Vice President – Investment Analytics

FIRM OVERVIEW

BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 20 years has nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans!

POSITION OVERVIEW

BBR Partners is seeking a Sr. Investment Analytics professional to deepen and scale our approach to analyzing portfolios across alternative assets (incl. hedge funds, private equity, real assets, and other illiquid investments), as well as public markets. This is a technical, hands-on role suited to someone with allocator experience, a strong quantitative grounding, and the judgment to help us implement consistent, scalable analytics - without overengineering or disrupting trusted workflows.

The ideal candidate brings rigor, humility, and a builder's mindset. They should be comfortable rolling up their sleeves to improve how we model cash flows, compute attribution, and support investment decisions. You’ll work closely with our Research, Data, and Engineering teams to improve repeatability, data integrity, and insight across public and private exposures.

RESPONSIBILITIES

• Hands-on Analysis, Reporting & Tooling
  • Build analytic tools and prototypes in Python and SQL to support fund comparisons, exposure aggregation, scenario testing, and manager reviews.
  • Work alongside Engineering and Data teams to integrate successful tools into our broader platform when ready for scale.
  • Ensure analytic outputs are explainable, repeatable, and trusted across the firm.
  • Deliver time-sensitive analysis or reports for our Investment, Research or Advisory organizations while instilling a level of quality and rigor for long-term benefit.
• Investment Analytics & Methods
  • Aide in the maturation of structured approaches to analyzing manager performance, including transparency (look-through), IRR, PME variants, pacing/liquidity modeling, and benchmark-relative metrics.
  • Establish clear, well-documented methodologies that reflect best practices in institutionalizing these analyses across public and private markets, tailored to our investment philosophy and operating context.
  • Translate portfolio questions into analytical workflows that generate actionable insights—not just outputs.
  • Contribute to the successful evaluation and integration of 3^rd party analytical suites to enhance the level of reporting capabilities internally and available to our clients.
• Team Leadership & Standards
  • Provide day-to-day guidance and coaching to Analytics Engineers supporting BBR’s Investment Analysis.
  • Set quality standards for how analysis is conducted, reviewed, and communicated.
  • Promote a mindset of continuous improvement—raising the bar for both accuracy and usability over time.
• Stakeholder Collaboration
  • Act as a close partner to the Research and Advisory Teams, understanding their questions and helping them arrive at well-supported conclusions.
  • Work cross-functionally with Client Analytics, Data and Software teams to align analytics with upstream data models and downstream applications.
  • Communicate technical and analytical concepts clearly to audiences with varying levels of technical fluency.

QUALIFICATIONS

Required

• 8+ years of progressively senior experience in investment analytics, allocator research, or portfolio analysis within a hedge fund, private-markets platform, OCIO, or multi-asset manager.
• Demonstrated depth in developing and systematizing alternative-asset analytics: cash-flow modeling, IRR / xIRR, PME variants, TVPI / DPI, vintage pacing, liquidity forecasting, benchmark construction, and look-through exposure analysis.
• Multi-asset portfolio expertise: Hands-on analysis across public markets and private/illiquid assets (hedge funds, PE/VC, real assets), including aggregation, look-through, and cross-asset benchmarking.
• Proven ability to present and defend methodologies to portfolio managers, research leads, or investment committees
• Working knowledge of market/reference data, benchmark analysis, synthetic/basket composition and corporate actions impact on return analysis.
• Hands-on Python and SQL skills - Able to prototype analyses beyond Excel and manage code with Git (basic branching, pull requests, version control discipline).
• Experience mentoring or coaching analysts/developers and setting standards for analytic quality, documentation, and peer review.

Preferred

• CFA charter holder (or meaningful progress) or an advanced degree/experience in finance, economics, statistics, or quantitative field(s).
• Exposure to modern data and analytics tooling—Snowflake, dbt, Github.
• Familiarity with index data, market pricing feeds, market microstructure and public–private aggregation techniques.
• Experience evaluating or integrating third-party analytic suites into an established data ecosystem.

WHAT WE OFFER

• Competitive base salary and incentive compensation opportunity.
• Company subsidized medical/Rx, 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), Wellhub membership, 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 growth opportunities.
• Volunteerism opportunities and matching gift program.
• Flexible time off, paid parental leave, and Sabbatical with company tenure.
• Hybrid remote work environment, “Work from Anywhere” weeks, and business casual dress.
• New office space with a variety of perks and amenities including catered lunches and stocked pantry.

ADDITIONAL INFORMATION
Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $150,000 and $200,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.