Family Office Client Services & Reporting Analyst - eMoney

About the role

Brown Brothers Harriman is recruiting a Family Office Client Services & Reporting Analyst - eMoney to join our Capital Partners team. This role involves assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices.

Responsibilities

• Working directly with the front office on client reporting
• Become a subject matter expert on eMoney to serve as the primary point of contact for escalation of all issues
• Understanding client relationships and ownership structures which contribute to the accuracy of consolidated reporting
• Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations
• Working with an internal performance team to reconcile accounts in eMoney
• Reporting on internal and external private investments
• Working with internal groups to integrate systems and workflows
• Identifying trends and recommending process improvements to increase efficiency
• Collaborate with various parts of the organization to resolve client issues
• Aid more junior members of the team on inquiries and issues that come up

Qualifications

• BS/BA degree with 2+ years of relevant work experience with Private and Alternative Investments and eMoney software
• Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas
• Experience with Addepar, Navigator, First Rate and Sungard AddVantage a plus
• Strong knowledge of performance and financial reporting
• Strong knowledge of private investments (private equity, venture capital, private real estate) and being able to track and report on them
• Working knowledge of performance analysis concepts
• 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
• Able to meet tight deadlines and work under pressure
• Proactive self-starter who is goal oriented
• Strong work ethic and self-starter, able to effectively prioritize and adapt within a fast-paced business environment

Pay

$75k-$85k + annual bonus target

Schedule

This role can be based in our New York City, Boston or Philadelphia locations and will be a hybrid role, with a minimum of 3 days per week in office.

Benefits

We offer a comprehensive benefits package including base salary, discretionary bonuses, and profit-sharing. BBH also provides additional benefits such as long-term savings, healthcare, income protection, professional development opportunities, and time off to support your overall well-being. We are committed to diversity and inclusion, and welcome applications from candidates with diverse backgrounds and experiences.