Director of Investment Advisory and Client Portfolio Management

Brown Brothers Harriman seeks a seasoned investment professional to lead their Client Portfolio Management & Strategy team within the Investment Research Group. This role manages approximately $60 billion in Multi-Family Office assets and involves serving as a liaison between the front office and IRG to ensure best investment thinking is customized and implemented. Responsibilities encompass portfolio analysis, client reporting, asset allocation oversight, macroeconomic research, and team leadership with 4-5 anticipated direct reports within 1-2 years. Requirements: Bachelors degree (graduate degree or CFA preferred), 15+ years of investment experience, proven ability to engage with ultra-high-net-worth individuals, advanced Microsoft Excel proficiency, exceptional analytical, communication, and writing skills. Base salary range $200K-$250K plus annual incentive, discretionary bonuses, and profit-sharing.

Brown Brothers Harriman is seeking a Director of Investment Advisory and Client Portfolio Management to join their Private Wealth team in New York, United States.

This senior role involves leading investment analysis, deal execution, and team management within the Private Wealth space.

The position is On-site.

This opportunity was sourced via WebSearch.

Interested candidates can apply through the original job posting.