Performance Analyst Job at Brown Brothers Harriman
At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.
If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.
Join us as a Performance Analyst
Brown Brothers Harriman & Co. (“BBH”) is seeking to hire a Performance Analyst to join the Private Wealth Management Department. The
Performance Analyst provides reporting and analysis in support of the Private Banking Business Unit. In this role you will be responsible for
calculation and distribution of investment performance and related statistics for separate accounts, verifying the integrity of data used for
performance reporting and ensuring Relationship Management teams are receiving required client service levels.
Performance Analyst provides reporting and analysis in support of the Private Banking Business Unit. In this role you will be responsible for
calculation and distribution of investment performance and related statistics for separate accounts, verifying the integrity of data used for
performance reporting and ensuring Relationship Management teams are receiving required client service levels.
Some of your key responsibilities include:
1. Reporting Analysis
- Ensure various client projects and requests are completed in a timely fashion and meet or exceed standards.
- Research and respond to internal and external client inquiries. Inquires may be related to unexpected investment portfolio performance results. Analyst may need to research the data that went into calculating performance (underlying accounting, cash flows, etc.)
- Develop and maintain relationships with vendors.
- Subject matter expert on investment performance.
- Maintain Model Portfolio allocations at the direction of Investment Research Group and provide quarterly performance
- Audit performance results, research accounting data, liaise with various Service Delivery groups on proper accounting input
2. Risk and Control
- Ensure accurate and timely performance reporting and analysis.
- Calculate and review performance in accordance with industry standards.
- Assist with internal and external audit requests as needed.
- Ensure existing procedures are current and meet standards.
- Provide documentation for new procedures and ensure compliance with all procedures and controls.
- Develop controls with SD groups to ensure data accuracy
3. Technology, Innovation and Productivity
- Evaluate services and workflows related to performance improvement.
- Provide consultation across departments to ensure compliance with BBH standards.
- Identify ways to improve productivity within department.
- Develop key internal relationships (examples: Front Office Operations and Administration, Relationship Management teams and Marketers) to aide in resolution of client issues.
- Promote team atmosphere through exhibiting leadership, effective communication and professionalism.
- Work across departments and with internal and external clients to ensure quantity and quality standards meet or exceed expectations.
4. Teamwork
- Develop key internal relationships (examples: Front Office Operations and Administration, Relationship Management teams and Marketers) to aide in resolution of client issues.
- Promote team atmosphere through exhibiting leadership, effective communication and professionalism.
- Work across departments and with internal and external clients to ensure quantity and quality standards meet or exceed
expectations.
Qualifications:
- Bachelor’s degree, Accounting or Finance Degree preferred
- 2+ years of relevant work experience
- Knowledge of Excel, MS Word and standard desktop applications.
- Experience with Bloomberg system.
- Good understanding of brokerage, clearance, settlement and securities operations.
- Knowledge of Modern Portfolio Theory statistics and portfolio characteristics for equity and fixed income accounts.
- In-depth knowledge of fixed income and equity markets, securities pricing, market indices, custom benchmarking, corporate actions and asset management accounting.
- Interpersonal skills, excellent written & oral communication skills, excellent analytical ability, good organizational & time management skills, strong PC skills.
- Ability to work well under pressure, good problem-solving skills and leadership qualities.
What We Offer:
- A collaborative environment that enables you to step outside your role to add value wherever you can
- Direct access to clients, information and experts across all business areas around the world
- Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
- A culture of inclusion that values each employee’s unique perspective
- High-quality benefits program emphasizing good health, financial security, and peace of mind
- Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
- Volunteer opportunities to give back to your community and help transform the lives of others
BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range for this role is $65,000 to $80,000, which is specific to New York, NY 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 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.
Full time New York
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