VP, Investment Analytics (New York)

VP, Investment Analytics

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!

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.

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.

Provide day-to-day guidance and coaching to Analytics Engineers supporting BBR's Investment Analysis.

Act as a close partner to the Research and Advisory Teams, understanding their questions and helping them arrive at well-supported conclusions.

Qualifications

Required

Preferred

What We Offer

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.