Data and Reporting Specialist, Capital Partners
About The Position
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. Join us as a Data and Reporting Specialist, Capital Partners 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.
Requirements
- BA or Equivalent
- 1 + 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.)
- Proficiency in Excel, Word, and PowerPoint
- 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
Responsibilities
- Deliver day-to-day core reporting processes and/or materials to support best-in-class accuracy, presentation and brand guidelines
- Collaborate with Relationship Managers 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 team 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
Benefits
- long-term savings
- healthcare
- income protection
- professional development opportunities
- time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
