Associate, Investment Research
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About The Position
BBR Partners is a premiere boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 20 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans! The 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 both broadly across high-net-worth clients as well as specifically within individual clients’ portfolios. Over time, you'll be an active participant in internal discussions regarding various investment strategies as well as 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.
