Performance Reporting Analyst

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 Performance Analyst

Brown Brothers Harriman & Co. (“BBH”) is seeking to hire a Performance Analyst to join the Private Wealth Management Department. The Performance Analyst provides reporting and analysis in support of the Private Banking Business Unit. In this role you will be responsible for calculation and distribution of investment performance and related statistics for separate accounts, verifying the integrity of data used for performance reporting and ensuring Relationship Management teams are receiving required client service levels. The ideal candidate will have an understanding of GIPS compliance in relation to performance reporting.

Some of your key responsibilities include:

1. Reporting Analysis

• Ensure various client projects and requests are completed in a timely fashion and meet or exceed standards.

• Research and respond to internal and external client inquiries. Inquires may be related to unexpected investment portfolio performance results. Analyst may need to research the data that went into calculating performance (underlying accounting, cash flows, etc.)

• Develop and maintain relationships with vendors.

• Subject matter expert on investment performance.

• Maintain Model Portfolio allocations at the direction of Investment Research Group and provide quarterly performance

• Audit performance results, research accounting data, liaise with various Service Delivery groups on proper accounting input

2. Risk and Control

• Ensure accurate and timely performance reporting and analysis.

• Calculate and review performance in accordance with industry standards.

• Assist with internal and external audit requests as needed.

• Ensure existing procedures are current and meet standards.

• Provide documentation for new procedures and ensure compliance with all procedures and controls.

• Develop controls with SD groups to ensure data accuracy

3. Technology, Innovation and Productivity

• Evaluate services and workflows related to performance improvement.

• Provide consultation across departments to ensure compliance with BBH standards.

• Identify ways to improve productivity within department.

• Develop key internal relationships (examples: Front Office Operations and Administration, Relationship Management teams and Marketers) to aide in resolution of client issues.

• Promote team atmosphere through exhibiting leadership, effective communication and professionalism.

• Work across departments and with internal and external clients to ensure quantity and quality standards meet or exceed expectations.

4. Teamwork

• Develop key internal relationships (examples: Front Office Operations and Administration, Relationship Management teams and Marketers) to aide in resolution of client issues.

• Promote team atmosphere through exhibiting leadership, effective communication and professionalism.

• Work across departments and with internal and external clients to ensure quantity and quality standards meet or exceed
  expectations.

Qualifications:

• Bachelor’s degree, Accounting or Finance Degree preferred

• 2+ years of relevant work experience

• Knowledge of Excel, MS Word and standard desktop applications.

• Experience with Bloomberg system.

• Experience with the following systems would be a plus: FirstRate / Addepar/ CAPS

• Emphasis on self-starter attitude and adaptability.

• Exceptional communication in answering inquiries from senior management, and escalating to team management when appropriate

• Good understanding of brokerage, clearance, settlement and securities operations.

• Knowledge of Modern Portfolio Theory statistics and portfolio characteristics for equity and fixed income accounts.

• In-depth knowledge of fixed income and equity markets, securities pricing, market indices, custom benchmarking, corporate actions and asset management accounting.

• Interpersonal skills, excellent written & oral communication skills, excellent analytical ability, good organizational & time management skills, strong PC skills.

• Ability to work well under pressure, good problem-solving skills and leadership qualities.

Salary Range

$75000-$85000

BBH’s 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.