Data and Portfolio Management Program Manager

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.

The Data and Portfolio Management Program Manager is responsible for managing the strategy, prioritization and execution of strategic projects for several products and applications that support our Private Banking and Investment Management groups. S/He will participate in formulating strategy at the group level and oversee their team in all phases of the project life cycle, from initiation, analysis, organization, completion, and deployment of small to large sized projects that address business goals and needs. S/he will be responsible for identifying, hiring, training, and managing a team of BA and PM specialists who in turn will be responsible for handling complex requests by the front office/client, planning and determining technology upgrades, as well as resolving complex problems as they arise within the LOB.  

Responsibilities include:

Project Management Leadership:

• Meet with relevant Capital Partners stakeholders to determine priorities, planning and resourcing
• Set the agenda and business plan for specific products and technology upgrades, determining the timing of all related enhancements and projects, and ensuring availability of resources
• Partner closely with Private Banking Change Management manager on deliverables
• Accountable for continuous improvement and refining associated processes.
• Accountable for project implementation success, including defining scope, project planning, business analysis, testing, escalating risks and timely delivery

Team Management and Oversight:

• Responsible for identifying, hiring, training, and managing a team (4+) of Project Managers (PMs) and Business Analysts (BAs)
• Coordinate as needed with outsourced UAT testing resources
• Serve as SME and primary escalation point for team members

Documentation, Analysis, and Communication:

• Create project reporting on project status and manage project planning documentation
• Work with subject matter experts to understand requirements which are converted into a written Business Requirements Document
• Act as the primary point of escalation for all issues and recommend solutions
• Analyze tasks to determine appropriate target and actual delivery dates
• Work with technology experts to ensure appropriate design and development of requirements
• Lead or participate in meetings with business users and sponsors, systems groups, vendors, and clients 
• Communication professionally and constructively to manage collaboration across project participants
• Takes ownership and follow through on tasks; results oriented

Qualifications:

• Bachelor’s degree in a relevant discipline required
• 10+ years of experience in strategy, change management, project management and implementation, and/or business analysis
• Managerial experience (1+ direct reports) leading teams
• Ability to design efficient workflows for process improvement
• Past project implementation experience focused on data management, cloud infrastructure, fixed income portfolio management, quant analysis, or portfolio accounting is required
• Solid understanding of at least one or more of the below products:
  • STAR
  • AddVantage
  • SEI Wealth Platform
  • Charles River Development (CRD)
  • Bloomberg
  • InvestTools CreditScope or Perform
  • Informatica
  • GoldenSource
  • BI Tools
  • Master Data Management Tools
  • Data Quality Management Tools

• Ability to identify, escalate and resolve problems/issues
• Ability to communicate professionally through effective verbal and written communication
• Demonstrates efficient time management
• Excellent attention to detail, time management and organizational skills
• Strong interpersonal, collaboration and relationship management skills
• Ability to multi-task and prioritize tasks
• Strong management and leadership skills
• Ability to meet deadlines and work under pressure
• Proactive self-starter who is goal-oriented
• Demonstrate risk awareness and ability to identify red flags

This role can be based in either our New York City or Philadelphia locations and is a hybrid role, with a minimum of three days per week in office.

Salary Range

NYC: $130k-$170k base salary + 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. 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.