Portfolio Construction Specialist

Overview

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. 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.

Join us as a Portfolio Construction Specialist on the Private Banking team. In this role you will be responsible for the implementation of recommended investment strategies in client portfolios. This position assists in managing clients’ assets including cash, equities, fixed income, and private investments while acting as a liaison with the relationship managers regarding these investments. The Portfolio Construction Specialist implements investment programs approved by the BBH portfolio managers and BBH’s Investment Research Group.

Trades are sized and pre‑trade compliance is performed before sending to BBH’s trade execution team. Post‑trade reviews and controls are also performed to ensure the accuracy of both the individual trade and the overall portfolio in relation to a client’s Investment Policy Statement. The Portfolio Construction Specialist is also responsible for one‑off trades, both client and RM directed, as well as specialty trades such as control persons trades directed by insiders or control persons of publicly traded corporations.

This role will also implement tax strategies such as annual tax loss harvesting across relationship teams.

• Implement equity strategies across accounts based on account‑level coding, taking into account client restrictions and trading guardrails established in the client Investment Policy Statement. Represent and explain portfolio implementation services to relationship teams.

• Manage and invest discretionary cash from subscriptions and redemptions, new cash or withdrawals of cash, and changes in Investment Policy Statements.

• Rebalance accounts to keep them in line with the account’s Investment Policy Statement in a tax efficient and prudent manner.

• Review account codings and account restriction requests to ensure alignment with account investment objectives.

• BA or Equivalent
• 2+ years of experience
• Prior trading and/or portfolio implementation experience highly preferred
• Must have strong Excel and Power Point
• Charles River experience, a plus

This role is based in our New York City location and is a hybrid role, with a minimum of three days per week in office.

Salary Range $75k–$90k base salary + annual bonus target.

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 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.

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…