerPoint
Location
- New York City
Work Type
- Hybrid
Experience Level
- 4+ years of experience
Education Level
- BA or Equivalent
Salary/Compensations
- $95k-$125k base salary + annual bonus
Benefits
- Long-term savings
- Healthcare
- Income protection
- Professional development opportunities
- Time off
About the Company
- Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
- Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges.
- We believe that how we do our work is just as important as what we do.
- We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas.
- Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts.
- No matter where you sit in the organization, everyone is empowered to contribute their ideas.
- BBHers can pick up the phone and call any colleague, and they are happy to help.
- Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
- We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.
- As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people.
- Our long-tenured leaders are experts in their areas and are actively involved in the day- to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers.
- Because we know, our success begins with yours.
- Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
Equal Opportunity
- We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.