Client Implement Analyst II

Posted 5 Days Ago
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Kraków, Małopolskie
5-7 Years Experience
Fintech • Financial Services
The Role
The Client Implementation Analyst II at BBH is responsible for project planning, requirement analysis, and workflow design to onboard clients to Infomediary Data Solutions. The role involves gathering client requirements, ensuring communication throughout projects, and executing testing phases to validate client specifications.
Summary Generated by Built In

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

The Client Implementations Business Analyst II performs project planning, requirement analysis, workflow design, test planning and execution in support of on-boarding internal and external clients to Infomediary Data Solutions suite of products. The individual operates as a key spokesperson for clients to manage their expectations during the projects to ensure appropriate communication and follow through of project activities. S/he makes decisions on client-related technology development and management activities and ensures the correct business functionality, requirements, and industry standards are addressed with proposed solutions. 


Some of your key responsibilities include:

  • Participate in and contribute to internal and/or external client workshops/meetings to gather, understand and document client’s project goals, workflows, complex business needs, gaps, and opportunities.

  • Describe the client business need/problem statement and potential solution in terms that both business and technical teams can understand.

  • Ensure that all participants understand the objectives of the project and work together toward a common goal.

  • Work with the client to understand the business need and gather data to document requirements that meet the project scope.

  • Support the creation of a design solution that satisfies the client need, aligns with the project scope, and meets the goals and objectives.

  • Perform detailed analysis to support client workflow, client configuration set up, mapping specifications, data gathering.

  • Maintain issue log; coordinate and support communications surrounding all aspects of assigned projects.

  • Lead the client through all project materials, present the solution and review client specifications to obtain client sign off.

  • Ensure methodology is followed for project; provide meaningful feedback in accordance with departmental standards and guidelines.

  • Compose test plans, test cases, execute UAT and support client testing needs.

  • Ensure that all phases of testing, including user acceptance testing, regression testing, client testing and parallel/pilot testing, validate that development meets the specifications of requirements and design and satisfies the project scope.

  • Apply industry knowledge and standards to BBH’s products and client workflows to ensure the most efficient and effective client solutions. Identify gaps in current products or solutions, and participate in creating new solutions to fill these gaps.

  • Solve difficult problems as needed through proposing insightful, knowledgeable, effective solutions.

  • Escalate budget and/or change of scope variances as appropriate.

  • Demonstrate a comprehensive understanding of the Infomediary and Data Services products and services.

  • Understand the changing business needs and how it impacts the client workflows and recommend solutions.

  • Participate in post project reviews and document lessons learned.


What We Offer:

  • 2 additional days added to your holiday calendar for Culture Celebration and Community Service.

  • Private medical care for you and your family.

  • Life Insurance.

  • Hybrid Working Opportunities.

  • Professional trainings and qualification support.

  • Thrive Wellbeing Program.

  • Online benefit platform.

  • Contracts for an indefinite period of time with no probation


Desired qualifications:

  • BA/BS degree, and/or equivalent work experience.

  • 5 to 7+ years related work experience.

  • Financial services industry knowledge and experience.

  • Solid understanding of custody operations and fund accounting workflows.

  • Understanding of the key roles assumed by Custodians, Fund Accountants, Fund Administrators, and Transfer Agents preferred.

  • Experience applying project management principles and best practices including planning, scope management, business analysis, use case development, risk and issues management, test planning, test scrip writing, test case execution.

  • Proficiency using windows-based applications, including MS Office applications such as Word, Excel, PowerPoint as well as web-based applications such as JIRA and Confluence.

  • Demonstrated knowledge of SWIFT messaging and data file transmission methods such as FTP and MQ, and API.

  • Creative and effective problem-solving and analytical skills.

  • Ability to recognize one's own strengths and limitations, taking appropriate initiative to pursue development activities and seek assistance as needed.

  • Proactive and results-oriented.

  • Demonstrated ability to work in a team-oriented environment.

  • Excellent written communication skills.

  • Ability to communicate effectively, professionally, and with clarity.

  • Organizational skills and ability to multi-task.

  • Experience developing and delivering presentations.

What You Can Expect At BBH:
If you join BBH you will a find collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately, we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others

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.

The Company
HQ: New York, NY
5,756 Employees
On-site Workplace
Year Founded: 1818

What We Do

Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 17 locations throughout North America, Europe and Asia.

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