Data Consultancy Associate, Capital Partners

Brown Brothers Harriman; Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Annual bonus target

Healthcare benefits

Professional development opportunities

Job summary

Brown Brothers Harriman is seeking a Data Consultancy Associate for its Philadelphia location, responsible for advancing Capital Partners' data strategy through collaboration with internal stakeholders. You will translate business needs into actionable data requirements and work closely with technology teams.

The ideal candidate has 5+ years in data roles within asset management and proficiency in SQL and Python. This hybrid role requires a minimum of three days in the office.

Qualifications

• 5+ years of experience in data-focused roles within an asset management firm.
• Strong understanding of accounting, performance, trading, and investment research.
• Ability to deliver both tactical and strategic data solutions.

Responsibilities

• Partner with internal stakeholders to define data requirements.
• Translate business needs into user stories and business requirements.
• Develop project deliverables and support UAT.

Skills

Data analysis tools (SQL and/or Python)

Understanding of data domains

Experience with front-office stakeholders

Collaboration with technologists

Education

Bachelor’s degree

Job description

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. 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 serve 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.

This 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 Range

$80k-$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 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.

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.