Data and Reporting Specialist, Capital Partners

Data And Reporting Specialist, Capital Partners

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. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.

Join us as a Data and Reporting Specialist for Capital Partners. In this role, you will be responsible for providing data, analytics and reporting to key stakeholders. You will own 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.

Some of your key responsibilities include:

• Deliver day-to-day core reporting processes and/or materials to support best-in-class accuracy, presentation and brand guidelines
• Collaborate with Relationship Managers to create reports and client presentations
• Understanding of 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

Desired qualifications:

• BA or equivalent
• 1+ years of relevant experience
• Knowledge of investment management and advisory business including compliance principles
• Familiarity with automation platforms (i.e, Qlik/Nprinting, SEISMIC, SmartCapture etc.)
• 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 with autonomy as well as in a team environment
• Organized and willing to take on additional responsibilities
• Solution oriented

This role is based in our New York City location and is a hybrid role, with a minimum of three days per week in office.

Salary range: $65k-$75k + annual bonus target

BBH and its affiliates' 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. 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.

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. 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.

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.