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Investment Operations Analyst
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$90,000 - $120,000 a year
Full-time
- 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.
- 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.
- 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
- Partner closely with the investment team to oversee and optimize investment operations processes
- Facilitate flow of information to the various operations, accounting, and trading teams and BBH Investor Services, and provide support for audits, as needed
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