Family Office Client Services & Reporting Analyst - eMoney
$75k - $85kBrown Brothers Harriman
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. With a 200‑year legacy and a passion for what’s next, this is the right place to build a fulfilling career. Key Responsibilities Work directly with the front office on client reporting. Become a subject‑matter expert on eMoney and serve as the primary point of contact for escalation of all issues. Understand client relationships and ownership structures that contribute to accurate consolidated reporting. Run monthly and quarterly reporting for high‑net‑worth clients, family offices, endowments and foundations. Reconcile accounts in eMoney with the internal performance team. Report on internal and external private investments. Integrate systems and workflows with internal groups. Identify trends and recommend 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 junior team members with inquiries and issues. Qualifications BS/BA degree with 2+ years of relevant work experience in private and alternative investments and eMoney software. Advanced proficiency in Excel and PowerPoint (customizing charts, multi‑sheet analysis, linking data across workbooks, and advanced formulas). Experience with Addepar, Navigator, First Rate, and Sungard AddVantage is a plus. Strong knowledge of performance and financial reporting. In‑depth knowledge of private investments (private equity, venture capital, private real estate) and ability 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, elevate, and resolve problems/issues. Willingness to learn and develop subject‑matter expertise on new software. Excellent written and verbal communication skills. Exceptional attention to detail, time management, and organizational skills. Ability to meet tight deadlines and work under pressure. Proactive self‑starter who is goal‑oriented and can adapt within a fast‑paced business environment. Location & Work Arrangement 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 the office. Salary Range $75 k–$85 k + annual bonus target. BBH’s compensation program includes base salary, discretionary bonuses, and profit‑sharing. The indicated base salary range applies to the locations above and may vary for other locations based on cost of living and labor considerations. EEO Statement 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
$75k - $85k
...is seeking a skilled professional for a client reporting position located in Boston. This hybrid... ...working directly with the front office, running monthly and quarterly reports... ...serving as a subject-matter expert on eMoney. The ideal candidate holds a BS/BA degree...Work at office- ...We are seeking a Client Services Analyst – Fund Accounting to join our client's growing team. This... ...funds, ensuring accuracy and adherence to reporting deadlines. Prepared month-end and year... ..., licensure and certifications, office location and other geographic considerations...Work at officeLocal area
$49.4k - $60k
...and comprehensive client support. Our purpose... ...As a Benefits Analyst, you'll serve as both... ...queries and reports Communicate with... ...proficiency in Microsoft Office Suite,... ...functions Customer service or client support... ...needs of you and your family • Flexibility to...Work at officeInternshipFlexible hours$90k - $147k
...The Senior Product Data Analyst uses data, statistical... ...Product Team. You will report to the Senior Manager,... ...Analytics. In this flex office/home role, you will be... ...solutions, support or service. Solid knowledge and... ...program and paid-family leave are available to...Work at officeFull timeLocal areaRelocationRelocation packageFlexible hours$102.8k - $128.5k
...strategically minded Lead Product Growth Analyst to join our new product... ...metrics shift, you don't just report the drop-off; you investigate... ...well-being of you and your family At Constant Contact, we're... ...work with access to our great office locations to collaborate in-...Work at officeFull timeFor contractorsRemote workShift work$70k - $85k
...Data Analyst I Gupta Media was founded over 25 years... ...huge leverage in our clients' businesses. Our work initially... ...Boston, Massachusetts Office of Travel and Tourism).... ...team to assist with reporting, tracking, data... ...contributions; paid time off; paid family leave; commuting and...Work at officeFlexible hours- ...University Information Services & Technology (IS&T) is... ...us as a Principal Data Analyst where you will lead advanced... ...(AS&IR) team, you will report to the Director of Data... ...1-2 days per week in office. You Will:... ...program for yourself and family members. Check out...Work at officeFor contractors2 days per week1 day per week
$62.5k - $80k
Client Services Business Analyst Unfortunately, the Client Services Business Analyst is not able to provide sponsorship now or anytime in the future... ...this is a hybrid role and requires one day a week in the office. Position Summary The Client Services Analyst supports...Work at office1 day per week$80k - $125k
...to work from home or in the office, so you can thrive in your ideal... ...As a Senior Health Data Analyst on the Veeva Compass Product... ...such as Sales and Professional Services, live near and/or travel to their... ...live impacts you and your family. Not knowing if your compensation...Work at officeLocal areaRemote workWork from homeFlexible hours3 days per week$90k - $100k
...education, and human services agencies to... ...is a member of a family of companies with... ...all 50 states, and clients in three Canadian... ...data quality, and reporting efforts for the Oklahoma... ...Data Integration Analyst works as part of a... ...to, the specific office location, role, skill...Work at officeFor contractorsH1bLocal areaRemote workNight shift$125k - $130k
...Senior Data Science Analyst - Growth,... ...with colleagues and clients to create new strategies... ..., manipulation, reporting and dissemination... ...working in one of our offices in North America... ...for you and your family. YOUR QUALIFICATIONS... ..., telemedicine services, life, accident...Work at officeHourly payApprenticeshipWork experience placementEasy work- ...seeking a Metrics Analyst with Navy experience... ...a Surface Warfare Officer (SWO) Junior... ...Develop data-driven reports, briefings, and presentations... ...Defense, Citizen Services, and Transportation. We help our clients deliver vital... ...Colorado Healthy Families and Workplaces Act...Work at officeFull timeContract workPart timeLocal areaImmediate startFlexible hours
$80k - $150k
...objectives of institutional clients in more than 60... ...About The Role Client Reporting Services group within Client Operations... ...an open position for an Analyst based out of the Boston office supporting the Product Reporting... ...our employees and their families, and we are committed to...Work at officeRemote workFlexible hours1 day per week- ...The Data Analyst Lead role with the Massachusetts Department... ...behavioral health services across the... ...outcomes for individuals and families served by DMH. This role... ...maintain dashboards, reports, and analytic tools using... ...by the Executive Office of Health and Human Services...Work at officeFull timePart timeWork experience placement
- ...long-term capabilities with our clients is not easy work. You are the... ...well-being for you and your family. You will work with McKinsey... ...You will join McKinsey's Boston office as part of our Life Sciences... ...our platform for innovating our service to Life Sciences clients,...Work at officeApprenticeshipEasy work2 days per week3 days per week
$75k - $90k
...looking for several Business Data Analysts to be a part of a rotational... ...bidding algorithms Build reports and dashboards to help power... ...Stipends ~ Paid Family Leave ~ Social impact volunteer... ...~ Catered lunches in the office Insurify is committed...Work at officeRotational program$64k - $93k
...Summary The Business Encounter Data Analyst is responsible for compiling... ...to ensure that CMS and State Service Level Agreements (SLAs) are... ...working knowledge of Microsoft Office products. Independent thinker... ...resources to support employee and family wellbeing. Note : This range...Work at officeFull timeRemote workFlexible hours- Senior Data Solutions Analyst, USRM Modeling Data Solutions Job Locations... ...join our Data Solutions job family. This is an exciting... ...market. This role may have in-office requirements based on candidate... ...using modern tools and cloud services (AWS preferred) with...Work at officeRemote work
$18.1 - $31 per hour
...Delhaize, is part of the U.S. family of brands, which also... ...brands with a wide range of services, including Finance, Legal, Sustainability... ...of three days a week in the office. Please submit your resume... ...session: Develop tools and reporting resources to improve efficiency...Work at officeFull timeLocal area3 days per week$74.5k - $91.35k
...experience Emerson College! Reporting to the Associate... ...Institutional Research, the Data Analyst is a critical technical... ...the Project Management Office (PMO) on IR projects to... ...represented by the Service Employees International... ...of our employees and family members. We offer a...Work at officeLocal area$115k - $145k
...classes and markets. Our clients have access to a broad... ...The Data, Analytics & Reporting Analyst sits within the Data... ...reporting. This is a service partnership built on mutual... ..., F-1 OPT, TN). In-Office Collaboration We... ...Exempt Job Family Group Investment...Work at officeFull timePart timeH1bWork from homeVisa sponsorship1 day per week$92.64k - $138.96k
...Delhaize, is part of the U.S. family of brands, which also... ...brands with a wide range of services, including Finance, Legal, Sustainability... ...and more. Overview Reporting to the Business Transformation... ...and 2 remote days. Our core office locations include Salisbury,...Work at officeFull timeRemote workFlexible hours- ...and well visits Treating patients in-office or in testing centers as well as... ...Qualifications: Board Eligible / Certified in Family Medicine or Internal Medicine... ...discuss job location and details before forwarding your CV to our client for an interview....Work at office
- ...Senior Sales Operations Reporting & Insights Analyst (Remote) Boston, MA ezCater... ...by beyond helpful 24/7 service and business-grade reliability... ..., mental health and family planning resources, remote-... ...work from our awesome Boston office OR your home OR a mixture of...Work at officePermanent employmentRemote workVisa sponsorshipWork visaFlexible hours
$110k - $130k
...divh2Senior Marketing Analyst, Paid Social/h2pCambridge, MA - Hybrid... ...come into our Cambridge, MA office./ppHow you will make an... ...value/lilistrongMeasurement Reporting:/strong Own and maintain core... ...Development Stipends/liliPaid Family Leave/liliSocial impact volunteer...Work at office- ...About the job Marketing Data Analyst - RemoteThe Marketing Data Analyst is a proactive, results-oriented individual responsible for analyzing... ...in a fast-paced environmentWork is performed in a standard office settingThe noise level in the work environment is usually...Work at officeLocal areaRemote work
$90k - $130k
...Portfolio & Data Analyst The Fixed Income... ...and risk controls reporting. As a member of the... ...team with custom client requests, marketing... ...or financial services. ~ Strong knowledge... ...based in our Boston office on a hybrid... ...employees and their families. Along with competitive...Work at officeLocal areaRemote work1 day per week$80k - $140k
...institutional and retail clients worldwide. We believe... ...well as extensive data reporting and analysis. The team... ...Relations, and Client Service in terms of utilization... ...and three days work from office. Loomis Sayles is committed... ...your well-being, your family and your future....Work at officeLocal areaWork from homeWorldwide$90k - $125k
...institutional and retail clients worldwide. We believe... ...The Senior RFP Marketing Analyst role will provide you... ...Support Institutional Services professionals by completing... ...three days work from office. Loomis Sayles is... ...your well-being, your family and your future. Designed...Work at officeWork experience placementLocal areaWork from homeWorldwide$115k - $150k
...solutions designed to help clients grow and protect their... ...operates from six offices across the nation, serving... ...Overview The Sr. Family Office Financial Planner... ...utilizing the wealth services (estate planning review... ...Suite. Experience with eMoney or MoneyGuide Pro software...Work at officeLocal areaFlexible hoursShift work
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