Family Office Services Analyst

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. 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.

Brown Brothers Harriman is currently recruiting a Family Office Services Analyst. In this role, you will support Private Banking by handling Bill Pay, Financial Projections, and Capital Call Services requests from the Front Office and clients. You will ensure that all tasks are completed in a timely and accurate manner while maintaining a high standard of excellence. You will interact with key internal stakeholders across the firm and work closely with Front Office teams, Compliance, Risk, and other teams within Capital Partners Operations and Administration. You will also drive continuous workflow enhancements to increase efficiency and address control gaps.

Some of your key responsibilities include:

Bill Pay/Capital Call Onboarding, Opening, and Maintenance

• Liaise with the Front Office once new business has been won to begin the onboarding process and gain a clear understanding of the types of bills to be paid and the required documentation.
• Act as a subject matter expert on all matters related to Bill Pay.
• Analyze payments to ensure proper documentation is obtained from clients.
• Liaise with third-party investment advisors to ensure access and proper setup for Capital Call Services. 

Client Service

• Develop strong working relationships with Front Office Relationship teams and other Private Banking support groups.
• Act as the primary point of escalation for issues.
• Address client inquiries in a timely manner.
• Use sound judgment to resolve problems.
• Escalate urgent and critical issues to management when necessary.

Bill Payment/eMoney/Capital Call Services

• Set up payments by leveraging Bill.com’s ACH network.
• Troubleshoot, research, and resolve break items.
• Gain an understanding of each type of cash movement (ACH, check, and wire) and how to resolve related issues.
• Ensure client bills are processed in a timely and accurate manner.
• Process capital calls for clients in a timely and accurate manner.
• Run and validate client financial projection reports.
• Act as an escalation point for more junior team members.

Process/Productivity Improvement

• Identify efficiencies to improve individual productivity.
• Gain an understanding of the big picture and how specific functions impact the firm.
• Communicate professionally and constructively to resolve issues effectively and minimize risk and exposure.
• Assess current processes and provide suggestions for streamlining when necessary.
• Work on small ad hoc projects as needed.

Qualifications:

• Bachelor’s degree or equivalent experience.
• At least 2+ years of experience supporting family office services
• Ability to design efficient workflows.
• Ability to identify, escalate, and resolve problems and issues.
• Ability to communicate professionally through effective verbal and written communication skills.
• Demonstrates effective time management skills.
• Excellent attention to detail, time management, and organizational skills.
• Strong interpersonal, collaboration, and relationship management skills.
• Ability to multitask and prioritize tasks.
• Ability to work effectively in a team environment.
• Ability to meet deadlines and work well under pressure.
• Proactive, goal-oriented self-starter.
• Possesses an understanding of AML/KYC.
• Demonstrates risk awareness and the ability to identify red flags.
• Solid understanding of Bill.com and eMoney is a plus.
• Strong Excel and PowerPoint skills.

This role is based in our New York City location and is a hybrid role, with a minimum of three days per week in office.

Salary Range

$70k-$90k 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. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

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.