Senior Change Management Lead Project Analyst

Brown Brothers Harriman•Philadelphia, PA

2d•Hybrid

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. The Senior Change Management Lead Project Analyst will be responsible for supporting projects falling under the Change Management discipline within Capital Partners. They will lead the initiation, organization, analysis, and execution of small, medium, and large sized projects that address business goals and needs. S/he will be responsible for any or all phases of the project life cycle and is responsible for execution of both business analysis and project management tasks (depending on assign role within a project) across their team in accordance with standards and best practices. This position works with project members to define scope, prioritize deliverables, and manage resources. They will lead the project team throughout the project lifecycle including planning, scoping, analysis, design, development, testing, and implementation. They will manage and oversee project meetings, write detailed requirements, complete required project reporting, maintain project documentation, and support the use of project management tools. They will be accountable for timely completion of user acceptance test planning and user acceptance testing. Finally, they will manage and oversee the successful implementation of the projects and product roll outs. The Senior Change Management Lead Project Analyst is results-oriented and understands the impact of the project on the organization. The role leads small, medium, and large sized projects that address complex business goals and needs. The Senior Change Management Lead Project Analyst will track project tasks, align resources, execute analysis, and write requirements to ensure alignment with project objectives and scope. They will escalate concerns to management and provide recommendations to help determine when project status may change from green, amber or red. The role of the department is to manage and execute a portfolio of projects. This role will work on new large-scale projects budgeted, recurring application upgrades, and smaller application enhancements. This role will strive to deliver projects on time and on budget, helping to achieve strategic and tactical goals of the business line. The Senior Change Management Lead Project Analyst role serves as a liaison between individuals assigned to specific projects to ensure project tasks and deliverables are being met. This will include managing project meetings, creating project reporting, working with subject matter experts to understand and write requirements, working with the technology team to ensure appropriate design based on requirements, and updating and escalating to management, as needed. The role may interact with external vendors as needed based on project scope. Private wealth management and/or investment management experience is preferred. Experience participating in a portfolio accounting system transition, or experience with portfolio accounting concepts, time-weighted returns (TWR) or internal rate of return (IRR) calculations is a plus. Familiarity with FIS Addvantage, SEI’s Wealth Platform, Charles River Development (CRD) for order management and investment book of records, or Addepar is a plus.

Requirements

Bachelor’s degree required
8+ years of experience in relevant discipline
Experience using established project management principles and methodologies required
Flexible and able to handle multiple priorities
Creative thinking, intellectual curiosity
Ability to design efficient workflows for process improvement
Ability to identify, escalate and resolve problems/issues
Demonstrates efficient time management
Problem-solving and sound judgment
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 with a portfolio accounting system transition, FIS Addvantage product or SEI’s Wealth Platform product is a plus.
Experience participating in a portfolio accounting system transition, or experience with portfolio accounting concepts, time-weighted returns (TWR) or internal rate of return (IRR) calculations is a plus.
Familiarity with FIS Addvantage, SEI’s Wealth Platform, Charles River Development (CRD) for order management and investment book of records, or Addepar is a plus.

Responsibilities

Project Management and Execution Lead projects and oversee project planning and scoping.
Prepare a plan for the project, including task assignments, timelines, dependencies, and critical paths.
Work with project participants to prioritize deliverables and manage resources
Ensure thorough testing, including user acceptance testing
Track and organize open items
Partner closely with Change Management Program Manager on deliverables
Identify opportunities for continuous improvement and refining associated processes
Escalate issues to management as appropriate with proposed solutions
Responsible for identifying, hiring, training, and managing a small team (1+) of Project Managers (PMs) and Business Analysts (BAs)
Data Collection & Documentation Communicate defects to Systems developers.
Track delivery dates for defect fixes and maintain status reporting.
Escalate appropriately.
Document Change Requests Responsible for the creation of project reporting on project status
Maintain auditable files centrally associated with project Act as the primary point of escalation for all issues
Responsible for roll-out plans and project launch materials
Analysis Identify key issues and recommend solutions
Oversee analysis tasks to determine appropriate target and actual delivery dates
Work with subject matter experts to understand requirements which are converted into a written Business Requirements Document
Work with technology experts to ensure appropriate design and development of requirements
Communication Plan meetings, prepare materials, and lead meetings with business users and sponsors, systems groups, vendors, and clients
Prepare project status reporting and other project communications for internal and external stakeholders as needed
Communication professionally and constructively to manage collaboration across project participants
Takes ownership and follow through on tasks; results oriented

Benefits

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing.
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.

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