Data Consultancy Associate, Capital Partners

Brown Brothers Harriman & Co.; New York (NY); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Annual bonus target

Healthcare benefits

Professional development opportunities

Time off

Job summary

Brown Brothers Harriman & Co. is seeking a Data Consultancy Associate to lead initiatives in data transformation. This hybrid role, based in New York, Philadelphia, or Boston, involves collaborating with various stakeholders to define data requirements and support User Acceptance Testing.

The ideal candidate will have a Bachelor's degree and over 5 years of experience in data roles, particularly in asset management. The position offers a competitive salary range of $80k–$110k and opportunities for professional development.

Qualifications

• 5+ years of experience in data-focused roles within an asset-management firm.
• Strong understanding of data domains including accounting and investment research.
• Self-starter capable of delivering tactical solutions.

Responsibilities

• Partner with internal stakeholders to define data requirements.
• Translate business needs into actionable user stories.
• Support User Acceptance Testing (UAT) to ensure solutions meet expectations.
• Evaluate internal processes for operational improvement.

Skills

Data analysis tools (SQL and/or Python)

Understanding of data domains including accounting, performance, trading, and investment research

Ability to collaborate with technologists

Strong business analysis skills

Education

Bachelor’s degree

Job description

Overview

Capital Partners (CP) is undertaking a multi‑year data transformation initiative to capitalize on data as a strategic asset. This effort aims to deepen client insights, enhance the quality of data used in investment analytics, and build an AI‑ready data platform. Reporting to the Data Management Lead, the Data Consultancy Associate will act as a subject‑matter expert across both strategic and tactical initiatives that advance CP’s data strategy.

Key Responsibilities

• Partner with internal stakeholders including client relationship managers, investment professionals, data scientists, Quants, client reporting, and marketing to understand and define data requirements.
• Translate business needs into clear, actionable user stories and business requirements.
• Collaborate with Change Management to develop project deliverables such as project charters, business requirement documents, data catalogs, and data flow diagrams.
• Work closely with Technology teams to support User Acceptance Testing (UAT) and ensure solutions meet business expectations.
• Provide support to the Data Management Lead across key projects and deliverables.
• Continuously evaluate internal processes and workflows to identify opportunities for operational improvement.
• Develop interim, tactical data solutions to address immediate business needs while long‑term strategic capabilities are implemented.

Qualifications

• Bachelor’s degree with 5+ years of experience in data‑focused roles within an asset‑management firm.
• Strong understanding of data domains including accounting, performance, trading, and investment research across asset classes (Fixed Income, Equities, Alternatives).
• Experience partnering with front‑office stakeholders to translate business use cases into data requirements.
• Proficiency in data analysis tools (SQL and/or Python preferred).
• Demonstrated ability to collaborate with technologists (e.g., architects, data modelers, engineers) to deliver effective data solutions.
• Self‑starter with an entrepreneurial mindset, capable of delivering tactical solutions while contributing to long‑term strategic initiatives.

Location & Working Arrangement

The role can be based in our New York, Philadelphia, or Boston locations and will be a hybrid role, with a minimum of three days in office.

Salary & Benefits

Salary Range: $80k–$110k base salary + annual bonus target. BBH and its affiliates’ compensation program includes base salary, discretionary bonuses, and profit‑sharing. Benefits include long‑term savings, healthcare, income protection, professional development opportunities, and time off.

Equal Opportunity

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.