Change Management Lead Project Analyst

Brown Brothers Harriman & Co • Philadelphia, NY

1d • Hybrid

About The Position

The Change Management Lead Project Analyst supports projects within the Change Management discipline in Capital Partners. The role initiates, organizes, analyzes, and completes projects of varying sizes that address business goals and needs, and may be responsible for any or all phases of the project lifecycle. Depending on the assignment, the analyst performs business analysis and project management tasks according to established standards and best practices.

The role leads projects, coordinates project teams through planning, scoping, analysis, design, development, testing, and implementation, and works with participants to define scope, prioritize deliverables, and manage resources. It serves as a liaison among project participants, business users, sponsors, systems groups, technology teams, vendors, and clients. The analyst helps deliver projects on time and on budget in support of business-line strategic and tactical goals, working across large-scale projects, recurring application upgrades, and smaller enhancements. The role may also lead user acceptance testing, training, and application implementation as specified in a project or rollout plan.

The position is based in New York City, Boston, or Philadelphia and is hybrid, with a minimum of three days per week in the office. Private wealth management and/or investment management experience is preferred. Experience with portfolio accounting systems or concepts is a plus.

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 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

• Experience focused in private wealth management and/or investment management 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; prepare plans covering task assignments, timelines, dependencies, and critical paths.
• Lead projects and coordinate project participants throughout the project lifecycle, including planning, scoping, analysis, design, development, testing, and implementation.
• Prioritize deliverables and manage project resources with project participants.
• Track project tasks, open items, delivery dates, and actual and target delivery dates; organize work to maintain alignment with project objectives and scope.
• Ensure thorough testing, including contributing to user acceptance test planning and executing or leading user acceptance testing.
• Communicate defects to systems developers, track defect-fix delivery dates, maintain status reporting, and escalate issues appropriately.
• Document change requests and maintain auditable project files and documentation centrally.
• Prepare project status reports and other communications for internal and external stakeholders; provide recommendations and escalate concerns to management, including regarding project status.
• Act as the primary point of escalation for project issues.
• Create rollout plans and project launch materials, and coordinate successful project and product implementations.
• Lead meetings to gather, validate, and document business requirements and current- and future-state workflows.
• Work with subject matter experts to analyze needs and produce written business requirements documents.
• Work with technology experts to ensure requirements are appropriately designed and developed.
• Analyze data, research issues, identify key issues, and recommend solutions.
• Plan meetings, prepare materials, and lead or participate in discussions with business users, sponsors, systems groups, vendors, and clients.
• Communicate professionally and constructively to support collaboration across project participants.
• Take ownership of tasks and follow through with a results-oriented approach.
• Lead or support training and implementation of new and existing applications as set out in project or product rollout plans.

Benefits

• Base salary, discretionary bonuses, and profit-sharing.
• Benefits related to long-term savings, healthcare, income protection, professional development, and time off.

What This Job Offers

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