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
Brown Brothers Harriman & Co. is seeking a Family Office Client Services & Reporting Analyst in New York City. The role involves developing custom reporting... ...worth clients and family offices, requiring expertise in eMoney and strong communication skills. Ideal candidates...Work at office$60k - $90k
Corient Private Wealth LLC. is seeking a Family Office Analyst in New York City. The role involves reporting, data analysis, and project management support. Candidates... ...in a dynamic environment supporting high-net-worth clients. #J-18808-Ljbffr Corient Private Wealth LLC.Work at office$75k - $85k
...an experienced professional in New York for a role focused on client reporting and performance analytics. The ideal candidate will possess a... ...degree and 2+ years in private investments with expertise in eMoney software. This hybrid position requires excellent Excel...Work at office- ...Accountant to join the Business Management & Family Office practice in our Advisory Department. As... ...Responsibilities : Respond to client inquiries & requests; work closely with... ...Balance. Finalize monthly client reporting & meeting packages with support from...Work at office
$90k - $110k
...Associate in our New York office, your responsibilities would... ...activities: Provide bookkeeping services for multiple clients including payroll, bill... ...Prepare client specific reports including financial statements... ...business management firm, family office or CPA firm is a MUST...Work at officeLocal areaFlexible hours- ...Citrin Cooperman is seeking an experienced professional in New York, NY, with 9+ years in business management or family offices. Responsibilities include client relations, generating new business opportunities, and leading a team. Candidates should have a Bachelor's...Work at office
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- 711 MS Smith Barney, LLC seeks a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors with daily tasks... ...services. Also required are proficiency in Microsoft Office and relevant industry licenses. Join us in...Work at office
- Navigate Search, a boutique family office/business management firm in New York, is looking for a Junior Business Manager to assist high-net-worth individuals with financial reporting, cash flow management, and day-to-day business management. The ideal candidate will have...Work at office
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$83.4k - $94.8k
...Title: Institutional Data Analyst Location:... ...Org Unit: Institutional Reporting Work Days:... ...role when Hired for NYC Offices Position... ...Power BI and Tableau to service strategic decision.... ...violence victim status, familial status, marital status...Work at officeLocal area$63.3k - $117.2k
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...usable insights. Your work will support the reporting and analysis that helps advance our... ...analyses requested by leadership and Home Office teams Process Improvement &... ...wellness, and finances of our staff and their families. Our compensation philosophy values equity...Work at officeTemporary workSummer holidayLocal areaImmediate startHome officeFlexible hours3 days per week$90k - $100k
...Function The Data Analyst oversees activities related... ..., and analysis of Client transactions/services. The Data Analyst may... ...provide statistical reports and data... ...Proficient in Microsoft Office, particularly Excel and... ...origin, disability, family care or medical leave...Work at officeFull timeLocal areaRemote work$25 per hour
...Job Description and Required Services: Duties include, but are... ...data governance metrics and reporting -Conduct research and analysis... ...not provide parking, but the office is accessible by mass transit... ..., medical condition, family care status, marital status,...Work at officeFull timeWork experience placementRemote work$81k - $90k
...experience as a privacy professional, risk officer, or compliance officer in a corporate... ..., connected environment for our team and clients alike. Enjoy benefits that take care of... ...development-to bring peace of mind to you and your family. Reimagining insurance to make a...Work at office$95k - $115k
...'S Sporting Goods family, you're backed by... ...Hybrid (3 days in NYC office) At this time,... ...Senior Data Analyst to join our Merchandising... ...and analytics services, and building new... ...teams and business clients on approach Mentor... ...through reports and presentations...Work at officeTemporary workH1bFlexible hours$85k - $100k
...is a provider of research services to private market investors... ...support to subscribing clients. PitchBook’s Data Analyst works with private markets... ...Proficiency with the Microsoft Office suite including in-depth... ...after four years Paid family and paternity leave Annual...Work at officeRemote workVisa sponsorship$102.1k - $136.9k
...Data Analyst Technology is at the heart of Disney's past,... ...cross-functional enterprise reports that align to client program objectives and various... ..., using the Microsoft Office suite of tools (i.e., Excel... ...diversified international family entertainment and media enterprise...Work at officeWork experience placementLocal area- ...requiring at least 3 days a week in office. This role supports... ...into data requirements such as reports and visualizations. It involves... ...annually - paid parental and family leave, family building benefits... ...employees can also receive mobile service & home internet discounts, pet...Work at officeFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours3 days per week
$112k
Analytics Data Science Analyst - Growth,... ...with colleagues and clients to create new strategies... ..., manipulation, reporting and dissemination... ...in one of our offices in North America within... ...for you and your family. YOUR... ...coverage, telemedicine services, life, accident and...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
- ...a Business Data Analyst to play your part... ...insurance products and services - focused on... ...issues Work with clients to determine business... ..., alerts, and reports • Accountable for... ...primarily in the office. This approach helps... ...to you and your family. Reimagining insurance...Work at office
$130k - $140k
...our members, our clients, and each other, while... ...As a Lead Analyst, you'll own end-to... ...create automated reports that provide real-... ...messaging frequency, or service delivery models).... ...our New York, NY office. Applicants must be... ...coverage for your family; Health Savings Account...Work at officeRemote workWork visaFlexible hours$120k - $150k
## Lead Business Analyst: Data Office - Actuarial Data & ToolsPostulerlocations... ...include products and services that help businesses... ..., data nuances, and reporting needs, creating... ...for our team and clients alike.**Enjoy... ...mind to you and your family.**Reimagining insurance...Work at office
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