Data Consultancy Associate, Capital Partners

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.

Capital Partners (CP) is undertaking a multi-year data transformation initiative to capitalize on data as a strategic asset. This effort aims to deepen client insights, enhance the quality of data used in investment analytics, and build an AI-ready data platform.

Reporting to the Data Management Lead, the Data Consultancy Associate will serve as a subject matter expert across both strategic and tactical initiatives that advance CP’s data strategy.

Key Responsibilities

• Partner with internal stakeholders including client relationship managers, investment professionals, data scientists, Quants, client reporting, and marketing to understand and define data requirements.
• Translate business needs into clear, actionable user stories and business requirements.
• Collaborate with Change Management to develop project deliverables such as project charters, business requirement documents, data catalogs, and data flow diagrams.
• Work closely with Technology teams to support User Acceptance Testing (UAT) and ensure solutions meet business expectations.
• Provide support to the Data Management Lead across key projects and deliverables.
• Continuously evaluate internal processes and workflows to identify opportunities for operational improvement.
• Develop interim, tactical data solutions to address immediate business needs while long-term strategic capabilities are implemented.

Qualifications

• Bachelor’s degree with 5+ years of experience in data-focused roles within an asset management firm.
• Strong understanding of data domains including accounting, performance, trading, and investment research across asset classes (Fixed Income, Equities, Alternatives).
• Experience partnering with front-office stakeholders to translate business use cases into data requirements.
• Proficiency in data analysis tools (SQL and/or Python preferred).
• Demonstrated ability to collaborate with technologists (e.g., architects, data modelers, engineers) to deliver effective data solutions.
• Self-starter with an entrepreneurial mindset, capable of delivering tactical solutions while contributing to long-term strategic initiatives.

This role can be based in our New York, Philadelphia or Boston locations and will be a hybrid role, with a minimum of three days in office.

   

Salary Range

$80k-$110k 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.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.