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.

Responsibilities

• Build relationships with stakeholders across the firm to understand their priorities for performance & client reporting.
• 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.

Qualifications

• 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.

Benefits

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. Salary Range $130k-$180k base salary + annual bonus 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.

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.