Family Office Analyst

About the role

Brown Brothers Harriman is currently recruiting a Family Office Analyst (FOA) to join our Capital Partners, multi-family office (MFO) team in Chicago.

Responsibilities

• Relationship Management
• Coordinate day-to-day activities of dedicated client base and ensure client needs are being met and that BBH services are properly delivered
• Assist Relationship Manager or Office Head with presentations for client meetings on specific client information such as holdings, capital activity and performance in client accounts
• Participate in prospect and client meetings, including but not limited to discussions surrounding our service offerings
• Investment Execution
• Coordinate all core portfolio activities including those related to Core Select, Fixed Income and Cash Management on behalf of the RM
• 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
• Elevate all at-risk issues to RM, or OM
• 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 1-2 years of industry experience required, Wealth Management preferred
• Client service experience and aptitude required
• Familiarity with estate planning techniques, wealth projections, asset allocation and public/private investments for UHNW clients and endowments and foundations preferred
• Progress towards CFA/CFP desired
• 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

Pay

Salary Range $70,000 - $100,000 Base salary + annual bonus target

BBH and its affiliates' compensation program 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. 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.