Investment Accounting Product Lead

Brown Brothers Harriman   •  

Jersey City, NJ

Industry: Financial Services


8 - 10 years

Posted 393 days ago


BBH Fintech is a new pillar with in Inserv, representing the merger of Middle Office, Direct & Infomediary.  As a pillar our goal is to monetize and scale our core technology to meet critical needs of financial institutions and asset managers, with apps & technological solutions being core to our commercialization efforts.

Job Description:

Fintech is seeking a Business Analyst (BA) to join its team in the Jersey City office.  The candidate will be responsible for multiple activities in support of the FinTech business.  The candidate will be working on the strategy for our IBOR (Investment Book of Records) product, a new effort to create the next generation of data tools for our IBOR business and our clients. These responsibilities include but not limited to analysis of current and future requirements related to Middle Office, Performance, Cash Management and Portfolio Valuation.


  • Analyze existing processes as they relate to IBOR including but not limited to operational processes, data availability and data delivery requirements
  • Assist in the definition of requirements for further enhancements to the IBOR product by studying market strategies and create differentiating features for the BBH product.
  • Assist in defining the pricing structures for BBH’s IBOR product
  • Assist in reviewing and managing system build plans and service delivery resourcing plans
  • Work with the various product organizations including Fund Accounting, Middle Office and Cash management product to ensure IBOR product is represented and new investments reflect IBOR priorities.
  • Participate in the RFP process for new clients or providing new services to existing clients
  • Act as a liaison between our clients and the rest of the execution organization. This will require frequent client interaction to ensure we are in touch with our clients’ evolving needs and help identify innovative ways in which we can help clients.
  • Work with the FinTech data product team to represent IBOR data requirements and priorities
  • Additional ad-hoc tasks as appropriate.


  • Bachelor's degree in business, accounting, management, finance, economics, or similar preferred. 
  • 7 to 10 years of relevant experience in a financial services organization that services IBOR clients
  • Strong financial and business acumen and background. 
  • Familiarity with the Product Development Lifecycle with the ability to work with diverse groups to ensure progress
  • Creative and effective problem solving and analytical skills with a demonstrated history of creating strategies and/or products for this industry
  • Results-oriented.  Ability to meet deadlines and work under pressure, with composure and accuracy.  Flexible to shifting responsibilities and priorities.  
  • Strong communications skills, both oral and written.  Communicate clearly and concisely, and appropriate to the audience.  Strong listening skills.
  • Consistent attention to detail, while being strategic and seeing the big picture.
  • Ability to take action in solving problems, while exhibiting a realistic understanding of the scope of the issue.
  • Strong interpersonal skills, with the ability to interact effectively and professionally with various levels of the organization.  Demonstrated experience developing, building, and maintaining strong business relationships.
  • Demonstrated proficiency and experience using Windows based applications including MS Office applications such as Word, Excel, PowerPoint, and Access.
  • Willing to travel to client sites and/ or BBH delivery sites