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Brown Brothers Harriman · 7 hours ago

Data and Portfolio Management Program Manager

Philadelphia

Full-time

Hybrid

Senior Level, Lead/Staff

$130K/yr - $170K/yr

10+ years exp

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service and partnership approach to client management. The Data and Portfolio Management Program Manager is responsible for managing strategic projects for Private Banking and Investment Management groups, overseeing all phases of project life cycle and managing a team of specialists.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

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

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

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

Qualification

Business AnalysisData ManagementProject ManagementCloud InfrastructurePortfolio ManagementChange ManagementTeam ManagementCommunication SkillsTime ManagementInterpersonal SkillsProblem SolvingOrganizational SkillsLeadership Skills

Required

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

Preferred

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

Base salary

Discretionary bonuses

Profit-sharing

Long-term savings

Healthcare

Income protection

Professional development opportunities

Time off

Company

Brown Brothers Harriman

Glassdoor3.7

Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.

Founded in 1995

New York, New York, USA

5001-10000 employees

http://www.bbh.com

H1B Sponsorship

Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)