SR ASSOCIATE – ANALYTICS ENGINEER, CLIENT INTELLIGENCE

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 an Analytics Engineer to join our Client Intelligence team. This role will design and build scalable data infrastructure that powers client reporting and analytics for our Advisory business. You'll work at the intersection of data engineering and business requirements, building pipelines, APIs, and automation that deliver sophisticated client insights at scale.

Reporting to our Head of Client Intelligence, you'll collaborate closely with our Data Engineering and Software Development teams to leverage shared platform capabilities while owning the technical solutions specific to client deliverables. This is a high-impact role with direct visibility into the ways we serve our clients.

RESPONSIBILITIES

Analytics Engineering

• Design and build data pipelines using Airflow and dbt to automate client reporting processes
• Develop API wrappers and services for client-specific data access and configuration management
• Build and maintain derived datasets, metrics, and aggregations for client portfolio analytics
• Collaborate with our core Data team to consume canonical APIs and datasets from various Cloud platforms
• Implement data quality checks and validation frameworks for client-facing deliverables
• Leverage Alteryx and Airflow for evolving pipelines to become more code-centric

Solution Development

• Partner with our Software Development team to build highly tailored applications to drive analytics
• Translate Advisory team requirements into technical specifications and scalable solutions
• Design allocation and mapping frameworks that allow for top-level and drill-down analysis across custom domains.
• Build automation that reduces manual effort in client reporting workflows

Analytics & Insights

• Develop client-facing metrics and analytics using Python and Jupyter notebooks
• Support ad-hoc analysis requests from Advisory team when needed
• Create reusable analytical frameworks that can be applied across client portfolios

Platform Integration

• Integrate with third-party SaaS platforms (including Seismic) to deliver client materials
• Establish patterns and best practices for maintainable, scalable client reporting solutions
• Document technical designs and architectural decisions

QUALIFICATIONS

Technical Skills

• 3-5+ years of experience building production data pipelines and automation
• Strong proficiency in Python for data engineering and analysis
• Experience with modern orchestration frameworks (Airflow strongly preferred)
• Advanced SQL skills and experience with data transformation tools (dbt strongly preferred)
• Familiarity consuming data via API (REST) endpoints
• Familiarity with cloud data warehouses (Snowflake preferred)
• Version control and software development best practices (Git, CI/CD)

Preferred Qualifications

• Experience integrating with or configuring enterprise SaaS platforms
• Background in financial services, wealth management, or client-facing analytics
• Experience with BI/visualization platforms (Power-BI, Tableau)
• Familiarity with Cloud infrastructure

WHAT WE OFFER

• Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment.
• Competitive base salary and incentive compensation.
• Company subsidized health, 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), 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 opportunities.
• Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure.
• Hybrid remote work environment, “Work from Anywhere” weeks, and 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 $100,000 and $120,000 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.