Brown Brothers Harriman & Co.

Lead and manage projects within the private wealth or investment management sector, ensuring timely delivery and stakeholder satisfaction. | Requires 8+ years of project management experience, familiarity with portfolio accounting systems, and strong communication skills. | 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. The Senior Change Management Lead Project Analyst will be responsible for supporting projects falling under the Change Management discipline within Capital Partners. They will lead the initiation, organization, analysis, and execution of small, medium, and large sized projects that address business goals and needs. S/he will be responsible for any or all phases of the project life cycle and is responsible for execution of both business analysis and project management tasks (depending on assign role within a project) across their team in accordance with standards and best practices. This position works with project members to define scope, prioritize deliverables, and manage resources. They will lead the project team throughout the project lifecycle including planning, scoping, analysis, design, development, testing, and implementation. They will manage and oversee project meetings, write detailed requirements, complete required project reporting, maintain project documentation, and support the use of project management tools. They will be accountable for timely completion of user acceptance test planning and user acceptance testing. Finally, they will manage and oversee the successful implementation of the projects and product roll outs. The Senior Change Management Lead Project Analyst is results-oriented and understands the impact of the project on the organization. The role leads small, medium, and large sized projects that address complex business goals and needs. The Senior Change Management Lead Project Analyst will track project tasks, align resources, execute analysis, and write requirements to ensure alignment with project objectives and scope. They will escalate concerns to management and provide recommendations to help determine when project status may change from green, amber or red. The role of the department is to manage and execute a portfolio of projects. This role will work on new large-scale projects budgeted, recurring application upgrades, and smaller application enhancements. This role will strive to deliver projects on time and on budget, helping to achieve strategic and tactical goals of the business line. The Senior Change Management Lead Project Analyst role serves as a liaison between individuals assigned to specific projects to ensure project tasks and deliverables are being met. This will include managing project meetings, creating project reporting, working with subject matter experts to understand and write requirements, working with the technology team to ensure appropriate design based on requirements, and updating and escalating to management, as needed. The role may interact with external vendors as needed based on project scope. Private wealth management and/or investment management experience is preferred. Experience participating in a portfolio accounting system transition, or experience with portfolio accounting concepts, time-weighted returns (TWR) or internal rate of return (IRR) calculations is a plus. Familiarity with FIS Addvantage, SEI's Wealth Platform, Charles River Development (CRD) for order management and investment book of records, or Addepar is a plus. 1. Project Management and Execution • Lead projects and oversee project planning and scoping. Prepare a plan for the project, including task assignments, timelines, dependencies, and critical paths. • Work with project participants to prioritize deliverables and manage resources • Ensure thorough testing, including user acceptance testing • Track and organize open items • Partner closely with Change Management Program Manager on deliverables • Identify opportunities for continuous improvement and refining associated processes • Escalate issues to management as appropriate with proposed solutions • Responsible for identifying, hiring, training, and managing a small team (1+) of Project Managers (PMs) and Business Analysts (BAs) 2. Data Collection & Documentation • Communicate defects to Systems developers. Track delivery dates for defect fixes and maintain status reporting. Escalate appropriately. • Document Change Requests • Responsible for the creation of project reporting on project status • Maintain auditable files centrally associated with project • Act as the primary point of escalation for all issues • Responsible for roll-out plans and project launch materials 3. Analysis • Identify key issues and recommend solutions • Oversee analysis tasks to determine appropriate target and actual delivery dates • Work with subject matter experts to understand requirements which are converted into a written Business Requirements Document • Work with technology experts to ensure appropriate design and development of requirements 4. Communication • Plan meetings, prepare materials, and lead meetings with business users and sponsors, systems groups, vendors, and clients • Prepare project status reporting and other project communications for internal and external stakeholders as needed • Communication professionally and constructively to manage collaboration across project participants • Takes ownership and follow through on tasks; results oriented Qualifications: • Bachelor's degree required • 8+ years of experience in relevant discipline • Experience using established project management principles and methodologies required • Experience focused in private wealth management and/or investment management is strongly preferred. • Experience with a portfolio accounting system transition, FIS Addvantage product or SEI's Wealth Platform product is a plus. • Flexible and able to handle multiple priorities • Creative thinking, intellectual curiosity • Ability to design efficient workflows for process improvement • Ability to identify, escalate and resolve problems/issues • Demonstrates efficient time management • Problem-solving and sound judgment • Analytical and problem-solving skills • Strong organizational and time management skills • Strong attention to detail • Excellent verbal and written communication skills with all audiences • Negotiation and mediation skills This role can be based in either our New York City or Philadelphia locations and is a hybrid role, with a minimum of three days per week in office. Salary Range NYC: $110k-$150k base salary + annual bonus target BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 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: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 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 relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Support client onboarding, account reviews, portfolio activities, client data requests, and assist with client meeting materials in a private wealth management internship. | Current college junior with strong academic record, leadership skills, understanding of asset management, advanced Excel and PowerPoint skills, and passion for finance and teamwork. | 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. We're looking for sharp minds and bold thinkers to join our internship program - your pathway to real-world finance, global markets, and the kind of professional development that sets you apart. We value our internship programs as they help us identify our future hires and leaders. What You'll Experience in BBH's Internship Program: • Overview: Experience a dynamic 10-week internship where you will be fully immersed in BBH's culture and business needs • Hands-On Learning: Work alongside experienced professionals on real projects that support business objectives • Mentorship That Matters: Work side-by-side with industry leaders and BBH owners (Partners and Principals) who are invested in your growth • Professional Development: Sharpen your skills through workshops, speaker series, and networking events designed to accelerate your career. Receive continuous and personalized feedback throughout the program - empowering you to grow, refine your skills, and help you navigate your path to success • Collaborative Environment: Join a tight-knit team where your ideas are heard, your contributions matter and your potential is unleashed • On-Site Presence: Immerse yourself in our company culture and accelerate your professional development with your daily in-office presence • Community: Make a positive impact by volunteering in our philanthropic program - BBHcares while connecting with fellow BBHers The mission of our Private Wealth Management area at BBH is to help our clients thrive. We work with ultra-high net worth clients (average client over $50MM) to solve problems at the intersection of their wealth, values, and lives. We believe that integrating wealth and investment planning is the best way to deliver comprehensive, dynamic strategies that anticipate and satisfy our clients' evolving needs. Specific areas in which we help clients include: • Investment Advisory: long-term, value-oriented investing with the objective of preserving and growing wealth • Capital Allocation: alternative investment allocation advisory including private equity, private credit, venture capital, real estate and distressed debt • Values-Based Wealth Planning: creating values-driven, tax-efficient wealth transfer plans for families • Philanthropic Advisory: assistance navigating the philanthropic journey to create a lasting, positive impact • Next Generation Education: programs to support the next generation in assuming responsibility for family wealth to support informed decision-making and facilitate communication around wealth • The Center for Women and Wealth (CW&W): engaging and supporting women as they create and manage wealth by providing investment, planning and philanthropic resources What can you expect from an Internship with BBH's Private Wealth Management group? • Support day to day activities of a dedicated client base and ensure client needs are being met and that BBH services are properly delivered • Support the new client onboarding and account opening processes, as well as account reviews • Support the creation of client meeting materials • Exposure to implementation and execution of core portfolio activities • Learn how to troubleshoot client account issues such as portfolio reporting/activity and support client data requests • Exposure to multiple disciplines in our integrated business model (private equity, lending, corporate advisory, family business) What BBH's Private Wealth Management group looks for in an Intern: • Current junior in college, entering senior year in Fall of 2026 with a background in and passion for finance, business, or investing • Strong academic achievement as evidenced through a GPA of 3.3 or higher • Demonstrated leadership skills through academic and extracurricular activities • Effective communication skills, written and verbal • Strong understanding of asset management industry and security markets (equities and fixed income) • Demonstrated ability to think creatively and strategically • Sound judgment and demonstrated ability to identify, escalate and resolve a problem • Ability to prioritize competing demands • Demonstrated passion for teamwork and success • Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas Ready to Apply? Applications for BBH's 2026 Summer Internship Program close October 3rd, 2025. Don't miss your chance to work alongside industry leaders, gain hands-on experience, and immerse yourself in a culture of excellence. Apply early to secure your spot and start building your future with BBH. 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: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 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 relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.