Family Office Client Services & Reporting Analyst - eMoney

Requirements

• 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
• Ability to analyze monthly performance returns and market value changes to ensure accuracy.
• Working knowledge of performance analysis concepts
• 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
• Ability 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.
• 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.
• Salary Range
• $75k-$85k + annual bonus target
• 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.
• About BBH:

Benefits

Additional Information

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Brown Brothers Harriman is currently recruiting a Family Office Client Services & Reporting Analyst - eMoney to join our Capital Partners team. In this role, you will be responsible for assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices. You will be responsible for providing consolidated and custom reports in a timely and accurate manner. You will work directly with Relationship Managers and 3rd party advisors. You will handle all client inquiries and resolve issues related to reporting. To be successful, you will need expertise using eMoney, strong technical and interpersonal skills, communication skills and knowledge of private and alternative assets . Our ideal candidate is determined to tackle problems, can skillfully coordinate internal teams, and loves working directly with relationship teams. Some of your key responsibilities include: 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 Report 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 Work in complex data sets to identify and resolve data and calculation discrepancies. Assist more junior members of the team on inquiries and issues that come up.

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