Change Management Lead Project Analyst

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. Change Management Lead Project Analyst will be responsible for supporting projects falling under the Change Management discipline within Capital Partners. They will initiate, organize, analyze, and complete small, medium, and large sized projects that address business goals and needs. They will be responsible for any or all phases of the project life cycle and for the execution of both business analysis and project management tasks (depending on assigned role within a project) in accordance with standards and best practices. This position works with project members to define scope, prioritize deliverables, and manage resources. They will coordinate the project team throughout the project lifecycle including planning, scoping, analysis, design, development, testing, and implementation. They will manage project meetings, write detailed requirements, complete required project reporting, maintain project documentation, and support the use of project management tools. They will contribute toward user acceptance test planning and execute user acceptance testing. Finally, they will coordinate and oversee a successful implementation of the projects and product roll‑outs. The Change Management Lead Project Analyst is results‑oriented and understands the impact of the project on the organization. The role leads small, medium, and large sized projects that address business goals and needs. The Change Management Lead Project Analyst will track project tasks, align resources, execute analysis, and write requirements to ensure alignment with project objectives and scope. They will elevate concerns to management and provide recommendations to help determine when project status may change from green, amber, or red. The role of the department is to manage and execute a portfolio of projects. This role will work on new large‑scale projects budgeted, recurring application upgrades, and smaller application enhancements. This role will strive to deliver projects on time and on budget, helping to achieve strategic and tactical goals of the business line. The Change Management Lead Project Analyst role serves as a liaison between individuals assigned to specific projects to ensure project tasks and deliverables are being met. This will include managing project meetings, creating project reporting, working with subject matter experts to understand and write requirements, working with the technology team to ensure appropriate design based on requirements, and updating and escalating to management as needed. The role may interact with external vendors as needed based on project scope. This role leads effective meetings to gather, validate and document business requirements as well as current and future state workflows, analyzes data, researches issues, and devises solutions for the project. In addition, they may lead user acceptance testing, training, and implementation of new and existing applications as defined in a project or product roll‑out plan. Private wealth management and/or investment management experience is preferred. Experience participating in a portfolio accounting system transition, or experience with portfolio accounting concepts, time‑weighted returns (TWR) or internal rate of return (IRR) calculations is a plus. Familiarity with FIS Addvantage, SEI’s Wealth Platform, Charles River Development (CRD) for order management and investment book of records, and/or Addepar is a plus. Key Responsibilities Project Management and Execution Define project scope and oversee project planning. Lead projects. Prepare a plan for the project, including task assignments, timelines, dependencies, and critical paths. Work with project participants to prioritize deliverables and manage resources. Ensure thorough testing, including user acceptance testing. Track and organize open items. Data Collection & Documentation Communicate defects to Systems developers. Track delivery dates for defect fixes and maintain status reporting. Escalate appropriately. Document Change Requests. Create project reporting on project status. Maintain auditable files centrally associated with project. Act as the primary point of escalation for all issues. Responsible for roll‑out plans and project launch materials. Analysis Identify key issues and recommend solutions. Analyze tasks to determine appropriate target and actual delivery dates. Work with subject matter experts to understand requirements which are converted into a written Business Requirements Document. Work with technology experts to ensure appropriate design and development of requirements. Communication Plan meetings, prepare materials, and lead or participate in meetings with business users and sponsors, systems groups, vendors, and clients. Prepare project status reporting and other project communications for internal and external stakeholders as needed. Communicate professionally and constructively to manage collaboration across project participants. Takes ownership and follow through on tasks; results oriented. Qualifications Bachelor’s degree required. 5+ years of experience. Experience at a financial services firm required. Experience focused in private wealth management and/or investment management is strongly preferred. Experience using established project management principles and methodologies. Flexible and able to handle multiple priorities. Creative thinking, intellectual curiosity. Problem‑solving and sound judgment. Analytical and problem‑solving skills. Strong organizational and time‑management skills. Strong attention to detail. Excellent verbal and written communication skills with all audiences. Negotiation and mediation skills. This role can be based in either our New York City, Boston, or Philadelphia locations and is a hybrid role, with a minimum of three days per week in office. Salary Range $90k‑$110k base salary + annual bonus. BBH and its affiliates’ compensation program includes base salary, discretionary bonuses, and profit‑sharing. The anticipated base salary range shown above is 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 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 Brown Brothers Harriman