Family Office Analyst
Brown Brothers Harriman & Co.
- # Family Office AnalystApplylocations: Charlottetime type: Full timeposted on: Posted Yesterdayjob requisition id: 71624At 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.**Join us as a Family Office Analyst**Brown Brothers Harriman (BBH) is the trusted and preferred advisor for private businesses, their owners, and wealthy families. BBH Capital Partners’ mission is to protect and grow our clients' capital over meaningful periods of time, focusing on scalable investment strategies that lead to differentiated results.BBH is currently recruiting a Family Office Analyst (FOA) to join our Capital Partners, Multi-Family Office (MFO) team in Charlotte. In this role you will support the Relationship Managers (RMs) by serving as the primary contact point for ultra-high-net-worth clients. You will also manage day-to-day activities of the RMs’ client base and ensures that client needs are being met. The FOA manages all account maintenance activities and resolves any account related problems as well as prepares client presentation materials and, on occasion, will participate in client meetings.Some of your key responsibilities include:**Relationship Management*** With the RMs, the FOA 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. Deepen client relationships and develop trust and confidence with clients through flawless execution, extensive phone contact, and participation in client meetings* Coordinate day-to-day activities of dedicated client base and ensure client needs are being met and that BBH services are properly delivered* Work with Relationship Managers to obtain prospects by helping to organize marketing events and by developing personal and professional networks* Assist Relationship Managers and/or Office Heads with 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 but not limited to discussions surrounding our service offerings**Investment Execution*** Coordinate all core portfolio activities Management on behalf of the RMs* Serve as primary interface on behalf of clients with the central management teams within BBH* Identify accounts that should be re-balanced or re-papered in preparation for account reviews, including reviewing asset allocation and making sure guidelines for investing have not changed* Create client meeting materials* Manage all non-strategic decisions (checks, funds transfers, gifting etc.)* Interact with 3rd party service providers* Troubleshoot client account issues such as portfolio reporting/activity, client reference data, RM client data requests, and resolving non-receipt of mailing.**Risk Management & Administration*** As primary day-to-day contact point with clients, elevate all at-risk issues to RMs* Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e. overdraft reports, approved trades, delinquent documentation, IPSs)* Initiate all account maintenance activities, including account reviews/approvals, documentation, meeting materials, address or name changes and performance evaluations* Oversee Administrative Assistant (AA) efforts relating to the completion of client requests on behalf of the client base* Document start of relationship (e.g. new account documents, fee schedule)* Ensure client account materials are up to date and accurate (e.g. IPS)**Business & Professional Leadership*** Act as the go-to person for questions, mentoring, and training* Foster a positive atmosphere within the office and with clients, and encourage teamwork and compatibility while supporting goals and objectives of the business* Consistently represent professional behavior and etiquette, and serve as a model for other employees* Manage self (e.g. time tracking, progress notes and self-assessments) to develop professionally and personally by utilizing internal resources at BBH* Ensure adherence of clients and staff to agreed-upon terms of relationship at BBH* Work to retain and grow revenues* Take on additional special projects across the firm (e.g. compliance projects across BBH)* Keep abreast of 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* 2+ years of industry experience preferred* 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**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:**Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.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.
- J-18808-Ljbffr Brown Brothers Harriman & Co.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Family Office Analyst in Charlotte, NC vacancy
- ## Family Office AnalystApplylocations: Charlottetime type: Full timeposted on: Posted Yesterdayjob requisition id: 71624At BBH, Partnership... ...to build a fulfilling career.**Join us as a Family Office Analyst**Brown Brothers Harriman (BBH) is the trusted and preferred advisor...Work at officeLocal area
Brown Brothers Harriman
Charlotte, NC3 days ago - ...OpportunityWe're looking for a Senior Noise Analyst to support our Mid-Atlantic Traffic Noise... ...and may be based in any Stantec office in North Carolina, South Carolina, Tennessee... ...professional membership fee coverage and paid family leave. Regular full-time and part-time...Work at officeFull timeContract workTemporary workPart timeCasual workLocal areaRemote workFlexible hours
$120k - $150k
...to manage risk. Join us as Lead Business Analyst - Actuarial Commercial Lines to play your... ...reaching property casualty networks. The Data Office supports the overall General Insurance... ...—to bring peace of mind to you and your family.Reimagining insurance to make a bigger...Work at officeFull time$100k - $115k
...communities around the world.Job DescriptionAs an Analyst on the Investment Performance team, you... ...sit in the Charlotte, NC or Troy, MI office, with regular virtual collaboration via... ...-TimeFull timeExempt/Non-ExemptExemptJob Family GroupBusiness Support & OperationsLine of...Work at officeFull timeWork experience placementH1bWork from homeVisa sponsorship1 day per week- ...at DescriptionProSidian Seeks a Records Analyst - Standard | Comprehensive Operational Support... ...of Records Management staff, custodians, office and program area secretaries responsible... ...pay on a Pretax basis - Employee and family coverage is available with employer contribution...Work at officeFull timeContract workFor contractorsWork experience placementInterim roleH1bFlexible hours
- ...enable holistic well-being for you and your family.WHAT YOU'LL DOYou will operate as part of... .... Within these engagements we ensure Analysts are exposed to multiple areas of the businesses... ...across the Transformation Office and functional and strategic support areas...Work at officeApprenticeshipEasy work
£27.5k - £41.3k per year
...Analyst – Renewables Team Base Location: Perth or Glasgow Salary: £27,500 – £41,300 + performance... ...supporting your finances, wellbeing and family. Working Pattern: Permanent Full Time,... ...detail. Strong IT skills using Microsoft Office applications. Strong financial systems...Work at officePermanent employmentFull timeFlexible hoursSSE plc
Charlotte, NC2 days ago- ...customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving... ...as needed for collecting outstanding balances according to office procedures and maintain a current balance on all insured’s...Work at officeFull time
$56.5k - $73.4k
...0 associates in bakeries, sales centers, offices and on sales routes work to ensure our consumers... ...baking company in the world and our family of 20,000 associates nationwide! Top... ...Match Position Summary The Transportation Analyst supports transportation planning, daily shipment...Work at officeBimbo Bakeries
Charlotte, NC2 days ago$105.4k - $124k
...skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and... ...work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you...Work at officeFull timeWork experience placementLocal area3 days per week- ...skills, both verbal and written, in English and local office language(s), with the ability to adjust your style to suit... ...package to enable holistic well-being for you and your family.WHAT YOU'LL DOAs a business analyst, you will join a client service team and take ownership...Work at officeApprenticeshipWork experience placementLocal areaImmediate startEasy work
$72.28k - $117.52k
...Description: Department Summary: This Analyst role is responsible for supporting U.S.... ...tasks – Continuous Operating standard office equipment - Continuous Responding... ...in our colleagues to help them and their families achieve their financial, physical and mental...Work at officeFull timeTemporary workLocal areaWork from homeFlexible hours- ...the country.Job DescriptionCapTech’s Data Analysts work within a collaborative, team... ...health coverage, disability insurance, paid family leave and more, we’ve launched extended benefits... ...onsite in a client location or a CapTech office as requested. We allow CapTech employees...Work at officeRemote workVisa sponsorshipWork visaFlexible hours
$143.32k - $273.93k
...choice for the military community and their families. Embrace a fulfilling career at USAA,... ...our members. As a Decision Science Analyst Lead , you will be at the forefront of creating... ...within a 60-mile radius of a USAA office will be expected to work on-site four days...Work at officeFull timeH1bRemote workRelocation package$70k - $82k
...Collections Analyst Are you looking to work in a dynamic team-oriented work environment?... ...position could be based in any of our US office locations. Responsibilities: Analyze target... ...robust mental well-being programs; child, family, elder, and pet care benefits; short- and...Work at officeTemporary workWork experience placementFlexible hoursOrrick
Charlotte, NC1 day ago- ...opportunity We are seeking a Senior Workday HRIS Analyst with 6+ years of hands‑on experience... ...a hybrid position based in our Montreal office. What you’ll be doing Serve as the senior... ...for new parents through leave and family‑care programs Office food snacks Mental Health...Work at officeWorldwideRelocation package
Unity
Charlotte, NC2 days ago $26 per hour
...Student Analyst Job Requirements: Immediate part-time positions available working onsite... ...data collection software and use basic office software Interested in working the hours... ...work with children with autism and their families feeds our spirit. With every wow moment,...Work at officeHourly payPart timeLocal areaImmediate startWeekend workAfternoon shiftABS Kids
Mint Hill, NC4 days ago$85.28k - $159.92k
...Gates is seeking a skilled Senior Research Analyst with Intellectual Property research... ...Information Department, situated across multiple offices, and works collaboratively to serve... ...expression, sexual orientation, age, familial status, domestic violence victim status,...Work at officeFull timeTemporary workLocal areaRemote workMonday to FridayWeekend workAfternoon shift- ...is responsible for managing national home office relationships with large financial... ...partnerships. A highly motivated individual Analyst on the team will have the opportunity to... ...programs to help take care of you, your family, and your career, including comprehensive...Work at officeInternshipRemote workHome officeMonday to Friday
Dimensional Fund Advisors
Charlotte, NC2 days ago - ...2022Minimum 3 years of experience using tools in the Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) or Google WorkspaceUS Citizen... ...and business process services. We are part of the NTT family of companies, a partner to 85 % of the Fortune 100. NTT DATA Services...Work at officeFull timeSummer workCurrently hiring
$114.5k - $157.4k
...employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).In-Office CollaborationWe are a client-centric, relationship-based... ...insurances.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupBusiness Support & OperationsLine of Business FPPS Wealth Management...Work at officeFull timeH1bWork from homeVisa sponsorship1 day per week- ...customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving... ...insured as needed to collect outstanding balances according to office procedures and maintain a current balance on all insured...Work at office
Towne Insurance
Charlotte, NC3 days ago - CreditSights is currently seeking an Analyst to join the Global Strategy team based out of... ...make informed investment decisions. With offices in New York, London, Singapore, Glasgow,... ...offerings. Supportive parenting policies: family‑friendly policies, including a generous...Work at office3 days per week
- ...Technology SolutionsJob Description:The Business Analyst defines, develops and/or implements... ...tasks – ContinuousOperating standard office equipment - ContinuousResponding quickly... ...in our colleagues to help them and their families achieve their financial, physical and mental...Work at officeLocal areaWork from homeFlexible hours
TD
Charlotte, NC3 days ago $105k - $115k
...requires a hybrid schedule in our Charlotte, NC office; Tuesday-Thursday in-office, Monday and... ...recommendationsMentor and support junior analysts while helping establish best practices... ...other companies into the LendingTree family to expand our reach and capabilities.We've...Work at officeRemote workMonday to FridayLendingTree
Charlotte, NC3 days ago- Inside the Role The Senior Fleet Workout Analyst serves as the subject matter expert for Commercial... ..., Projections). Proficiency in Microsoft Office and general PC skills. Ability to collect... ...for the Daimler Trucks North America family of commercial vehicle products, including...Work at officeTemporary workFor contractorsLocal areaRemote workRelocationRelocation package
- ## Analyst, Investment Content OperationsApplylocations: Charlottetime type: Full timeposted... ...programs to help take care of you, your family, and your career, including comprehensive... ...great value from collaborating in our offices and appreciates the benefits of flexibility...Work at officeRemote workMonday to Friday
- Position Title: Senior Analyst, Sourcing Analytics Reports To: Director, Strategic Sourcing... ...Status: Exempt Position Type: Full-Time Office Location: Charlotte THE COMPANY Onward... ...our employees, sustainable returns to the families who invest in us, and a better world to...Work at officeFull time
- ...Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their... ...designation Minimum of 2-4 years’ experience Proficiency in Microsoft Office, especially Excel Strong integrity and ability to maintain...Work at officePermanent employmentTemporary workFlexible hours
$124.36k - $146.3k
...all from Day One.Job DescriptionEnvironmental and Seismic Risk Officer position within the U.S. Bank Real Estate Technical Services Environmental... .... That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you...Work at officeFull timeLocal areaFlexible hours3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Family Office Analyst. Be the first to apply!
Related searches
- entry analyst Charlotte, NC
- international analyst Charlotte, NC
- epic ambulatory analyst Charlotte, NC
- underwriting analyst Charlotte, NC
- safety analyst Charlotte, NC
- medicare analyst Charlotte, NC
- web analyst Charlotte, NC
- fulfillment analyst Charlotte, NC
- health analyst Charlotte, NC
- strategic sourcing analyst Charlotte, NC