Change Management Lead Project Analyst

Brown Brothers Harriman

. Support projects within the Change Management discipline under Capital Partners .

Posted 10/27/2026full-timeUnited StatesSenior💰 $80,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and business analysis within the financial services sector, particularly in private wealth management and investment management. Proficient in coordinating project teams, managing resources, and executing user acceptance testing while ensuring effective communication with stakeholders.

Highest-signal resume keywords

Project ManagementBusiness AnalysisUser Acceptance TestingFinancial Services ExperiencePortfolio Accounting Concepts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project Management PrinciplesBusiness AnalysisRequirements DocumentationData AnalysisProblem-SolvingTime ManagementAttention to DetailNegotiation SkillsCreative ThinkingAnalytical Skills

Soft Skills

Excellent Communication SkillsOrganizational SkillsIntellectual CuriosityFlexibilitySound Judgment

Tools & Technologies

FIS AddvantageSEI’s Wealth PlatformCharles River Development (CRD)AddeparProject Management Tools

Industry Keywords

Change ManagementPrivate Wealth ManagementInvestment ManagementPortfolio Accounting System TransitionTWR CalculationsIRR Calculations

About the role

Key responsibilities & impact

Support projects within the Change Management discipline under Capital Partners
Initiate, organize, analyze, and complete projects of varying sizes addressing business goals and needs
Execute business analysis and project management tasks across project life-cycle phases
Define scope, prioritize deliverables, and manage resources
Coordinate project teams through planning, scoping, analysis, design, development, testing, and implementation
Manage project meetings, write detailed requirements, complete project reporting, maintain documentation, and support project management tools
Contribute to user acceptance test planning and execute user acceptance testing
Coordinate and oversee project implementations and product rollouts
Track project tasks, align resources, execute analysis, and write requirements
Escalate concerns to management and recommend project status changes
Manage projects including large-scale initiatives, application upgrades, and enhancements
Deliver projects on time and on budget
Serve as liaison among project participants to ensure tasks and deliverables are met
Work with subject matter experts to gather and document business requirements and workflows
Work with technology teams on design and development
Lead meetings, analyze data, research issues, and devise solutions
Lead user acceptance testing, training, and implementation as required
Communicate defects to Systems developers, track fixes, document change requests, and maintain status reporting
Prepare roll-out plans and project launch materials
Plan and lead meetings with business users, sponsors, systems groups, vendors, and clients
Prepare project status reporting and communications for stakeholders

Requirements

What you’ll need

Bachelor’s degree required
5+ years of experience
Experience at a financial services firm required
Experience focused in private wealth management and/or investment management is strongly preferred
Experience using established project management principles and methodologies
Flexible and able to handle multiple priorities
Creative thinking and intellectual curiosity
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
Experience participating in a portfolio accounting system transition, or experience with portfolio accounting concepts, TWR or IRR calculations is a plus
Familiarity with FIS Addvantage, SEI’s Wealth Platform, Charles River Development (CRD), and/or Addepar is a plus

Benefits

Comp & perks

Annual bonus target
Profit-sharing
Healthcare
Long-term savings
Income protection
Professional development opportunities
Time off
Hybrid work arrangement