Family Office Client Services & Reporting - Addepar Analyst
Brown Brothers Harriman(26 days ago)
About this role
The Family Office Client Services & Reporting - Addepar Analyst at Brown Brothers Harriman is a Capital Partners team member focused on delivering consolidated and custom reporting for high-net-worth clients, family offices, and endowments. The role involves partnering with relationship managers and third-party advisors to support client reporting needs and ensure accurate performance and financial information. The position is based in New York or Boston and offered on a hybrid schedule.
Required Skills
- Addepar
- Reporting
- Excel
- PowerPoint
- Performance Reporting
- Private Investments
- Communication
- Data Analysis
- Reconciliation
- Client Service
+1 more
Qualifications
- BS/BA Degree
About Brown Brothers Harriman
bbh.comAt Brown Brothers Harriman, we serve the most sophisticated individuals and institutions with expertise through our focused business lines: Investor Services, which offers custody, accounting, administration, capital market services, and operating model solutions; and Capital Partners, which offers wealth management, corporate advisory and banking, investment management, and private equity.
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