Investment Review Analyst

BBH is recruiting an Investment Review Analyst to support the oversight of securities/funds held in client accounts. The Analyst will monitor investments for material risks, performance issues, and alignment with client objectives. The role plays a critical part in identifying potential concerns in individual securities and funds, and in escalating those risks appropriately.

Requirements

• Monitor investments held in client accounts for material risks, underperformance, or concentration issues.
• Conduct research and prepare investment review reports.
• Maintain internal tracking systems and documentation to demonstrate robust monitoring of non-portfolio holdings.
• Proactively flag funds or strategies that present risk to capital preservation or client objectives and escalate concerns to team lead.
• Conduct ad-hoc due diligence requests on prospective and Single Family Office client (non-platform) investments.

Benefits

• Long-term savings
• Healthcare
• Income protection
• Professional development opportunities
• Time off