Director of Investment Advisory

Head Of Investment Advisory

At BBH, partnership is more than a form of ownershipit'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. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.

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.

Key responsibilities include :

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 advice
• Actively participate in client and prospect meetings, contributing investment insights, identifying investment objectives and goals, and strengthening client engagement
• Work 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 solutions
• Conduct reviews of external, off-platform investment managers, ensuring proper due diligence and alignment with client mandates
• Cultivate network of investment professionals in the family office universe to gain introductions and referrals to BBH

2 - Portfolio Strategy (SFO & MFO) (30% of Time)

3 - Market Analysis and Content Generation (20% of Time)

Qualifications :

What We Offer

Salary Range $200,000 - $250,000 plus annual incentive.

BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheckproviding you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.

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. Delivering for our clients and each other energizes us.

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 developmentso 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 advicecreating 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, oftenpushing 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.