Data Consultancy Associate, Capital Partners

Responsibilities

• Partner with internal stakeholders including client relationship managers, investment professionals, data scientists, Quants, client reporting, and marketing to understand and define data requirements.
• Translate business needs into clear, actionable user stories and business requirements.
• Collaborate with Change Management to develop project deliverables such as project charters, business requirement documents, data catalogs, and data flow diagrams.
• Work closely with Technology teams to support User Acceptance Testing (UAT) and ensure solutions meet business expectations.
• Provide support to the Data Management Lead across key projects and deliverables.
• Continuously evaluate internal processes and workflows to identify opportunities for operational improvement.
• Develop interim, tactical data solutions to address immediate business needs while long-term strategic capabilities are implemented.

Requirements

• Bachelor's degree with 5+ years of experience in data-focused roles within an asset management firm.
• Strong understanding of data domains including accounting, performance, trading, and investment research across asset classes (Fixed Income, Equities, Alternatives).
• Experience partnering with front-office stakeholders to translate business use cases into data requirements.
• Proficiency in data analysis tools (SQL and/or Python preferred).
• Demonstrated ability to collaborate with technologists (e.g., architects, data modelers, engineers) to deliver effective data solutions.
• Self-starter with an entrepreneurial mindset, capable of delivering tactical solutions while contributing to long-term strategic initiatives.
• This role can be based in our New York, Philadelphia or Boston locations and will be a hybrid role, with a minimum of three days in office.
• Salary Range
• $80k-$110k base salary + annual bonus target
• 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, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the re

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 undertaking a multi-year data transformation initiative to capitalize on data as a strategic asset. This effort aims to deepen client insights, enhance the quality of data used in investment analytics, and build an AI-ready data platform. Reporting to the Data Management Lead, the Data Consultancy Associate will serve as a subject matter expert across both strategic and tactical initiatives that advance CP's data strategy.

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