BBR Partners · 2 months ago
Sr. Associate- Analytics Engineer, Client Intelligence
New York, NY
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $120K/yr
3+ years expBBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The Analytics Engineer will design and build scalable data infrastructure for client reporting and analytics, collaborating closely with Data Engineering and Software Development teams to deliver insights at scale.
BankingFinancial Services
Responsibilities
Design and build data pipelines using Airflow and dbt to automate client reporting processes
Develop API wrappers and services for client-specific data access and configuration management
Build and maintain derived datasets, metrics, and aggregations for client portfolio analytics
Collaborate with our core Data team to consume canonical APIs and datasets from various Cloud platforms
Implement data quality checks and validation frameworks for client-facing deliverables
Leverage Alteryx and Airflow for evolving pipelines to become more code-centric
Partner with our Software Development team to build highly tailored applications to drive analytics
Translate Advisory team requirements into technical specifications and scalable solutions
Design allocation and mapping frameworks that allow for top-level and drill-down analysis across custom domains
Build automation that reduces manual effort in client reporting workflows
Develop client-facing metrics and analytics using Python and Jupyter notebooks
Support ad-hoc analysis requests from Advisory team when needed
Create reusable analytical frameworks that can be applied across client portfolios
Integrate with third-party SaaS platforms (including Seismic) to deliver client materials
Establish patterns and best practices for maintainable, scalable client reporting solutions
Document technical designs and architectural decisions
Qualification
Required
3-5+ years of experience building production data pipelines and automation
Strong proficiency in Python for data engineering and analysis
Experience with modern orchestration frameworks (Airflow strongly preferred)
Advanced SQL skills and experience with data transformation tools (dbt strongly preferred)
Familiarity consuming data via API (REST) endpoints
Familiarity with cloud data warehouses (Snowflake preferred)
Version control and software development best practices (Git, CI/CD)
Preferred
Experience integrating with or configuring enterprise SaaS platforms
Background in financial services, wealth management, or client-facing analytics
Experience with BI/visualization platforms (Power-BI, Tableau)
Familiarity with Cloud infrastructure
Benefits
Company subsidized health, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure.
Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.
Company
BBR Partners
BBR Partners is an investment banking company that provides wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett H. Barth
Co-Founder, Co-Chief Executive Officer & Member of Executive Committee and Investment Committee
Recent News
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