Capital Partners - Data 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.

Location: Kraków, 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 Capital Partners - Data Analyst

Brown Brothers Harriman & Co. (“BBH”) is currently recruiting a Data Analyst to join Data, Performance & Reporting team supporting Capital Partners. In this role you will be responsible for data review, correction and enrichment to ensure integrity of data used for performance reporting and ensuring Relationship Management teams are receiving required client service levels.

New hire will focus on utilizing the reporting system used by the team to review and reconcile performance for Capital Partner’ Unified Managed (UMA) and Separately Managed (SMA) Accounts. Daily work will include answering inquiries from Family Office Services relationship teams, as well as creation of monthly and quarterly reports to be sent to senior management and Marketing for further distribution. It may also involve “project” based initiatives.

Successful candidate will also help with process improvement and implementation, constantly looking for ways to make team’s workflows more efficient.

Some of your key responsibilities will include:

Performance reconciliation

• reconciliation of investments accounts against accounting system and Private Funds Portal. Responsibilities include reviewing and correcting account returns, fixing data breaks from missing or incorrectly posted transactions.

Private Investment reconciliation

• Enriching commitment based private investments by adding commitment amounts, correcting net capital calls and distributions by posting each side of transaction separately
• Correcting assignments of interests and secondary sale and purchases
• Reconciling unfunded commitments, total contributions, total distributions and recallable amounts to capital account statements

Data Enrichment

• Loading additional data attributes for reporting purposes

Innovation and Productivity

• Identify ways to improve productivity within department

Teamwork

• Develop key internal relationships to aid in resolution of client issues
• Promote team atmosphere through exhibiting leadership, effective communication and professionalism
• Work across departments and with internal and external clients to ensure quantity and quality standards meet or exceed expectations.

Desired Qualifications:

• BA or equivalent
• 3+ years of relevant work experience
• Ability to communicate professionally through effective verbal and written communication skills
• Ability to work well under pressure, good problem-solving skills including escalation and leadership qualities
• Excellent attention to detail, time management and organizational skills
• Strong interpersonal, collaboration skills
• Ability to multi-task and prioritize tasks
• Ability to meet deadlines and work under pressure
• Proactive self-starter who is goal-oriented
• Demonstrate risk awareness and ability to identify red flags
• Knowledge of Excel, MS Word and standard desktop applications

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.