Senior Associate, Investment Research

Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families.

Guided by our core values of Empathy, Integrity and Rigor, the firm has organically grown to now manage over $30 billion in assets.

Through our recruitment, learning & talent development, and employee-centric programming, the work environment is inclusive, collaborative, and endlessly curious.

Our greatest asset is our people and the notable culture that we've built. Join us on our journey!

The Senior Associate, Investment Research is primarily responsible for conducting manager and investment due diligence. This includes qualitatively and quantitatively assessing the viability of various investment strategies across high-net-worth clients and specifically within individual clients’ portfolios.

Over time, you'll be an active participant in internal discussions about various investment strategies and external discussions with clients and prospective clients.

The right candidate values collaboration and exhibits exceptional communication skills and a passion for wealth and investment management.

Your Responsibilities :

Investment Research

• Work collaboratively within the Investment Research team to source, diligence, and implement investment strategies for our clients.
• Act as the main point-of-contact within the Investment Research for specific investment strategies.
• Execute searches and perform initial due diligence on a variety of investment strategies.
• Perform ongoing due diligence on investment manager portfolios, businesses, and operations.
• Perform ad-hoc investment research projects as needed.
• Collaborate with Client Advisory team to serve clients when appropriate and recommend adjustments based on changes in clients’ circumstances.

Client and Prospective Client Coverage

• Be an active participant in client and prospect meetings, describing and providing confidence in our investment approach as well as educating clients and prospects on complex investment strategies.
• Assist in providing our clients with comprehensive analysis and views on the market environment.
• Assist in business development activities such as attending networking events and prospective client meetings, while representing BBR in a thoughtful manner.
• Serve as internal investment professional to Client Advisory team members in helping position our investment philosophy and wealth management services in innovative and attractive ways for prospective and existing clients.

Preferred Qualifications :

• 2+ years of experience in investment or asset management.
• Ability to independently source and analyze investment ideas and utilize relationships to provide additional insight.
• Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills.
• Attention to detail, and ability to juggle multiple tasks, respond to changing priorities, and meet deadlines.
• Strong knowledge in investment management concepts and theory particularly relating to asset allocation, portfolio construction and strategy selection.
• Base-level understanding of business, legal, and accounting issues involved in the evaluation of investments.
• Superior written and verbal communication skills and fluency with Excel, Bloomberg, and other essential computer programs / data systems.
• Proven track record of excellence in working within a team and preferably managing and mentoring others.
• High ethical and professional standards.

What We Offer :

• Competitive base salary and incentive compensation.
• Company subsidized medical / Rx, dental and vision insurance for employee, partner & dependents.
• 401K plan, Life insurance, and short & long-term disability coverage.
• One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings
• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
• Personalized development and career growth opportunities.
• Volunteerism opportunities and matching gift program.
• Flexible time off, paid parental leave, and Sabbatical with company tenure.
• Hybrid remote work environment, Work from Anywhere weeks, and casual dress.
• New office space with a variety of perks and amenities including catered lunches & stocked pantry.

Additional Information :

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including prior experience, relevant expertise, current business needs, and market factors.

The expected base salary for the role will generally be between $95,000 and $115,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances.

Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs.

This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department / team performance, and market factors.