Investment Operations Analyst

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

The Investment Research Group (IRG) is the centralized investment team within BBH Private Banking's Private Wealth Management business that is responsible for asset allocation, manager selection, risk management, and other investment-related decisions. Currently IRG oversees an asset base in excess of $45 billion dollars that is invested in over 25 different internal and external investment strategies.

The Investment Operations Analyst will provide operational (i.e., non-investment related) support to IRG by implementing operational solutions that enhance the decision-making and execution process. Specific responsibilities will include:(1) producing a range of portfolio and manager level reports; (2) overseeing operational processes (3) conducting performance analysis and various other client reporting; and (4) interfacing with other operationally focused teams throughout BBH to further synergy across pillars.

Responsibilities

Portfolio and Manager Monitoring

• Maintain policy portfolio models for various client types, equity manager portfolios on Bloomberg, weekly investment dashboard, fee look-through and yield models, model portfolio performance slides, and produce other portfolio-level investment reporting
• Maintain and update quarterly fund review slides for all BBH-approved managers, monthly manager ratings matrix, and monthly performance
• Update and distribute reports on AUM (by manager and investment platform), deviations vs. target allocations, and KPIs (including risk/look-through analyses on Bloomberg)
• Track and maintain investment-related information on central spreadsheets and databases
• Examine and analyze, audited financial statements, and other financial reports and documents of individual funds/managers to supplement the portfolio monitoring processes

Operational Processes

• Partner closely with the investment team to oversee and optimize investment operations processes
• Identify operational needs associated with new investments, portfolio activity, and exits, and assist with project management; Assist in overseeing and tracking all deliverables related to new manager launches and manager redemptions
• Facilitate flow of information to the various operations, accounting, and trading teams and BBH Investor Services, and provide support for audits, as needed
• Maintain and update the team's desk manual, procedures, and Risk and Control Self-Assessment (RCSA) as appropriate
• Serve as a liaison to the Operational Due Diligence team in tracking operational due diligence on existing and high priority prospective managers
• Identify opportunities for enhancements to legacy processes/ methods

Technology and Systems

• Maintain and update the IRG marketing portal and ensure resource documents are kept current
• Maintain and drive best practices within the team research management system Identify and lead process improvement and technology projects, including vetting and selection, and implementation of technology vendors
• Assist in the creation and maintenance of an external IRG webpage

Qualifications

• 3-5 years of direct experience in an operations capacity
• Familiarity and comfort with investment accounting, reporting, and performance concepts
• Demonstrated quantitative and analytical skills, and a high level of proficiency in Excel; experience with other software systems relevant to investment/risk management, including Bloomberg, is desirable
• Organized and disciplined self-starter with ability to take ownership of responsibilities and projects and execute to a high standard
• Strong communicator, both written and verbal
• A proactive interest in streamlining processes, and knowledge of available technology in that pursuit
• Exceptional attention to detail and commitment to improving accuracy of data and preventing errors
• Strong conceptual, analytical, and critical thinking skills
• Intellectual curiosity and a desire to learn and grow professionally
• A team player: strong interpersonal skills and ability to work effectively in a team environment
• The highest level of integrity
• Desire for a career in investment operations, reporting, and performance analysis

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.

Salary Range

$90,000-$120,000

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.