Brown Brothers Harriman (BBH)
Family Office Analyst
Chicago
Sponsorship not specified$70k-$100kDetected 30 days ago
ExcelLeadershipCommunicationMentoringPublic SpeakingMicrosoft OfficeCFA
About the role
- 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.
- The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations.
Responsibilities
- 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.
- 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.
Requirements
- Bachelor's degree
- Client service experience and aptitude required
- Ability to work effectively in a team environment
- 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.
- Minimum 1-2 years of industry experience required, Wealth Management preferred
- Familiarity with estate planning techniques, wealth projections, asset allocation and public/private investments for UHNW clients and endowments and foundations preferred.
- Progress towards CFA/CFP desired
- Strong organizational, analytical, and written/oral communication skills
- Strong attention to detail
- Proficient in MS Office, particularly Excel
Nice to have
- Coordinate day-to-day activities of dedicated client base and ensure client needs are being met and that BBH services are properly delivered
- Assist Relationship Manager or Office Head 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
- Coordinate all core portfolio activities including those related to Core Select, Fixed Income and Cash Management on behalf of the RM
- 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
- 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.
Skills
- Delivering for our clients and each other energizes us.
- BBHers can pick up the phone and call any colleague, and they are happy to help.
Compensation
- $70,000 - $100,000 Base salary + annual bonus target
- BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing.
- The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations.
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