Addepar Analyst - Family Office Client Services & Reporting

About the role

Brown Brothers Harriman is recruiting an Addepar Analyst, Family Office Client Services & Reporting to join our Capital Partners team. This role is a hybrid position, requiring a minimum of three (3) days in-office per week.

Responsibilities

• Provide consolidated reporting to high-net-worth clients and family offices.
• Configure Addepar reporting and resolve issues.
• Run monthly and quarterly reporting for high-net-worth clients, family offices and endowments and foundations.
• Update asset classification and security pricing in Addepar.
• Work with an internal performance team to reconcile accounts in Addepar.
• Report on internal and external private investments.
• Integrate systems and workflows.
• Identify trends and recommend process improvements to increase efficiency.
• Collaborate with various parts of the organization to resolve client issues.
• Resolve data and calculation discrepancies in complex data sets.

Qualifications

• BS/BA degree with 3+ years of relevant work experience; Addepar experience is required.
• Advanced proficiency in Excel and PowerPoint, including customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas.
• Strong knowledge of performance and financial reporting.
• Strong knowledge of private investments (private equity, venture capital, private real estate) and ability to track and report on them.
• Ability to analyze monthly performance returns and market value changes to ensure accuracy.
• Ability to identify, escalate, and resolve problems/issues.
• Avid learner willing to develop subject matter expertise on new software.
• Strong written and verbal communication skills.
• Excellent attention to detail, time management, and organizational skills.
• Ability to meet tight deadlines and work under pressure.
• Proactive self-starter who is goal-oriented.
• Working knowledge of performance analysis concepts.
• Experience with First Rate and Sungard AddVantage a plus.
• Strong work ethic and self-starter, able to effectively prioritize and adapt within a fast-paced business environment.

Benefits

Our total rewards package includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role.

We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

Learn more about our rewards and benefits, philanthropy, approach to sustainability, or how we support you to thrive personally, physically and financially at BBH.com.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.