Family Office Analyst

About the role

Brown Brothers Harriman (BBH) is the trusted and preferred advisor for private businesses, their owners, and wealthy families. BBH Capital Partners’ mission is to protect and grow our clients' capital over meaningful periods of time, focusing on scalable investment strategies that lead to differentiated results. BBH is currently recruiting a Family Office Analyst (FOA) to join our Capital Partners, Multi-Family Office (MFO) team in Houston.

Responsibilities

• Relationship Management With the RMs, the FOA serves as a part of the “trusted advisor” team to clients by combining asset allocation and investment advice with trust and estate planning issues and specialized lending services.
• Deepen client relationships and develop trust and confidence with clients through flawless execution, extensive phone contact, and participation in client meetings
• Coordinate day-to-day activities of dedicated client base and ensure client needs are being met and that BBH services are properly delivered
• Coordinate all core portfolio activities Management on behalf of the RMs
• Serve as primary interface on behalf of clients with the central management teams within BBH
• Identify accounts that should be re-balanced or re-papered in preparation for account reviews, including reviewing asset allocation and making sure guidelines for investing have not changed
• Create client meeting materials
• Manage all non-strategic decisions (checks, funds transfers, gifting etc.)
• Interact with 3rd party service providers
• Troubleshoot client account issues such as portfolio reporting/activity, client reference data, RM client data requests, and resolving non-receipt of mailing
• Risk Management & Administration As primary day-to-day contact point with clients, elevate all at-risk issues to RMs
• Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e. overdraft reports, approved trades, delinquent documentation, IPSs)
• Initiate all account maintenance activities, including account reviews/approvals, documentation, meeting materials, address or name changes and performance evaluations
• Oversee Administrative Assistant (AA) efforts relating to the completion of client requests on behalf of the client base
• Document start of relationship (e.g. new account documents, fee schedule)
• Ensure client account materials are up to date and accurate (e.g. IPS)

Qualifications

• Bachelor’s degree
• Minimum 0-3 years of industry experience required
• Demonstrated interest in the Wealth Management field
• Client service experience and aptitude strongly preferred
• Strong organizational, analytical, and written/oral communication skills
• Strong attention to detail
• Able to work effectively in a team environment
• Proficient in MS Office, particularly Excel