Private Banking Services – Operations Analyst Job at Brown Brothers Harriman
Brown Brothers Harriman New York, NY
$65,000 - $80,000 a year
The Operations Analyst role in Private Banking Services has both business analysis and project management responsibilities. This position supports both small projects and segments of larger projects that address the Private Banking business goals.
Responsibilities include gathering requirements, analyzing data, researching issues, and assisting in the development of solutions. Other Project Management responsibilities include organizing a project plan, schedule meetings, and follow-up on deliverables. This position will work closely with all areas in the Private Banking line of business and other support areas at the firm.
This role will act as a liaison and a leader on projects. You will develop meaningful relationships and by understanding the business goals from the different areas, there will be daily interactions with users, project sponsors, technology systems and occasionally senior management to resolve issues and launch new products. Whether its problem resolution, creative design for complex issues or managing task lists, this role often leads meetings, design sessions, workflow design and management presentations.
Key Responsibilities Include:
Analysis
- Assist production support regarding preliminary analysis for enhancements and bug fixes.
- Evaluate and design systems in collaboration with the business line, Technology and Processing teams in a continuing effort to enhance productivity, reduce risk and improve client experience.
- Formulate realistic workflow or other requirements based on objectives, feasibility, and budget; apply discipline and align shared objectives with user community.
- Design creative solutions that meet the goals and objectives of the project and align with product/discipline strategy.
- Provide constant review and analysis for ways to improve product delivery to clients and offer more relevant information to managers. Continuously brainstorm for new automation opportunities.
Project Management
- Identify business goals and problems in individual business units and across the organization. Work with project sponsor to define scope, prioritize deliverables and manage resources.
- Lead project segments or work stream. Prepare a plan for the work stream, including the creation of a work breakdown structure, task assignments, timelines, phases, dependencies, and critical paths.
- Ensure thorough testing of all system changes, including user acceptance testing, regression testing, client testing and parallel/pilot testing as required.
- Design test strategies and lead UAT programs.
- Ensure that Business Analysts adhere to strong project execution methodology standards and best practices throughout the project lifecycle.
Data Collection & Document Management
- Document and/or review business requirements gathered from business users, sponsors, and clients, and obtain user sign off on the requirements.
- Identify and interview key individuals to gather needed details and direction to define business requirements.
- Track and organize open items; understand the time sensitivities of open issues and drive to resolution.
- Communicate defects and work to resolve with Systems team. Track delivery dates for defect fixes and maintain status reporting. Escalate appropriately.
- Oversee and participate in documentation of new or revised procedures and workflows.
- Identify and work with key individuals/departments to gather details for management reporting and projects.
- Based on data analysis make recommendations on process improvements. Mine relevant information from various data sources and account for accuracy of data. Review results for exceptions to trends and research / reconcile where appropriate.
- Present data in the most appropriate and relevant format to varying audiences – level and knowledge.
Communication and Leadership
- 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.
- Assist in creating product announcements and user demonstration materials as needed.
- Provide guidance for users and project team through coaching, resolving conflicts, coordinating activity, and assigning work.
- Based on lessons learned, offer updates to improve best practices, project documentation and upgrade the standards as applicable.
Qualifications, Knowledge, Skills, and Competencies:
- Relevant Professional Experience
- 4+ years of transferable work experience preferred
- Education Level BA or Equivalent
- High level of problem-solving skills, research and data gathering ability
- Willingness to have flexible workday during off-hours for crucial project deployment
- Ability to identify, escalate and resolve problems/issues
- Ability to communicate professionally through effective verbal and written skills
- Demonstrates efficient time management skills
- Demonstrates organizational skills and an attention to detail
- PC experience, including the following applications: PowerPoint, Microsoft Suite (Excel, Adobe, Word)
- Initiative, motivation, creativity, and the ability to work independently
- Knowledge of Visio, CRM, AddVantage accounting system, project tools a plus
What We Offer
- A collaborative environment that enables you to step outside your role to add value wherever you can
- 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
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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