Investment Review Specialist

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.

Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old

Join us as a Investment Review Specialist

Brown Brothers Harriman is currently recruiting an Investment Review Specialist to join our Private Banking Team. The Investment Review Specialist will primarily handle the Account Reviews process and work closely with CP Ops, Admin and Relationship Teams. You will perform the initial (after 90 days) and annual account review as well as coordinate with the RM and RA to complete the account review and resolve any outstanding issues. You will drive continuous workflow enhancements to increase efficiencies and address control gaps.  You will also become proficient in ESG Manager, understand investment policy portfolios, and assist with ad-hoc projects on an as needed basis for the LOB.

Some of your key responsibilities include:  

Account Reviews:

• Perform initial and annual account reviews

• Liaise with the Front Office throughout the process to answer questions or concerns

• Work with the Front Office to complete outstanding assigned tasks

• Verify validity of current Investment Policy Statement

• Act as subject matter expert on all things related to account reviews

Client Service/Relationship Management:

• Develop strong working relationships with the Front Office Relationship Teams and other PB support groups

• Act as the primary point of escalation for all account review related issues

• Use sound judgment to resolve problems

• Assist the Front Office with ad-hoc client related requests and/or projects

Reconciliation/Reporting:

• Perform account review recon monthly and bi-annually

• Generate and distribute account rebalancing reminders monthly

• Send monthly task reminders to the Front Office

• Update performance of model portfolios monthly

• Create exception reporting and automated reports

• Generate ESG reports quarterly and on an ad-hoc basis

• Generate wealth projection reports on an ad-hoc basis

Process/Productivity Improvement:

• Gain efficiencies to improve individual and team productivity

• Gain an understanding of the big picture – how specific function impacts the firm

• Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure

• Assess current processes and provide suggestions for streamlining when necessary

• Work on small ad hoc projects as needed

• Participate in UAT for various projects when necessary

• Take on small remediation projects involving data integrity, clean up, and process improvements

What we offer:

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance

• Contracts for an indefinite period, from day one

• Private medical care

• Life Insurance

• Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.

• Professional trainings and qualification support

• Wellbeing Program

• Online Social Fund benefit platform

• Social, sport and integration events

• Onboarding Program for new hires

Desired Qualifications:

• BA or Equivalent

• 1+ year of experience

• Ability to identify, escalate and resolve problems/issues

• Ability to communicate professionally through effective verbal and written communication skills

• Excellent attention to detail, time management and organizational skills

• Strong interpersonal, collaboration and relationship management skills

• Ability to multi-task and prioritize tasks

• Ability to meet deadlines and work under pressure

• Proactive self-starter who is goal-oriented

• Demonstrate risk awareness and ability to identify red flags

• Proficiency in excel a plus, but not required

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.