Data and Portfolio Management Program Manager
About the position
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. Join us as the Data and Portfolio Management Program Manager The Data and Portfolio Management Program Manager is responsible for managing the strategy, prioritization and execution of strategic projects for several products and applications that support our Private Banking and Investment Management groups. S/He will participate in formulating strategy at the group level and oversee their team in all phases of the project life cycle, from initiation, analysis, organization, completion, and deployment of small to large sized projects that address business goals and needs. S/he will be responsible for identifying, hiring, training, and managing a team of BA and PM specialists who in turn will be responsible for handling complex requests by the front office/client, planning and determining technology upgrades, as well as resolving complex problems as they arise within the LOB.
Responsibilities
• Project Management Leadership: Meet with relevant Capital Partners stakeholders to determine priorities, planning and resourcing
• Set the agenda and business plan for specific products and technology upgrades, determining the timing of all related enhancements and projects, and ensuring availability of resources
• Partner closely with Private Banking Change Management manager on deliverables
• Accountable for continuous improvement and refining associated processes.
• Accountable for project implementation success, including defining scope, project planning, business analysis, testing, escalating risks and timely delivery
• Team Management and Oversight: Responsible for identifying, hiring, training, and managing a team (4+) of Project Managers (PMs) and Business Analysts (BAs)
• Coordinate as needed with outsourced UAT testing resources
• Serve as SME and primary escalation point for team members
• Documentation, Analysis, and Communication: Create project reporting on project status and manage project planning documentation
• Work with subject matter experts to understand requirements which are converted into a written Business Requirements Document
• Act as the primary point of escalation for all issues and recommend solutions
• Analyze tasks to determine appropriate target and actual delivery dates
• Work with technology experts to ensure appropriate design and development of requirements
• Lead or participate in meetings with business users and sponsors, systems groups, vendors, and clients
• Communication professionally and constructively to manage collaboration across project participants
• Takes ownership and follow through on tasks; results oriented
Requirements
• Bachelor’s degree in a relevant discipline required
• 10+ years of experience in strategy, change management, project management and implementation, and/or business analysis
• Managerial experience (1+ direct reports) leading teams required
• Ability to design efficient workflows for process improvement
• Ability to identify, escalate and resolve problems/issues
• Ability to communicate professionally through effective verbal and written communication
• Demonstrates efficient time management
• Excellent attention to detail, time management and organizational skills
• Strong interpersonal, collaboration and relationship management skills
• Ability to multi-task and prioritize tasks
• Strong management and leadership skills
• Ability to meet deadlines and work under pressure
• Proactive self-starter who is goal-oriented
• Demonstrate risk awareness and ability to identify red flags
Nice-to-haves
• Past project implementation experience focused on data management, cloud infrastructure, fixed income portfolio management, quant analysis, or portfolio accounting is strongly preferred.
• Solid understanding of at least one or more of the below products is strongly preferred:
STAR AddVantage
SEI Wealth Platform
Charles River Development (CRD)
Bloomberg
InvestTools
CreditScope or Perform
Informatica
GoldenSource
BI Tools
Master Data Management Tools
Data Quality Management Tools
Benefits
• BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing.
• 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.
Apply tot his job
Apply To this Job
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. Join us as the Data and Portfolio Management Program Manager The Data and Portfolio Management Program Manager is responsible for managing the strategy, prioritization and execution of strategic projects for several products and applications that support our Private Banking and Investment Management groups. S/He will participate in formulating strategy at the group level and oversee their team in all phases of the project life cycle, from initiation, analysis, organization, completion, and deployment of small to large sized projects that address business goals and needs. S/he will be responsible for identifying, hiring, training, and managing a team of BA and PM specialists who in turn will be responsible for handling complex requests by the front office/client, planning and determining technology upgrades, as well as resolving complex problems as they arise within the LOB.
Responsibilities
• Project Management Leadership: Meet with relevant Capital Partners stakeholders to determine priorities, planning and resourcing
• Set the agenda and business plan for specific products and technology upgrades, determining the timing of all related enhancements and projects, and ensuring availability of resources
• Partner closely with Private Banking Change Management manager on deliverables
• Accountable for continuous improvement and refining associated processes.
• Accountable for project implementation success, including defining scope, project planning, business analysis, testing, escalating risks and timely delivery
• Team Management and Oversight: Responsible for identifying, hiring, training, and managing a team (4+) of Project Managers (PMs) and Business Analysts (BAs)
• Coordinate as needed with outsourced UAT testing resources
• Serve as SME and primary escalation point for team members
• Documentation, Analysis, and Communication: Create project reporting on project status and manage project planning documentation
• Work with subject matter experts to understand requirements which are converted into a written Business Requirements Document
• Act as the primary point of escalation for all issues and recommend solutions
• Analyze tasks to determine appropriate target and actual delivery dates
• Work with technology experts to ensure appropriate design and development of requirements
• Lead or participate in meetings with business users and sponsors, systems groups, vendors, and clients
• Communication professionally and constructively to manage collaboration across project participants
• Takes ownership and follow through on tasks; results oriented
Requirements
• Bachelor’s degree in a relevant discipline required
• 10+ years of experience in strategy, change management, project management and implementation, and/or business analysis
• Managerial experience (1+ direct reports) leading teams required
• Ability to design efficient workflows for process improvement
• Ability to identify, escalate and resolve problems/issues
• Ability to communicate professionally through effective verbal and written communication
• Demonstrates efficient time management
• Excellent attention to detail, time management and organizational skills
• Strong interpersonal, collaboration and relationship management skills
• Ability to multi-task and prioritize tasks
• Strong management and leadership skills
• Ability to meet deadlines and work under pressure
• Proactive self-starter who is goal-oriented
• Demonstrate risk awareness and ability to identify red flags
Nice-to-haves
• Past project implementation experience focused on data management, cloud infrastructure, fixed income portfolio management, quant analysis, or portfolio accounting is strongly preferred.
• Solid understanding of at least one or more of the below products is strongly preferred:
STAR AddVantage
SEI Wealth Platform
Charles River Development (CRD)
Bloomberg
InvestTools
CreditScope or Perform
Informatica
GoldenSource
BI Tools
Master Data Management Tools
Data Quality Management Tools
Benefits
• BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing.
• 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.
Apply tot his job
Apply To this Job