Family Office Services Analyst - Lazard Wealth

About the role

Lazard is seeking a Family Office Services Analyst to join our team. This position focuses on ensuring a seamless investor experience from an operational perspective, including investor onboarding and project management, ongoing data reconciliation, supervisory reviews, and performance reporting.

Responsibilities

• Work independently with technology vendors to identify requirements, manage expectations, and resolve integration issues in a timely manner.
• Develop a deep understanding of how data is structured, stored, and transferred across different systems, ensuring data integrity and accuracy.
• Collaborate with cross-functional teams to understand business needs and assist in translating them into technical requirements for system enhancements or new integrations.
• Serve as a client support project manager, including onboarding investor data, reconciling daily transactions and valuations, and assisting with investment team needs.
• Prepare and verify monthly and/or quarterly performance and valuation reporting for high net-worth investors by leveraging our internal portfolio management systems.
• Serve as a point person for investor onboarding tasks (from an operations standpoint); ensuring execution and onboarding timelines.
• Troubleshoot operational problems, investigate why they happened, and how they can be resolved.
• Respond to internal and external ad-hoc requests.

Requirements

• Able to work proactively and independently as a member of a small, flat, cohesive team with limited supervision.
• Outstanding attention to detail, with ability to perform and prioritize multiple tasks simultaneously while meeting or exceeding deadlines.
• Well-developed quantitative and analytical skills.
• Strong proficiency in Microsoft Office Suite, including advanced skills in VBA for automating tasks and workflows.
• Experience with API integrations, helping to streamline processes and connect systems for improved efficiency.
• Exceptional interpersonal, communication and presentation skills.
• A collegiate, collaborative mindset.
• A belief in continuous improvement.
• An interest in learning more about alternative investing and supporting clients operationally.
• The ability to foresee problems before they surface and resolve them in a timely manner.
• An excitement about being on our team and learning how new technologies in the marketplace can help keep things running smoothly and efficiently internally.
• A focus on accuracy, efficiency and thinking outside the box.

Qualifications

• Ability to work proactively and independently as a member of a small, flat, cohesive team with limited supervision.
• Outstanding attention to detail, with ability to perform and prioritize multiple tasks simultaneously while meeting or exceeding deadlines.
• Well-developed quantitative and analytical skills.
• Strong proficiency in Microsoft Office Suite, including advanced skills in VBA for automating tasks and workflows.
• Experience with API integrations, helping to streamline processes and connect systems for improved efficiency.
• Exceptional interpersonal, communication and presentation skills.
• A collegiate, collaborative mindset.
• A belief in continuous improvement.
• An interest in learning more about alternative investing and supporting clients operationally.
• The ability to foresee problems before they surface and resolve them in a timely manner.
• An excitement about being on our team and learning how new technologies in the marketplace can help keep things running smoothly and efficiently internally.
• A focus on accuracy, efficiency and thinking outside the box.

Skills

• Microsoft Office Suite, including advanced skills in VBA.
• Experience with API integrations.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Benefits

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary range for this role to be approximately $70,000-75,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.