Addepar Product Owner & Reporting Analyst

About the role

Capital Partners (CP) is embarking on a multi-year reporting & data transformative journey to capitalize on data as a strategic asset to support better client insights, ensure top-quality data is leveraged for investment analytics, and explore the potentials of AI. Under the leadership of the Head of Data, Performance, Reporting, the Addepar Product Owner & Reporting Analyst will be the lead and subject matter expert on projects (both strategic and tactical) which move our performance & reporting strategy forward incrementally. This role will begin as an individual contributor managing the Addepar product roadmap & backlog while also accountable for hands-on deliverables of new reporting content. There is the potential for the role to evolve into leading a small team of Addepar reporting specialists.

Responsibilities

• Build relationships with stakeholders across the firm to understand their priorities for performance & client reporting. Collect, consolidate, and rank these into an actionable backlog and roadmap.
• Create insightful new reporting in Addepar to meet the needs of client relationship managers across the firm servicing private wealth and institutional clients.
• Iterate with stakeholders on prototypes and successive versions of client reporting content.
• Partner with the change management team to create project artifacts including project charters, business requirements, and report prototypes.

Requirements

• Bachelor’s degree with 10+ years’ experience at an asset management firm with 5+ years in performance or reporting focused roles.
• Addepar reporting subject matter expertise is required.
• 1-3 years people management experience.
• Deep expertise in accounting, performance, trading, and investment research data across asset classes (Fixed Income, Equity, Alternatives).
• Successful track record working on reporting transformative efforts leveraging modern reporting and business intelligence tools.
• Strong background working with the front office (client relationship managers and investment professionals) to translate business use cases into reporting requirements.
• Entrepreneurial spirit to build stop-gap tactical solutions to provide short-term benefits while longer-term strategic solutions are realized.

Schedule

This role can be based in our New York, Philadelphia or Boston locations and will be a hybrid role, with a minimum of 3 days per week in office.

Pay

Salary Range: $130k-$180k base salary + annual bonus. BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing.

Benefits

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.

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.

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.