Capital Partners Head of Data and Reporting

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.

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Brown Brothers Harriman is currently recruiting a Head of Data and Reporting to join our Capital Partners (CP) line of business. As the CP Head of Data and Reporting, you will be responsible for overseeing our Data Governance and Reporting Pillar for the combined Investment Management and Private Banking businesses. You will oversee the teams responsible for client reporting, performance reporting, composite reporting, client statements and management reporting. You will also be responsible for setting both a governance and reporting strategy and overseeing the respective teams to ensure the timely execution of the strategy.

You will be responsible for defining the CP Data Roadmap in close coordination with our Technology group. Your approach will include organizing and designing strategic and tactical initiatives to ensure continued accuracy and enhanced accessibility of data. Key activities will be defining and driving the content of the Roadmap including current state assessment, future demand, with prioritization based on business need, while balancing speedy delivery of critical functionality with long-term business goals. These activities will improve our ability to service client needs and respond to inbound requests from consultants and prospects related to sales efforts.

Some of your key responsibilities include:

Establish and Oversee the CP Data Governance initiative:

• Ensure business is being well served by providing reliable, accurate and timely data delivery
• Oversee subject matter experts related to data governance
• Ensure CP business plan aligns with the firm’s overall data strategy

Management Reporting:

• Develop strong working relationships with the Front Office Relationship Teams and other CP support groups to determine reporting needs
• Work with SMEs on their team to execute on the needs

Performance Reporting:

• Oversee the group responsible for performance and composite reporting
• Data governance including oversight of data stewardship, data mapping, data provisioning, data management, and data quality. You must keep a pulse on the industry, and research, evaluate and recommend new technologies, tools and frameworks

Process/Productivity Improvement:

• Manage current talent and add talent to the team to achieve overarching goals
• Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure
• Make recommendations that improve employee and client experiences as they interact with data

Qualifications:

• BA or equivalent with 10+ year of relevant experience
• Ability to manage a large team
• Deep knowledge of Fixed Income instruments and related data elements
• Excellent attention to detail, time management and organizational skills
• Strong interpersonal, collaboration and relationship management skills and effective verbal and written communication
• Ability to multi-task and meet deadlines under pressure
• Proactive self-starter who is goal and solution oriented
• Demonstrate risk awareness and ability to identify red flags
• Solid understanding of AddVantage, FirstRate, Addepar, PB Portal, PB Mobile App, PB Data Warehouse
• Experience with Oracle Databases and SQL
• Experience with reporting tools, Power BI, Tableau, Cognos, Hyperion

   

Salary Range

$150,000 - $200,000 plus annual incentive

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. 

 

We value diverse experiences. We value diverse experiences and transferrable skillsets. 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.

About BBH:

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. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. 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.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

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.