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 Data and Reporting Specialist
As a Data and Reporting Specialist 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. You will also act as a Data Steward, and ensure that BBH’s core data governance principles are being adhered to.
Some of your key responsibilities include:
Deliver day-to-day core reporting processes and/or materials to support best-in-class accuracy, presentation and brand guidelines
Collaborate with Relationship Management to create reports and client presentations
Understanding of client data and operational functions that align with reporting
Implement reporting and automation technology best practices and recommend improvements based on Firm and industry guidelines to drive business results
Partner with CP systems to create requirements for, test, and implement new reporting requests
Reconcile internal databases to source systems to ensure cleanliness of consumable datasets
Develop and maintain process and procedures documentation
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:
BA or Equivalent
2 + years of relevant experience
Knowledge of investment management and advisory business including compliance principles
Familiarity with automation platforms (i.e, Qlik/Nprinting, SEISMIC, SmartCapture etc.)
Ability to meet deadlines while working under pressure
Excellent written and verbal communication skills with a professional customer-service approach
Strong detail orientation
Ability to work with autonomy as well as in a team environment
Organized and willing to take on additional responsibilities
Solution Oriented
Proficiency in Excel, Word, and PowerPoint
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.
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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.
