Family Office Analyst, Single Family Office

Family Office Analyst, Single Family Office

Brown Brothers Harriman (BBH) is recruiting a Family Office Analyst (FOA) to join the Single-Family Office (SFO) team in New York. The FOA will primarily support the business development activity of the Relationship Managers (RMs) in an effort to grow the firm's relationships and assets under management for SFOs. The FOA will also manage day-to-day activities of the RMs' existing client base and ensure that client needs are being met. These client needs will primarily revolve around investments in a range of BBH-managed strategies, including alternative investments and direct investments. The FOA will be expected to manage client inquiries, resolve any account-related issues, prepare client presentation materials and, on occasion, participate in client meetings.

Responsibilities

• Business Development : Oversee and manage the team's pipeline, including uploading and organizing pertinent client and prospect information, updating records to capture business development activity, and developing reporting and dashboards to track progress and report to senior leadership
• Assist with lead generation to source new relationships utilizing a variety of internal and external databases and resources
• Prepare for meetings by gathering relevant background information, preparing materials and agendas, as well as organizing and executing follow-ups
• Assist with onboarding new client relationships, including interfacing with internal investment and / or operational teams as necessary, and with third party advisors
• Coordinate marketing efforts, including hosting events
• Participate in prospect meetings, including discussions surrounding service offerings
• Relationship Management & Investment Execution : With the RM, serve as part of the "trusted advisor" team to clients by combining asset allocation and investment advice with other solutions, such as trust and estate planning issues and specialized lending services. Deepen client relationships and develop trust through execution, extensive phone contact, and client meetings
• Coordinate day-to-day activities of the dedicated client base and ensure client needs are met and BBH services are properly delivered
• Serve as primary interface on behalf of clients with the central management teams within BBH
• Create client meeting materials and participate in client meetings, when appropriate
• Interact with third party service providers as required
• Business & Professional Leadership : Foster a positive atmosphere within the office and with clients, encourage teamwork, and support business goals; maintain professional behavior and etiquette; manage self (time tracking, progress notes, and self-assessments) to develop professionally; maintain knowledge of investment management and BBH strategies

Qualifications

Salary and Benefits

Salary Range : $80,000-$100,000

BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range shown above is location-dependent and may differ due to cost of living and other factors. BBH's total rewards package includes benefits that support overall well-being, professional development opportunities, time off, and other programs.

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, please apply.

About BBH

Brown Brothers Harriman (BBH) is a premier global financial services firm known for premium service, specialist expertise, technology solutions and a partnership approach to client management. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

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