Addepar Product Owner & Reporting Analyst

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.
• A 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.
• 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
• 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:
• We believe stability is a competitive advantage, but being stable means having the knowledge, s

Benefits

Additional Information

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. 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.

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