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)

• 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 platform
• Collaborate with RM teams to support large, complex hybrid / partially discretionary mandates
• Help 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 decisions
• Serve as an avid reader, staying informed of industry trends and research papers, highlighting areas of interest to the rest of the team

Qualifications:

• BA or equivalent, graduate school degree and/or CFA a plus
• 15+ years of relevant investment experience
• Proven ability to engage with ultra high-net-worth individuals and family offices, raise capital, and distribute investment products
• Extensive network within the family office and wealth management ecosystem
• Exceptional data analysis
• Exceptional written/verbal communication skills and a passion for client service
• Strong attention to detail
• Strong interpersonal skills
• Demonstrated interest in and passion for investing
• Demonstrated ability to work in a team environment in a collaborative way
• Strong quantitative and qualitative analysis skills
• Strong conceptual and critical thinking skills
• Highest level of integrity and professional standards

What We Offer:

• A collaborative and high performing team that values intellectual curiosity and independent thought
• A culture of inclusion that values each employee's unique perspective
• Opportunities to grow your expertise and take on new challenges
• High-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of others
• Investment in tailored professional development opportunities
• An environment that enables you to step outside your role to add value

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 paycheck-providing 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.