Data and Reporting Specialist, Capital Partners

Data and Reporting Specialist, Capital Partners As a Data and Reporting Specialist for Capital Partners, you will be responsible for providing data, analytics and reporting to key stakeholders, owning activities related to delivering reports and presentations that align with the requirements and needs of internal and external clients. You will also act as a Data Steward and ensure that BBH’s core data governance principles are being adhered to. Responsibilities Deliver day‑to‑day core reporting processes and materials supporting best‑in‑class accuracy, presentation and brand guidelines Collaborate with Relationship Managers to create reports and client presentations Understand client data and operational functions that align with reporting Implement reporting and automation technology best practices and recommend improvements based on firm and industry guidelines to drive business results Partner with CP Systems team to create requirements for, test, and implement new reporting requests Reconcile internal databases to source systems to ensure cleanliness of consumable datasets Develop and maintain process and procedures documentation Qualifications Bachelor’s degree or equivalent At least 1 year of relevant experience Knowledge of investment management and advisory business including compliance principles Familiarity with automation platforms (e.g., Qlik/Nprinting, SEISMIC, SmartCapture) Proficiency in Excel, Word, and PowerPoint Ability to meet deadlines while working under pressure Excellent written and verbal communication skills with a professional customer‑service approach Strong detail orientation Ability to work autonomously as well as in a team environment Organized and willing to take on additional responsibilities Solution oriented Location and Compensation New York City – hybrid role with a minimum of three days per week in the office. Salary Range: $65k–$75k plus annual bonus target. Equal Opportunity Employer 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. #J-18808-Ljbffr