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 busin…
Skills: Business Analysis, Project Coordination, Requirements Gathering, User Acceptance Testing, Data Analysis
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 busin…
Skills: Investor Transactions Processing, Microsoft Office, English Fluency, Multitasking, Attention To Detail
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 busin…
At BBH, Partnership is 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 se…
Addepar Analyst - Family Office Client Services & Reporting
Boston, Massachusetts, United States · Hybrid
$65k–$90k/yr
Mid level$2.8B raised
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 busin…
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 busin…
Skills: Reconciliation, Financial Analysis, Cash Management, Microsoft Excel, Client Service
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 busin…
Skills: Analysis, Organization, Effective Communication, Problem Solving, Attention To Detail
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 busin…
Skills: English Fluency, Analytical Skills, Communication Skills, Organizational Skills, Ms Excel
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 busin…
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 busin…
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 busin…
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 busin…
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 busin…
Skills: Production Monitoring, Incident Management, Root Cause Analysis, ServiceNow, Splunk
Sr. Client Service Representative_Account/Billing Team
Tokyo, Japan · On-site
Mid level$2.8B raised
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 busin…
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 busin…
Skills: Organizational Skills, Attention to Detail, Digital Content Management, Event Planning, Communication Skills
Charlotte, North Carolina, United States · On-site
Senior+$2.8B raised
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 busin…
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 busin…
Skills: Full Life Cycle Recruiting, Sourcing, Relationship Management, Influencing Skills, Candidate Experience
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 busin…
Skills: Financial Modeling, Data Analysis, Client Profitability Analysis, Project Management, Microsoft Excel
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 busin…
Skills: Remote User Support, Windows Desktop Technologies, Hardware Installation, Windows 11, MS Office 365
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 busin…
Skills: Production Workflow Support, Job Scheduling, Problem Determination, Technical Support, Operational Documentation
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$65k–$95k/yr
Full-time
bachelor degree
Annual Bonus, Profit Sharing, Long-term Savings, Healthcare, Income Protection, Professional Development Opportunities
Posted 23d ago
~40 hrs/week
Responsibilities
The Project Analyst supports the Change Management team by delivering business and technology initiatives to improve workflows and reduce risk. Key duties include gathering requirements, coordinating project tasks, and conducting user acceptance testing to enhance the client experience.
Requirements
Candidates should have a bachelor's degree and at least 3 years of professional experience, preferably within financial services or as a business analyst. Proficiency in Microsoft Office and experience with project management tools like JIRA or Visio is highly desired.
Full 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.
The Project Analyst will support Capital Partners’ Change Management team by helping deliver business and technology initiatives that improve workflows, reduce risk, and enhance the client experience. This role blends business analysis and project coordination, working closely with business partners, technology teams, vendors, and project stakeholders to move projects from planning through implementation.
The ideal candidate is organized, analytical, and comfortable translating business needs into practical solutions. They will gather requirements, analyze data, support testing, maintain project documentation, coordinate meetings, and help ensure projects are delivered on time and aligned with business goals.
Private wealth management and/or investment management experience is preferred. Familiarity with FIS AddVantage, SEI Wealth Platform, Blackbaud Grant Management, and/or Charles River Development is a plus.
Key Responsibilities
Gather, document, and analyze business requirements from users, sponsors, and project stakeholders.
Support project planning, scoping, design, development, testing, implementation, and post-launch activities.
Evaluate workflows and systems to identify opportunities to improve efficiency, reduce risk, and enhance the client experience.
Coordinate meetings, prepare materials, maintain project documentation, and track project tasks and deliverables.
Participate in user acceptance testing, regression testing, defect resolution, and pilot or parallel testing as needed.
Analyze data, identify trends or exceptions, and present findings clearly to varied audiences.
Partner with business teams, Technology, Processing, vendors, and internal clients to resolve issues and support successful product or project rollouts.
Escalate risks, issues, and project status changes, and recommend practical solutions.
Qualifications
Bachelor’s degree or equivalent experience.
3+ years of transferable professional experience; financial services experience preferred.
Experience as a business analyst, project analyst, functional product owner, or similar role preferred.
Experience with Visio, JIRA, Confluence, or qTest is a plus.
Strong analytical, research, problem-solving, and data-gathering skills.
Excellent written and verbal communication skills with the ability to engage stakeholders at multiple levels.
Highly organized, detail-oriented, and able to manage competing priorities.
Proficiency with Microsoft Office, including Excel, Word, and PowerPoint.
Ability to work independently, take initiative, and support occasional off-hours project deployments when needed.
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
NYC: $70k-$95k base salary + annual bonus target
PHL: $75k-$85k base salary + annual bonus target
BOS: $65k-$90k 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. 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.
About BBH:
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. Delivering for our clients and each other energizes us.
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.
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.
Related keywords
Change ManagementFinancial ServicesPrivate Wealth ManagementInvestment ManagementFIS AddVantageSEI Wealth PlatformBlackbaud Grant ManagementCharles River DevelopmentVisioJIRAConfluenceqTestBusiness AnalysisUser Acceptance TestingRegression TestingDefect Resolution
Offices: 140 Broadway, New York, NY 10005, US · 50 Post Office Square, Boston, MA 02110, US · No. 1 Jianguomenwai Avenue, Chaoyang District, Beijing 100004, CN · 227 West Trade Street, Suite 2100, Charlotte, NC 28202, US · 150 South Wacker Drive, Suite 3250, Chicago, IL 60606, US
Offices: 140 Broadway, New York, NY 10005, US · 50 Post Office Square, Boston, MA 02110, US · No. 1 Jianguomenwai Avenue, Chaoyang District, Beijing 100004, CN · 227 West Trade Street, Suite 2100, Charlotte, NC 28202, US · 150 South Wacker Drive, Suite 3250, Chicago, IL 60606, US