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Sr. Equity Analyst - Mid Cap

Sr. Equity Analyst - Mid Cap

Brown Brothers HarrimanNew York, NY, US
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Mid Cap Fund Analyst

At BBH, partnership is more than a form of ownershipits 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 whats next, this is the right place to build a fulfilling career.

BBH Capital Partners mission is to protect and grow their clients capital over meaningful periods of time, focusing on scalable investment strategies that lead to differentiated results. With over $100 billion in AUM, BBH Capital Partners has been managing equity and fixed income portfolios for over 80 years, with a unique investment approach founded upon the following core principles :

  • Durable and profitable growth
  • Long-term compounding potential
  • Capital preservation
  • Value-oriented approach
  • Bottom-up fundamental research
  • Discipline and patience

BBH Capital Partners seeks to generate attractive long-term investment returns over full market cycles and currently operates four strategies across its equity suite, including two large cap strategies (Core Select and Dividend Growth), the Select Series Mid Cap Fund, and our Concentrated Small Cap Strategy. These strategies employ a long-term business-ownership approach within a discount to intrinsic value framework. Our analysts seek to identify well-managed, structurally advantaged, durable cash flow generative businesses that meet demanding qualitative criteria and are trading at an attractive discount to estimated intrinsic value. These BBH small and mid-cap strategies generally hold investments in 10-30 companies with a target holding period of three to five plus years. Investments are actively managed and are driven purely by a bottom-up research driven process.

The Role

The analyst will identify, analyze, and recommend US stocks for inclusion in the Select Series Mid Cap Fund that meet our business, management, and valuation criteria. They will evaluate potential investments across a wide range of industries through extensive primary due diligence supported by financial statement analysis and valuation modeling. The analyst will prepare written investment summaries, due-diligence files and regular company updates and will support strong long-term investment performance via a commitment to excellence in equity research.

The Successful Candidate Will :

  • Be detail-oriented and highly analytical
  • Possess excellent written and verbal communication skills
  • Have a commercial mindset
  • Possess an investment temperament of balance, respect, and high conviction
  • Be intellectually curious
  • Be a collaborative member of the team
  • Be comfortable and capable operating as a generalist across all industries
  • Candidate Profile

  • 8+ years buy-side or combined sell-side / buy-side equity analyst experience
  • The Analyst will possess an investment framework and philosophy that encompasses a bottom-up, long-term mentality and a bias towards deep and thorough due diligence
  • The Analysts career experience and personal investment philosophy should align with BBHs bottom-up, discount to intrinsic value investment research framework
  • While sector specific investment experience is appreciated and additive, the ideal candidate will have extensive experience across a range of business models
  • The Analyst will be an excellent communicator, exhibit expertise in forming data-driven recommendations, and debate the validity of an investment idea in a highly collaborative environment
  • This individual will make recommendations, verbally and in written form, and exhibit a high level of comfort discussing recommendations in both ad hoc and formal settings
  • The successful candidate will be hands-on, proactive and thrive in a highly collaborative team setting
  • An advanced degree and / or CFA is preferred but not required
  • The successful candidate will possess strong accounting and financial statement analysis skills and the ability to build and maintain financial models
  • 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.

    $170,000-$200,000 plus annual performance bonus

    BBHs 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. BBHs total rewards package recognizes your contributions with more than just a paycheckproviding 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 hasnt followed a traditional path, includes alternative experiences, or doesnt 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 developmentso 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 advicecreating 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, oftenpushing 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.

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