
Public Equities Product Specialist
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Job Description
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.
The Public Equities (PE) Product Specialist will support the creation and management of product-specific material and messaging to existing clients, prospective clients and intermediaries, both internal and external. The PE Product Specialist will be part of a team that serves as a critical intermediary between the Public Equities Research and Portfolio Management Teams and the various Capital Partners' Relationship Management and Business Development teams that service both Private Banking and institutional clients. This individual will work in a team-oriented environment with a group of research analysts and portfolio management professionals. A background in public equity, with strong analytical, writing, presentation and communication skills are required attributes for the position.
Marketing & Publishing- Over 50%
- Coordinate the production, delivery and ongoing quality control of all internal and external Public Equities collateral for use by the Private Banking and Institutional Relationship Management teams in their ongoing communication with clients and prospective clients, as well as for use in internal and external oversight groups/boards; collateral includes briefing materials, factsheets and product commentaries and material, as well as periodic product-oriented summaries for all Public Equities product categories
- Coordinate all internal and external client engagement activities, including our Let's Talk Stocks Series
- Cultivate and maintain key industry relationships and professional network
Product Management- 20-35%
- Lead the implementation of plans to improve the quality, quantity and timeliness of product-oriented communications geared towards all of our various client groups
- Support product development activities and initiatives, at the point of design and subsequent commercialization efforts
- Work with Capital Partners Marketing and Sales teams to develop and improve RFP narratives and marketing materials, and serve as the primary quality control person as it relates to all Public Equities product-specific narratives in all questionnaires, RFPs and 3rd party marketing databases
Product Strategy- Under 20%
- Attend Public Equity policy/strategy sessions of the Line of Business and Firm, to serve as a representative of the Public Equities team, and support the communication of key strategies, initiatives and product developments
- Develop an understanding of key industry competitors, their products, pricing, competitive advantages/disadvantages, vulnerabilities and marketing strategy
- Supervise the collection and dissemination of competitive market data (performance, product specifications, new competitors) for all Public Equities products
- Maintain a clear understanding of factors affecting equity research and portfolio management and the securities/investment related markets
Qualifications:
- BA/BS required; MBA and/or CFA are preferable
- Public equity market, product, research, and portfolio management knowledge with at least 3 years of relevant experience in a public equity research, marketing or consulting role
- Familiarity with both private wealth management and institutional asset management
- Self-starter, with strong time management and project management skills
- Strong writing, presentation, and communications skills
- Strong relationship building skills
- Team player, flexible, detail-oriented, client service attitude
- Ability to prioritize, manage and deliver timely, accurate highly professional assignments under heavy workloads and responsibilities
- Ability to anticipate potential problems and respond effectively
Salary Range
$100,000 - $120,000
BBH's 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. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing 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 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.
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.
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