Change Management Lead Project 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.

The Change Management Lead Project Analyst will be responsible for supporting projects falling under the Change Management discipline within Capital Partners. They will initiate, organize, analyze, and complete 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) in accordance with standards and best practices.  This position works with project members to define scope, prioritize deliverables, and manage resources.

They will coordinate the project team throughout the project lifecycle including planning, scoping, analysis, design, development, testing, and implementation. They will manage project meetings, write detailed requirements, complete required project reporting, maintain project documentation, and support the use of project management tools. They will contribute towards user acceptance test planning and execute user acceptance testing.  Finally, they will coordinate and oversee a successful implementation of the projects and product roll outs.

The 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 business goals and needs. The 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 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.

1. Project Management and Execution

• Define project scope and oversee project planning.
• Lead projects. 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

2. Data Collection & Documentation

• Communicate defects to Systems developers. Track delivery dates for defect fixes and maintain status reporting. Escalate appropriately.
• Document Change Requests
• Create 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

3. Analysis

• Identify key issues and recommend solutions
• Analyze 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

4. Communication

• Plan meetings, prepare materials, and lead or participate in 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

Qualifications:

• Bachelor’s degree required
• 5+ years of experience in a relevant discipline
• Experience using established project management principles and methodologies
• 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.
• Flexible and able to handle multiple priorities
• Creative thinking, intellectual curiosity
• 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

This role can be based in either our New York City or Philadelphia locations and is a hybrid role, with a minimum of three days per week in office.

   

Salary Range

NYC: $90k-$110k base salary + annual bonus target

BBH and its affiliates' 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.