Data and Reporting Team Lead

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.

Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old

Join us as a Report Servicing Team Lead

The Data and Reporting team is responsible for executing on principles set forth by the Enterprise Data Governance Oversight Committee and delivering accurate and insightful reporting to internal and external clients in a timely manner. The team also works in close coordination with CP Systems and CP Change Management to design and deliver new solutions that support or expand the firm’s product offering.  Functions include, but are not limited to, data stewardship, validation of monthly CRS Statements, creation of Qlik dashboards and the development and preparation of custom reporting.

The Data and Reporting Team Lead is responsible for leading the implementation, maintenance and delivery of client reporting and internal analytics.  The incumbent will also be responsible for the integrity of data created and consumed by Capital Partners.  This role will work closely with the broader CP Ops and Amin organization, Relationship Management, Investor Services, Portfolio Management, Legal and Compliance. 

Some of your key responsibilities include:  

Client Reporting             

• Escalation contact for Institutional Client Group, MFO RM, Portfolio Management, and Senior leadership for internal and external client reporting requests

• Develop an expertise in CP strategies to effectively develop and deliver product-level content in client reporting; this includes but may not be limited to, tailoring portfolio positioning, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc.

• Understand the IM strategies, the general reporting needs of our clients invested in the strategies, and the guidelines which govern our activities related to client reporting

• Peer reviewing client deliverables completed by the team as needed to ensure accuracy, data reasonability, etc.

• Take the lead on production of customized  reporting, including writing of business requirements for new or existing  reporting needs and work with technology to build, test and implement the reporting solutions

• Primary day-to-day contact responsible for ensuring timely/accurate delivery of information/data requests and other adhoc requests

• Oversee the review and adjustments to standard monthly reports to ensure reports are sent out in a timely manner

• Assist with ensuring that reports presented to clients (periodic meetings or ad hoc requests) reflect information that is both complete and of the highest quality, and are produced within the required timelines

• Perform daily/ monthly data quality checks, and escalate unexplained discrepancies to CP systems and management

People Leadership         

• Work collaboratively with other team leads to set high standards

• Foster a collaborative and team orientated approach to Client Services across operational teams

• Manage and direct the activities of the team

• Provide timely and constructive feedback to team members

What we offer:

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance

• Contracts for an indefinite period, from day one

• Private medical care

• Life Insurance

• Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.

• Professional trainings and qualification support

• Wellbeing Program

• Online Social Fund benefit platform

• Social, sport and integration events

• Onboarding Program for new hires

Desired Qualifications:

• Bachelors degree

• 5+ years of relevant experience, specifically within Financial Services industry

• Strong understanding of client reporting needs

• Strong relationship and people management skills; Ability to build strong partnerships with key stakeholders

• Ability to effectively interact with all levels of management in multiple LOBs

• Strong written and oral communication skills

• Excellent time management skills

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.