Performance Reporting Analyst - New York, United States - Brown Brothers Harriman

Brown Brothers Harriman

Verified Company

New York, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can.

You will have direct access to clients, information and experts across all business areas around the world.

BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm.

We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind.

Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage.

Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients.

We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges.

We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can.

Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution.

Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client's financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Join us as a Performance Analyst

Brown Brothers Harriman & Co. ("BBH") is seeking to hire a Performance Analyst to join the Private Wealth Management Department. The Performance Analyst provides reporting and analysis in support of the Private Banking Business Unit.

In this role you will be responsible for calculation and distribution of investment performance and related statistics for separate accounts, verifying the integrity of data used for performance reporting and ensuring Relationship Management teams are receiving required client service levels.

Some of your key responsibilities include:

Reporting Analysis
Ensure various client projects and requests are completed in a timely fashion and meet or exceed standards.
Research and respond to internal and external client inquiries. Inquires may be related to unexpected investment portfolio performance results. Analyst may need to research the data that went into calculating performance (underlying accounting, cash flows, etc.)
Develop and maintain relationships with vendors.
Subject matter expert on investment performance.
Maintain Model Portfolio allocations at the direction of Investment Research Group and provide quarterly performance
Audit performance results, research accounting data, liaise with various Service Delivery groups on proper accounting input
Risk and Control
Ensure accurate and timely performance reporting and analysis.
Calculate and review performance in accordance with industry standards.
Assist with internal and external audit requests as needed.
Ensure existing procedures are current and meet standards.
Provide documentation for new procedures and ensure compliance with all procedures and controls.
Develop controls with SD groups to ensure data accuracy
Technology, Innovation and Productivity
Evaluate services and workflows related to performance improvement.
Provide consultation across departments to ensure compliance with BBH standards.
Identify ways to improve productivity within department.
Develop key internal relationships (examples: Front Office Operations and Administration, Relationship Management teams and Marketers) to aide in resolution of client issues.
Promote team atmosphere through exhibiting leadership, effective communication and professionalism.
Work across departments and with internal and external clients to ensure quantity and quality standards meet or exceed expectations.
Teamwork
Develop key internal relationships (examples: Front Office Operations and Administration, Relationship Management teams and Marketers) to aide in resolution of client issues.
Promote team atmosphere through exhibiting leadership, effective communication and professionalism.
Work across departments and with internal and external clients to ensure quantity and quality standards meet or exceed

expectations.

Qualifications:

Bachelor's degree, Accounting or Finance Degree preferred
2+ years of relevant work experience
Experience with Bloomberg system.
Good understanding of brokerage, clearance, settlement and securities operations.
Knowledge of Modern Portfolio Theory statistics and portfolio characteristics for equity and fixed income accounts.
Indepth knowledge of fixed income and equity markets, securities pricing, market in