Senior Business Operations Analyst

Posted 10 Days Ago
Be an Early Applicant
Boston, MA
Senior level
Fintech • Financial Services
The Role
The Senior Business Operations Analyst at BBH will improve operational processes for Infomediary Data Solutions, engage with teams for RFP and contractual compliance, support client onboarding, and facilitate efficient billing operations while ensuring accuracy and adherence to compliance policies.
Summary Generated by Built In

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.

Brown Brothers Harriman is currently hiring a Business Operations Senior Analyst to join our Infomediary Data Solutions organization.

IDS offers a suite of solutions for BBH clients in the data and digital space leveraging our Infomediary platform, which brings together our data management technology and managed services to help clients take full command of their data. Infomediary Data Solutions makes data useable for businesses by designing, building, and maintaining custom master data domains that drive the processes and systems that run our client’s operating models.
 

Reporting to the Business Operations Lead, the Business Operations Senior Analyst will be responsible for sustaining operational processes and controls for multiple disciplines in support of Infomediary Data Solutions.  Because the role will directly support multiple functional disciplines within Infomediary Data Solutions and InServ, interaction with both senior managers and respective teams is expected. Direct experience with risk & controls, including experience with assessing and implementing processes to close control gaps is key. 
Responsibilities include:
 

  • Continually reassess, develop, and implement processes that increase efficiency within the team, while maintaining the highest standards of accuracy. Interact with other members of the department and the firm as needed to accomplish project objectives
  • Acts as lead on RFP & DDQ requests, collaborating with Product and Relationship Management to consolidate responses and maintain Qvidian content
  • Coordinate with Sales and Relationship Managers that contracts are reviewed by OGC (Office of the General Contract) and reviewed by NBRG (New Business Review Group) prior to signing.  Ensure that KYC documentation is submitted and approved by Compliance prior to the client going live.
  • Ensure that documentation is stored according to the records retention policy to guarantee that documentation is always up to date and accessible and reconciled with the official client list and authorized signers list
  • Collaborate with Relationship Managers, Client Implementations and other teams to support the execution of client onboarding, ensuring new projects adhere to existing fee schedules and compliance policies
  • Ensure the smooth, effective operation of the monthly billing cycle across products and projects.  This includes an accurate review of invoices, timely delivery of invoices to clients, proper escalation and resolution of high exposure items, and providing superior client service while maintaining proper standards and controls.


Candidate Qualifications include:

  • Bachelor's degree in business, accounting, management, finance, economics, or similar preferred.  MBA, Masters, or other advanced degree a plus
  • 5+ years of relevant experience related to the duties and responsibilities specified
  • Strong financial services industry knowledge and experience preferred. Understands and appreciates business concepts and requirements as applicable to a multi-faceted financial services organization
  • Intellectual curiosity and inclusive leadership with a passion for continuous learning and development
  • Ability to analyze complex issues and make sound business decisions
  • Consistent attention to detail, while being strategic and seeing the big picture
  • Proactive and solution-oriented with the ability to drive action in solving problems
  • Work under pressure, with composure and accuracy.  Flexible to adjust quickly to multiple demands, shifting priorities, ambiguity, and rapid change.
  • Ability to facilitate effective meetings and deliver presentations

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.

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The Company
HQ: New York, NY
5,756 Employees
On-site Workplace
Year Founded: 1818

What We Do

Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 17 locations throughout North America, Europe and Asia.

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