Full-Time
Marketing Reporting Analyst
Brown Brothers Harriman
5,001-10,000 employees
Private banking and wealth management
Compensation Overview
$75k - $90k/yr
New York, NY, USA
In Person
Bachelor's
 Growth & Marketing (1) |
|---|
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- A bachelor's degree is required.
- Proficiency in Adobe Creative Cloud, including Illustrator, Photoshop, Acrobat, and InDesign, with the ability to learn how to leverage automation platforms.
- Excellent written and verbal communication skills with a professional customer-service approach.
- Ability to multitask and meet deadlines while working under pressure.
- Strong attention to detail and willingness to learn and optimize processes.
- Ability to work with autonomy as well as in a team environment.
- Resourceful and creative problem-solving ability.
- Proficiency in Excel, Word, and PowerPoint.
- Develop a comprehensive understanding of Capital Partners Marketing's business line and products to produce and maintain key marketing collateral.
- Deliver day-to-day core marketing operations processes and materials to support collateral, presentations, and email campaigns.
- Collaborate with Relationship Managers to create client presentations.
- Work closely with Data Governance, Technology, and various groups throughout the firm to enhance existing platforms, build new tools, and automate production processes.
- Collaborate with stakeholders to understand product positioning and marketing requirements to service existing clients and new prospects.
- Convert complex data and concepts into attractive tables, graphs, maps, and charts using Word, Excel, PowerPoint, and InDesign.
- Capture, analyze, and report appropriate return-on-investment data and make recommendations for ongoing activity optimization.
- Implement marketing technology best practices and recommend improvements based on firm and industry guidelines to drive business results.
- Identify and escalate issues and contribute to projects that maintain data and messaging integrity.
- Coordinate the tracking and reporting of key budget planning, operational processes, and reports throughout the year.
- Assist with special projects on an ad hoc basis.
- Three or more years of working experience and/or knowledge of the securities industry is preferred.
Brown Brothers Harriman (BBH) provides private banking, wealth management, and investment services to private clients, institutions, and corporations. Its offerings include private wealth planning, lending, and advisory services; custody and fund services; cross-border fund solutions; and investment management across equities, fixed income, and alternatives. BBH emphasizes a client-focused, relationship-driven approach with a broad product platform that supports asset gathering, fiduciary services, and corporate lending. The company differentiates itself through a long-standing, private partnership culture, global reach with localized client service, and integrated solutions spanning private banking, investment management, and investor services. The goal is to align client interests with disciplined, value-based investing and comprehensive financial solutions, while maintaining selective, specialized client relationships and a stable, trusted brand.
Company Size
5,001-10,000
Company Stage
N/A
Total Funding
$254.9M
Headquarters
Boston, Massachusetts
Founded
1818
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Simplify's Take
What believers are saying
- September 2, 2026 Pictet named BBH custodian, depositary, and administrator for active ETFs.
- September 9, 2026 Braid targets regulated financial data transformation with auditable agentic AI.
- July 2026 hires in digital assets and product transformation expand BBH's growth agenda.
What critics are saying
- Braid's 2025 pilot success faces implementation risk against SimCorp, BlackRock, and legacy ETL vendors.
- ETF servicing wins concentrate BBH in fee-pressured European active ETFs through 2026.
- A Braid failure would damage BBH's credibility as a technology provider and client servicer.
What makes Brown Brothers Harriman unique
- BBH's private partnership model prioritizes client relationships over quarterly earnings pressure.
- September 2026 Braid and 2026 Infomediary launches embed proprietary workflow software into services.
- Pictet, AllianceBernstein, and Euroclear wins prove BBH's ETF and data infrastructure specialization.
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Benefits
Private medical care
Life Insurance
Hybrid Work Options
Professional Development Budget
Wellness Program
Paid Vacation
Flexible Work Hours
Paid Holidays
Company News
BBH Launches Braid: AI-Native Platform to revolutionize Financial Data Transformation. Brown Brothers Harriman (BBH) has launched Braid LLC, an AI-native technology affiliate designed to automate complex data transformation for financial institutions. By allowing business users to manage data flows through natural language, the platform addresses the persistent bottleneck of manual integration, offering a scalable solution for firms struggling with fragmented legacy systems and evolving market standards. What was announced. Braid LLC is an AI-native data transformation platform built specifically for the regulatory and operational rigour of the financial services sector. The platform aims to replace the traditional, engineering-heavy approach to data integration with an "agentic" AI model. This allows business analysts and operations teams to describe their data requirements in natural language, which AI agents then use to construct transparent, fully auditable transformations. The system operates in a controlled, deterministic environment to ensure that the outputs meet the oversight requirements of regulated organizations. Key features include a centralized oversight dashboard for managing breaks and exceptions, and the ability to handle custom data transformations across various market protocols and reporting requirements. Built by financial services practitioners, Braid is designed to support modern cloud and hybrid architectures while maintaining enterprise security standards. During a 2025 pilot program, Braid demonstrated significant operational impact, reporting efficiency gains of up to 98% across three specific use cases. These included the conversion of data into industry-standard formats, the automation of trade instruction ingestion - outperforming traditional extract, transform, load (ETL) tools - and the unification of disparate data streams from more than 150 external providers. This pilot reportedly saved hundreds of hours of manual effort, proving the platform's ability to turn fragmented, fast-moving data into decision-grade assets. "For too long, data transformation and interoperability have suffered from a lack of capable enterprise solutions. As a result, organizations have been forced to tolerate a fragmented web of bespoke integrations, manual processes, poor change control, and a patchwork of tools. Braid is designed to change that. By combining AI with enterprise-grade controls, Braid empowers teams to build, automate, and oversee production-grade data transformations in hours rather than months. This frees resources to focus on growth, improve client outcomes, and solve the persistent problem of data transformation and interoperability." The companies involved. Brown Brothers Harriman (BBH) is a privately held financial institution with a significant footprint in investor services, investment management, and private banking. The launch of Braid LLC leverages BBH Investor Services' 25 years of deep domain expertise in financial data connectivity and messaging. This background is rooted in the firm's history of managing complex global custody and market connectivity for institutional clients. BBH has historically focused on building proprietary technology to bridge the gap between disparate financial systems, often acting as a critical intermediary in the global markets. Braid represents a formalization of this expertise into a standalone technology affiliate, moving away from purely service-based offerings toward a scalable software-as-a-service (SaaS) model. By positioning Braid as an AI-native entity, BBH is attempting to modernize the data solutions legacy that has defined its operations for over two decades. The new affiliate is designed to satisfy modern operational rigor while helping business users turn fragmented data into trusted assets. What FF News has reported before. FF News has closely tracked BBH's expansion of its digital ecosystem and its role in streamlining market infrastructure. In early 2025, Ascento Capital reported that Euroclear Deploys BBH Infomediary(R) Data Solutions for SWIFT Message Transformation and Network Connectivity, a move that signaled BBH's growing influence in global messaging standards. This was followed by news that BBH's Account Opening API Embraced by European Fund Platforms as Euroclear Adopts the Solution, highlighting the firm's push toward API-led interoperability. Additionally, the firm's global reach was evidenced when BBH Selected by Compañia de Seguros Confuturo SA for Global Custody Services in April 2025. Most recently, the industry saw the initial move toward this new venture with the report that BBH Launches Braid: An AI-Native Platform for Financial Data Transformation. What this means. The launch of Braid reflects a critical shift in the fintech landscape: the transition from "black box" AI to "agentic" AI with enterprise guardrails. For years, the industry has struggled with the "last mile" of data integration, often relying on expensive data engineering teams to maintain brittle ETL pipelines. By enabling business users to generate code through natural language, BBH is putting direct pressure on traditional middleware providers and legacy ETL vendors who have been slow to integrate generative AI. The real test for the sector will be whether these AI-generated transformations can truly maintain the deterministic reliability required during periods of extreme market volatility. Featured speakers.
Brown Brothers Harriman has launched Braid LLC, a technology affiliate offering an AI-native data transformation platform for financial services firms. The platform enables business users to describe their data needs in natural language, which AI agents then use to build auditable data transformations. Braid aims to address enterprise data transformation challenges by allowing teams to automate processes in hours rather than months. The platform features centralised oversight, transparent exception management, and enterprise-grade controls designed for regulated environments. In a 2025 pilot with BBH Investor Services, Braid achieved up to 98% efficiency gains across three use cases, including converting data into standard formats and automating trade instruction ingestion. The solution builds on BBH's 25 years of expertise in financial data connectivity and messaging.
BBH selected to support Pictet Asset Management's Active UCITS ETF launch. September 02, 2026 * Investor Services Brown Brothers Harriman (BBH) today announced that it is serving as fund depositary, global custodian, and fund administrator for Pictet Asset Management's launch of Active UCITS ETFs in Europe. September 2, 2026 - Brown Brothers Harriman (BBH) today announced that it is serving as fund depositary, global custodian, and fund administrator for Pictet Asset Management's launch of Active UCITS ETFs in Europe. The launch marks Pictet Asset Management's entry into the active ETF market and extends the firm's long-standing relationship with BBH. The launch marks an important milestone in Pictet Asset Management's European UCITS ETF expansion and builds on a long-standing relationship between the two firms. "With our entry into the European Active UCITS ETF market, we wanted to partner with a proven global ETF fund administrator who knows the European ETF market, that is why we chose BBH," said Antoine Boulet, Senior ETF Strategist at Pictet Asset Management. "Having worked with BBH on the launch of our US ETF offerings, we knew their innovative ETF technology platform and comprehensive service offering would be key factors in supporting our European range." "We're pleased to support Pictet Asset Management as they bring their active investment capabilities to the European ETF market," said Andrew Craswell, Head of Client Relationship Management for Investor Services in Europe at BBH. "Our integrated custody and fund administration capabilities, combined with our global operating model and deep European ETF expertise, position us well to support Pictet's growth ambitions and evolving product strategy." About Brown Brothers Harriman (BBH) Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. For over 200 years, BBH New York has partnered with clients to navigate complexity, innovate with purpose, and succeed in evolving financial markets. Its 6,000 employees serve clients and their investments in over 90 markets from 18 offices worldwide. As a private partnership, BBH New York is uniquely built to put clients first and deliver success that lasts. BBH Investor Services is a leading provider of asset servicing and operating model solutions to global asset managers and financial institutions. Asset servicing solutions include custody, global tax services, depositary and trustee, accounting, administration, and transfer agency. Operating model solutions solve platform, data, and connectivity challenges across open-architecture operating models. BBH New York support clients' growth, operational efficiency and resiliency, and streamline reporting and oversight. About Pictet Asset Management Pictet Asset Management includes all the operating subsidiaries and divisions of the Pictet group that carry out institutional asset management and fund management. Pictet Asset Management Limited is authorised and regulated by the UK's Financial Conduct Authority. At 30 June 2026, Pictet Asset Management managed USD 352 / CHF 286 / EUR 310 / GBP 267 billion in assets. Pictet Asset Management has eighteen business development centres worldwide, extending from London, Brussels, Geneva, Frankfurt, Amsterdam, Luxembourg, Madrid, Milan, Paris and Zurich to Hong Kong, Taipei, Osaka, Tokyo, Singapore, Shanghai, Montreal and New York. About Pictet Group The Pictet Group is a partnership of owner-managers, with principles of succession and transmission of ownership that have remained unchanged since its foundation in 1805. The Group focuses exclusively on wealth management, asset management, alternative investments and related asset services. It does not engage in investment banking, nor does it extend commercial loans. With CHF 757 (EUR 813/USD 955/GBP 710) billion in assets under management or custody as of 31 December 2025, the Pictet Group is today one of Europe's leading independent wealth and asset managers for private clients and institutional investors. Founded and headquartered in Geneva, Switzerland, the Pictet Group currently employs some 5,500 people. It has 31 offices worldwide, in Amsterdam, Barcelona, Basel, Brussels, Dubai, Frankfurt, Geneva, Hong Kong, Lausanne, Lisbon, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, New York, Osaka, Paris, Rome, Shanghai, Singapore, Stuttgart, Taipei, Tel Aviv, Tokyo, Turin, Verona and Zurich. Brown Brothers Harriman & Co. ("BBH") may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners. (C) Brown Brothers Harriman & Co. 2026. All rights reserved. IS-11744-2026-08-20
Dan Montoya named Head of Relationship Management for the Americas within BBH Investor Services. July 28, 2026 * Investor Services Appointment reflects BBH's continued commitment to delivering exceptional client service and strengthening strategic partnerships across the Americas. New York City - July 28, 2026 - Brown Brothers Harriman (BBH) is pleased to announce that Dan Montoya has been named Head of Relationship Management for the Americas within BBH's Investor Services business. In this role, Dan will partner with asset managers, financial institutions, and insurers to help solve complex operational challenges and drive strong service outcomes. "Given Dan's client-first mindset, deep industry expertise, and proven ability to build strong teams and enduring partnerships, we are excited to have him lead Relationship Management for the Americas," said Orla Foley, Head of Global Relationship Management for BBH Investor Services. "Across his two decades at BBH, Dan has earned the trust of clients and colleagues by helping solve complex operational challenges, strengthening service delivery, and bringing BBH's premium service model to life. Dan joined BBH in 2005 and brings more than two decades of experience in client service and relationship management. During his tenure, he has worked with some of BBH's most significant client relationships and developed extensive international expertise while based in Luxembourg before relocating to New York in 2024. Based in New York, he will oversee relationship management activities across the Americas while continuing to focus on client success and team development. "I'm honored to take on this expanded role and to continue partnering with our clients across the Americas as they navigate an increasingly complex operating environment," said Dan Montoya, Head of Relationship Management for the Americas within BBH Investor Services. "BBH's strength has always been rooted in the depth of our relationships, the expertise of our teams, and our commitment to delivering thoughtful, high-quality service. I look forward to working with colleagues across the region to build on that foundation, deepen our client partnerships, and help our clients achieve their goals." About Brown Brothers Harriman (BBH) Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. For over 200 years, BBH New York has partnered with clients to navigate complexity, innovate with purpose, and succeed in evolving financial markets. Its 6,000 employees serve clients and their investments in over 90 markets from 18 offices worldwide. As a private partnership, BBH New York is uniquely built to put clients first - and deliver success that lasts. BBH Investor Services is a leading provider of asset servicing and operating model solutions to global asset managers and financial institutions. Asset servicing solutions include custody, global tax services, depositary and trustee, accounting, administration, and transfer agency. Operating model solutions solve platform, data, and connectivity challenges across open-architecture operating models. BBH New York support clients' growth, operational efficiency and resiliency, and streamline reporting and oversight. Brown Brothers Harriman & Co. ("BBH") may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners. (C) Brown Brothers Harriman & Co. 2026. All rights reserved. IS-11686-2026-07-20
BBH recognized as a top-tier ETF administrator in Global Custodian Survey. July 27, 2026 * Investor Services BBH's ETF technology and innovation recognized in 2026 ETF Administration Survey BOSTON, July 27, 2026 - Brown Brothers Harriman (BBH) was recognized by Global Custodian as a top-tier provider in its 2026 ETF Administration Survey, reflecting strong client feedback across service, onboarding, technology, and the overall ETF servicing model. The survey also reflected BBH's continued investment in technology and innovation to help clients navigate an increasingly complex ETF landscape, highlighting technology as an area of year-over-year improvement. Client feedback underscored the strength of BBH's partnership model and commitment to service. One client described BBH as offering a "client first approach with fast response time and great quality," as well as a "white glove service level" during onboarding. The same respondent said BBH's "client-first attitude and stellar service levels are first class and a huge competitive advantage." Other clients described BBH as "an exceptional partner" and "a great partner to our ETF business," noting that BBH has grown alongside clients as they developed new ETF and ETP capabilities. BBH supported a record number of client ETF launches in 2025, with a significant focus on actively managed strategies. The firm also continued to advance its ETF servicing capabilities, including strategic technology investments in its APEX portal connectivity and expanded T+0 settlement support for certain ETFs. About Brown Brothers Harriman (BBH) Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. For over 200 years, BBH New York has partnered with clients to navigate complexity, innovate with purpose, and succeed in evolving financial markets. Its 6,000 employees serve clients and their investments in over 90 markets from 18 offices worldwide. As a private partnership, BBH New York is uniquely built to put clients first - and deliver success that lasts. BBH Investor Services is a leading provider of asset servicing and operating model solutions to global asset managers and financial institutions. Its asset servicing solutions include custody, global tax services, depositary and trustee, accounting, administration, and transfer agency. Its operating model solutions solve platform, data, and connectivity challenges across open-architecture operating models. BBH New York support its clients' growth, enhance operational efficiency and resilience, and streamline reporting and oversight. Brown Brothers Harriman & Co. ("BBH") may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners. (C) Brown Brothers Harriman & Co. 2026. All rights reserved. IS-11700-2026-07-24