Brown Brothers Harriman · 5 hours ago
Family Office Client Services & Reporting - Addepar Analyst
New York
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $85K/yr
2+ years expBrown Brothers Harriman is currently recruiting a Family Office Client Services & Reporting - Addepar Analyst to join our Capital Partners team. In this role, you will be responsible for assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices.
BankingFinancial ServicesSecurity
Responsibilities
Working directly with the front office on client reporting
Become a subject matter expert on Addepar to serve as the primary point of contact for escalation of all issues
Understanding client relationships and ownership structures which contribute to the accuracy of consolidated reporting
Working closely with Front Office, end users (clients) to configure Addepar reporting and resolve issues
Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations
Updating asset classification and security pricing in Addepar
Working with an internal performance team to reconcile accounts in Addepar
Report on internal and external private investments
Working with internal groups to integrate systems and workflows
Identifying trends and recommending 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 more junior members of the team on inquiries and issues that come up
Qualification
Required
BS/BA degree with 2+ years of relevant work experience with Private and Alternative Investments; Addepar experience preferred
Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas
Strong knowledge of performance and financial reporting
Strong knowledge of private investments (private equity, venture capital, private real estate) and being able to track and report on them
Ability to analyze monthly performance returns and market value changes to ensure accuracy
Ability to identify, escalate, and resolve problems/issues
Avid learner willing to develop subject matter expertise on new software
Strong written and verbal communication skills
Excellent attention to detail, time management, and organizational skills
Ability to meet tight deadlines and work under pressure
Proactive self-starter who is goal oriented
Working knowledge of performance analysis concepts
Strong work ethic and self-starter, able to effectively prioritize and adapt within a fast-paced business environment
Preferred
Addepar experience preferred
Experience with First Rate and Sungard AddVantage a plus
Benefits
Base salary
Discretionary bonuses
Profit-sharing
Long-term savings
Healthcare
Income protection
Professional development opportunities
Time off
Company
Brown Brothers Harriman
Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.
5001-10000 employees
H1B Sponsorship
Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (16)
2023 (18)
2022 (23)
2021 (15)
2020 (10)
Funding
Current Stage
Late StageLeadership Team
Dana Pasricha
Managing Director/ Head of Reference Data, Shared and Tax services at Brown Brothers Harriman
Douglas Maine
Senior Advisor
Recent News
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2025-12-21
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