Head of Investment Management

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. Brown Brothers Harriman is currently recruiting an experienced professional to join as Head of Investment Advisory within the firm’s Capital Partners (CP) business. This senior investment professional will be primarily dedicated to supporting and growing our Single Family Office (SFO) client base. The Head of Investment Advisory will sit within the firm’s centralized Investment Research Group (IRG), which is responsible for developing and communicating BBH’s best thinking about investments both internally and externally. There are two primary segments served by IRG. On behalf of the CP Multi-Family Office (MFO) business, which manages approximately $60 billion in discretionary assets under management, IRG is broadly responsible for asset allocation, portfolio construction, investment manager partnerships, risk management and other investment decisions. IRG also oversees investment advisory services for SFO clients, which currently comprise roughly $10 billion in non-discretionary assets.The Head of Investment Advisory will be primarily responsible for providing investment advisory services for SFO clients and prospects, serving as a thought partner to family office principals and investment professionals as it relates to asset allocation, manager selection, and portfolio construction. The ideal candidate will work closely with SFO relationship managers (RMs) to elevate BBH’s dialogue with sophisticated family offices through performing ad hoc investment analyses as requested by clients (including external manager reviews) and providing guidance on clients’ overall asset allocation and portfolio construction. The ultimate goal is to establish trusted relationships and drive new business within the growing family office market segment. To enhance BBH’s dialogue with sophisticated SFO clients, the Head of Investment Advisory will need to demonstrate expertise in investing and will be responsible for staying abreast of investment trends and IRG investment positioning, as well as provide market and macroeconomic updates.1 - Investment Advisory (SFO) Services (50%of Time) Engage as a credible, unbiased thought partner to SFO prospects, providing asset allocation, portfolio construction, manager diligence, and risk management adviceActively participate in client and prospect meetings, contributing investment insights, identifying investment objectives and goals, and strengthening client engagementWork closely with IRG and internal investment management teams to stay abreast of proprietary internal strategies and products, which when appropriate should be positioned as portfolio solutionsConduct reviews of external, off-platform investment managers, ensuring proper due diligence and alignment with client mandatesCultivate network of investment professionals in the family office universe to gain introductions and referrals to BBH2 - Portfolio Strategy (SFO & MFO) (30% of Time)Monitor trends across asset classes, including alternative investments, public equity, and fixed income.Work with IRG to stay apprised of developments at managers on the BBH investment platformCollaborate with RM teams to support large, complex hybrid / partially discretionary mandatesHelp build out Investment Advisory team including recruiting, coaching, and training junior talent.3 - Market Analysis and Content Generation (20% of Time)Establish BBH as a thought-leader in the family office space, and collaborate with internal teams to generate relevant content to help us engage with clients and prospects (articles, white papers, speaking engagements, events)Analyze market and macroeconomic developments that may influence portfolio construction or other investment decisionsServe as an avid reader, staying informed of industry trends and research papers, highlighting areas of interest to the rest of the teamQualifications:BA or equivalent, graduate school degree and/or CFA a plus15+ years of relevant investment experienceProven ability to engage with ultra high-net-worth individuals and family offices, raise capital, and distribute investment productsExtensive network within the family office and wealth management ecosystemExceptional data analysisExceptional written/verbal communication skills and a passion for client serviceStrong attention to detailStrong interpersonal skillsDemonstrated interest in and passion for investingDemonstrated ability to work in a team environment in a collaborative wayStrong quantitative and qualitative analysis skillsStrong conceptual and critical thinking skillsHighest level of integrity and professional standardsWhat We Offer:A collaborative and high performing team that values intellectual curiosity and independent thoughtA culture of inclusion that values each employee’s unique perspectiveOpportunities to grow your expertise and take on new challengesHigh-quality benefits program emphasizing good health, financial security, and peace of mindRewarding work with the flexibility to enjoy personal and family experiences at every career stageVolunteer opportunities to give back to your community and help transform the lives of othersInvestment in tailored professional development opportunitiesAn environment that enables you to step outside your role to add valueSalary Range$200,000 - $250,000 plus annual incentive.BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. About BBH: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 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. BBHers can pick up the phone and call any colleague, and they are happy to help. 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. 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.SummaryLocation: New YorkType: Full time