Investment Analyst Equities

Brown Brothers Harriman

Education
Qualifications
Benefits

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Brown Brothers Harriman (BBH) Capital Partners

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 $80 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:

  • focus on capital preservation
  • value-oriented approach
  • bottom-up fundamental research
  • long-term perspective
  • discipline and patience

BBH Capital Partners seeks to generate attractive long-term investment returns over full market cycles and currently operates three strategies across its equity suite, including Select Series - Large Cap Fund, Select-Series - Mid Cap Fund, and our Concentrated Small & Mid-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 strategies generally hold investments in 10-40 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

We are seeking a highly motivated individual with two or more years of relevant work experience to join our investment team as a junior equity analyst focused on mid-cap US domestic equities. Experience in US domestic equity research is preferred, and all candidates will be asked to complete a case study including a working three-statement financial model. The analyst will be part of a generalist, sector agnostic effort to evaluate companies for the Select Series - Mid Cap Fund. Candidates should demonstrate exceptional intellectual and analytical capabilities, strong internal motivation and drive, high personal integrity, and a passion for investing. We are looking for individuals with a record of high professional and academic achievement.

Responsibilities

  • Provide idea generation and decision support as part of a team
  • Evaluate potential investments through industry and financial statement analysis as well as primary due diligence (interviews with management, competitors, suppliers, customers)
  • Build and update financial and valuation models and other statistical analyses
  • Conduct investment valuation utilizing appropriate methodologies
  • Prepare written investment summaries, documentation of due diligence activities and periodic company updates
  • Monitor companies that are held in the portfolio as well as others that are being actively researched – track company and related industry news flow and earnings, attend industry conferences
  • Actively participate in team meetings in which new ideas are presented for initial vetting or as existing holdings are re-examined; provide constructive feedback and raise key questions

Candidate Profile

  • Undergraduate degree required
  • 2+ years of relevant work experience
  • Strong conceptual and critical thinking skills; able to identify and assess key issues rather than simply filtering and reprocessing information
  • Strong accounting and financial statement analysis skills
  • Excels at building and maintaining financial models
  • Ability to articulate and defend investment theses through both written and oral communications
  • Self-starter; able to operate and think independently
  • Competitive spirit and demonstrated team player

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.

Salary Range

$95,000-$105,000

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. 

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Confirmed 11 hours ago. Posted 14 days ago.

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