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 Implementation Manager
BBH Capital Partners is the trusted and preferred advisor for private businesses, their owners, and wealthy families. BBH Capital Partners’ mission is to protect and grow our clients' capital over meaningful periods of time, focusing on scalable investment strategies that lead to differentiated results.
Description
The Portfolio Implementation Manager heads the Investment Implementation team, which is responsible for our centralized trading which includes our six USLC SMA’s and Mid Cap SMA as well as our Muni Ladder strategy, implementing internal investment strategies, generating portfolio change proposals, executing client directed trades, and approving account coding changes which impact centralized trading. The Sr Manager is the product owner of our OMS, Charles River and collaborates with CP Change Management on various vendor reviews, upgrades, and new product launches. The Sr manager collaborates with CP Risk to ensure proper controls are in place and the groups RCSA is in order.
This position is responsible for working closely with CP management, setting strategic goals for the team, and managing the team towards those goals. This position will work closely with the Investment Research Group, Risk, Compliance, and Front Office Teams to establish strong processes, controls and oversight of equity and fixed income trading in CP client accounts.
The Sr Manager also leads the Centralized Portfolio Implementation (CPI) initiative overseeing the centralized management of ~3,000 client portfolios with AUM over $10B in accordance with the investment guidelines established by CP’s Investment Research Group. The Sr Manager is directly responsible for the growth of the CPI platform, establishing the CPI team’s approach to investment implementation responsibilities and for managing a team of Portfolio Analysts who execute on those responsibilities with a goal of building a strong relationship with the FO to centralize and streamline the operational and investment responsibilities to free up our FO colleagues from the operational and investment tasks. The CPI Team executes all equity, and fixed income trades and unilaterally implements asset allocation changes, monitors, and corrects portfolio drift, deploys and raises cash in client portfolios as needed, including Wealth Strategies and Private Funds ensuring clients’ accounts are managed properly to their signed IPS. Some of your key responsibilities include:
Qualifications
Salary Range
$130,000 - $170,000 Base salary plus annual incentive
BBH and its affiliates' 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.
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 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. 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, often—pushing 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.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
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.