Change Management Lead Project Analyst

Brown Brothers Harriman • Boston, MA

3d • $80,000 - $125,000 • Hybrid

About The Position

The Change Management Lead Project Analyst supports projects within the Change Management discipline of Capital Partners, managing projects of varying sizes that address business goals and needs. The role may cover any or all phases of the project lifecycle and includes business analysis and project management responsibilities, depending on the assignment. The analyst works with project members to define scope, prioritize deliverables, and manage resources, coordinating project teams through planning, scoping, analysis, design, development, testing, and implementation.

The position leads projects and serves as a liaison among project participants to ensure tasks and deliverables are completed. It manages meetings, prepares reporting and project documentation, writes detailed business requirements, supports project management tools, and contributes to user acceptance testing and implementation. The analyst tracks tasks and resources, analyzes issues and data, recommends solutions, escalates concerns, and provides recommendations concerning project status. The department manages a portfolio that includes large-scale initiatives, recurring application upgrades, and smaller enhancements, with a focus on delivering projects on time and within budget to support business goals.

The role may work with business users, sponsors, technology teams, subject matter experts, vendors, and clients. It may lead user acceptance testing, training, and implementation for applications and product rollouts. The position is hybrid and may be based in New York City, Boston, or Philadelphia, with a minimum of three days per week in the office.

Requirements

• Bachelor’s degree required.
• At least 5 years of experience.
• Experience at a financial services firm required.
• Experience using established project management principles and methodologies.
• Ability to handle multiple priorities and adapt flexibly.
• Creative thinking and intellectual curiosity.
• Problem-solving ability and sound judgment.
• Strong analytical and problem-solving skills.
• Strong organizational and time-management skills.
• Strong attention to detail.
• Excellent verbal and written communication skills with all audiences.
• Negotiation and mediation skills.

Nice To Haves

• Private wealth management and/or investment management experience is strongly preferred.
• Experience participating in a portfolio accounting system transition, or familiarity with portfolio accounting concepts, time-weighted returns (TWR), or internal rate of return (IRR) calculations.
• Familiarity with FIS Addvantage, SEI’s Wealth Platform, Charles River Development (CRD) for order management and investment book of records, and/or Addepar.

Responsibilities

• Define project scope and oversee project planning.
• Lead projects and prepare project plans covering task assignments, timelines, dependencies, and critical paths.
• Work with project participants to prioritize deliverables and manage resources.
• Coordinate project teams through planning, scoping, analysis, design, development, testing, and implementation.
• Manage project meetings, prepare materials, and lead or participate in meetings with business users, sponsors, systems groups, vendors, and clients.
• Ensure thorough testing, including user acceptance testing; contribute to UAT planning and execute UAT.
• Track and organize open items and analyze tasks to determine target and actual delivery dates.
• Communicate defects to systems developers, track delivery dates for defect fixes, maintain status reporting, and escalate issues appropriately.
• Document change requests and maintain auditable project files centrally.
• Create project status reporting and other communications for internal and external stakeholders as needed.
• Act as the primary point of escalation for project issues and update or escalate concerns to management.
• Prepare roll-out plans and project launch materials and coordinate successful implementations and product rollouts.
• Gather, validate, and document business requirements and current- and future-state workflows.
• Work with subject matter experts to translate requirements into written Business Requirements Documents.
• Work with technology experts to ensure requirements are appropriately designed and developed.
• Analyze data, research issues, identify key issues, and devise or recommend solutions.
• Lead training and implementation of new and existing applications when specified by a project or rollout plan.
• Follow through on assigned tasks and foster professional, constructive collaboration among project participants.

Benefits

• Annual bonus target; compensation program also includes discretionary bonuses and profit-sharing.
• Benefits supporting long-term savings, healthcare, and income protection.
• Professional development opportunities and time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level