149 applicants
BBR Partners · 2 days ago
Data Solutions Associate
New York, NY
Full-time
Hybrid
Entry Level
$70K/yr - $85K/yr
1+ years exp
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Hiring Manager
Regina Gatti
Insider Connection @BBR Partners
Responsibilities
Work with Portfolio Management, Research, and Trading teams to build analytics outputs and forward-looking portfolio decision tools to inform and execute firmwide investment management decisions.
Manage data automation tasks to perform collection, input, and reporting of fund and investment manager transparency/exposure data for Hedge Funds, Private Equity funds, Traditional Equity and Fixed Income managers from multiple sources.
Participate in the generation of portfolio review presentations for the firm’s clients; manage reporting workflows for presentations.
Participate in data management and modernization activities for important firm-wide projects.
Cross-train with Portfolio Management, Portfolio Accounting, Trading, and Reporting groups within Data Management and support them as required.
Work constantly to help the team and firm improve document processes and workflows.
Qualification
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Required
At least 1 year experience in investment management, market data, financial services, or fintech.
Excellent quantitative, mathematical, and problem-solving skills.
High level of attention to detail.
Ability to work with a fair degree of autonomy and demonstrate tremendous initiative and sense of personal accountability.
Strong interpersonal and communication skills; ability to communicate effectively across the full spectrum of internal stakeholders.
Intellectually curious out-of-the-box thinker who is passionate about brainstorming innovative ways to use data to solve business problems.
Demonstrates unquestioned ethics and credibility and strives to exemplify the highest ethical standards.
Preferred
Exposure to Alteryx, Python, or SQL in a professional environment is preferred.
Experience working with and delivering data visualization and reporting using enterprise tooling (e.g. Sigma, Tableau, Power-BI) is preferred.
Benefits
Company subsidized health, dental and vision insurance for employee, partner, and dependents
401K plan
Life insurance
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
Personalized development and career opportunities
Flexible time off and paid parental leave
Opportunity for Sabbatical with company tenure
Hybrid remote work environment
Work from Anywhere weeks
Casual dress
New office space with 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
Company data provided by crunchbase
