Family Office Analyst

About the role

Join us as a Family Office Analyst (FOA) to join our Capital Partners, multi-family office (MFO) team in Philadelphia. This role 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.

Responsibilities

• Support the Relationship Manager (RM) by serving as the primary contact point for both high-net-worth clients and endowment & foundation clients.
• Manage day-to-day activities of the RM’s client base and ensure that client needs are met and that BBH services are properly delivered.
• Coordinate with Relationship Managers to obtain prospects by helping to organize marketing events and by developing personal and professional networks.
• Aid in 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 discussions surrounding our service offerings.
• Execute core portfolio activities on behalf of the RM, serve as the primary interface on behalf of clients with the central management teams within BBH, and troubleshoot client account issues.
• Manage administrative tasks such as account reviews/approvals, documentation, meeting materials, address or name changes, and performance evaluations.
• Elevate all at-risk issues to the RM or OM and ensure total compliance at the account level.
• Document start of relationship (e.g., new account documents, fee schedule) and maintain accurate client account materials.
• Manage self (e.g., time tracking, progress notes and self-assessments) to develop professionally and personally by utilizing internal resources at BBH.
• Take on additional special projects across the firm (e.g., compliance projects across BBH).
• Stay informed about internal/external market activity and be well-read and conversant on economic and political news.
• Maintain a high level of knowledge concerning investment management, banking, trust and estate planning, specialized lending services, and overall market trends.

Qualifications

• Bachelor’s degree
• 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
• Ability to work effectively in a team environment
• Proficient in MS Office, particularly Excel
• CFA certification or a demonstrated interest in pursuing a CFA a plus