Data and Reporting 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.

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

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. As a Data and Reporting Analyst for Capital Partners, you will be responsible for providing data, analytics and reporting to key stakeholders. In this role, you will own activities related to delivering reports and presentations that align with the requirements and needs of internal and external clients.  The Data and Reporting Analyst is also responsible for the delivery of client reporting and internal analytics.  The incumbent will also be responsible for the integrity of data created and consumed by Capital Partners. 

Some of your key responsibilities include:

• Collect data from multiple sources and databases to create reporting that can be used to drive decision making.

• Develop and create data layout designs, charts, graphs, heat maps and process flow diagrams.

• Analyze data needs and make recommendations for automated repeatable processes.

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

• Develop and enhance processes utilizing forms, templates, and collaboration tools such as SharePoint and Confluence.

• Collaborate with business owners / stakeholders to understand business needs, and project specifications.

• Provide regular updates to keep end users informed of progress and issues. Lead deliverables as assigned, incorporating standard project management methodologies.

• Gain an understanding on how transactional client data has an impact on reporting.

Desired Qualifications:

• Bachelors degree or Equivalent

• 3-5 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

• Strong written and oral communication skills

• Excellent organization and time management skills

• Experience with SQL and reporting tools such as PowerBi, Tableau, Qlik

• Advanced experience in Excel, Word, and PowerPoint

• Strong analytical and problem-solving skills

• Strong attention to detail

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

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.