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About the Role

The Change Management Lead Project Analyst supports projects within Capital Partners, managing all phases of the project lifecycle. This role involves both business analysis and project management tasks to address business goals and needs, ensuring projects are delivered on time and within budget.

Responsibilities

Initiate, organize, analyze, and complete small, medium, and large sized projects.
Support the use of project management tools.
Contribute towards user acceptance test planning and execute user acceptance testing.
Coordinate and oversee successful implementation of projects and product roll outs.
Track project tasks, align resources, execute analysis, and write requirements.
Escalate concerns to management and provide recommendations on project status.
Manage and execute a portfolio of projects, including large-scale projects, application upgrades, and enhancements.
Serve as a liaison between individuals assigned to specific projects.
Manage project meetings, create project reporting, and work with subject matter experts to understand and write requirements.
Work with the technology team to ensure appropriate design based on requirements.
Update and escalate to management as needed.
Interact with external vendors as needed based on project scope.
Lead effective meetings to gather, validate, and document business requirements and workflows.
Analyze data, research issues, and devise solutions.
Lead user acceptance testing, training, and implementation of new and existing applications.
Define project scope and oversee project planning.
Prepare a plan for the project, including task assignments, timelines, dependencies, and critical paths.
Ensure thorough testing, including user acceptance testing.
Track and organize open items.
Communicate defects to Systems developers and track delivery dates for defect fixes.
Maintain status reporting and escalate appropriately.
Document Change Requests.
Create project reporting on project status.
Maintain auditable files centrally associated with projects.
Act as the primary point of escalation for all issues.
Responsible for roll-out plans and project launch materials.
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.
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.
Communicate professionally and constructively to manage collaboration across project participants.
Take ownership and follow through on tasks; results oriented.

Requirements

Bachelor’s degree required
5+ years of experience
Experience at a financial services firm required
Experience using established project management principles and methodologies
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

Skills

Private wealth management experience
Investment management experience
Portfolio accounting system transition experience
Portfolio accounting concepts
Time-weighted returns (TWR) calculations
Internal rate of return (IRR) calculations
FIS Addvantage familiarity
SEI’s Wealth Platform familiarity
Charles River Development (CRD) familiarity
Addepar familiarity

Location

New York City
Boston
Philadelphia

Work Type

Hybrid

Experience Level

5+ years of experience

Education Level

Bachelor’s degree

Salary/Compensations

NYC: $85k-$125k base salary + annual bonus target
BOS: $80k-$120k base salary + annual bonus target
PHL: $90k-$115k base salary + annual bonus target

Benefits

Discretionary bonuses
Profit-sharing
Long-term savings
Healthcare
Income protection
Professional development opportunities
Time off

About the Company

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.
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.

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.