Family Office Analyst - New York

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.

Join as a Family Office Analyst

BBH Capital Partners is the trusted and preferred advisor for private businesses, their owners, and wealthy families. BBH Capital Partners’ mission is to protect and grow our clients' capital over meaningful periods of time, focusing on scalable investment strategies that lead to differentiated results.

Brown Brothers Harriman is currently recruiting a Family Office Analyst (FOA) to join the Single-Family Office (SFO) team in New York. The SFO team is focused on developing trusted, long-term relationships with some of the largest and most sophisticated family offices across the country. In this role you will primarily support the business development activity of the Relationship Managers (RM) in an effort to grow the firm’s relationships and assets under management for SFOs. You will also manage day-to-day activities of the RMs’ existing client base and ensure that client needs are being met. These client needs will primarily revolve around investments in a range of BBH-managed strategies, including alternative investments and direct investments. The FOA will be expected to manage client inquiries, resolve any account-related issues, prepare client presentation materials and, on occasion, participate in client meetings.

Some of your key responsibilities include:  

Business Development

• Oversee and manage the team’s pipeline, including uploading and organizing pertinent client and prospect information, updating records to capture business development activity, and developing reporting and dashboards to track progress and report to senior leadership
• Assist with lead generation to source new relationships utilizing a variety of internal and external databases and resources
• Prepare for meetings by gathering relevant background information, preparing materials and agendas, as well as organizing and executing follow-ups
• Assist with onboarding any new client relationships, including interfacing with internal investment and/or operational teams as necessary, as well as with third party advisors
• Coordinate marketing efforts, including hosting events
• Participate in prospect meetings, including but not limited to discussions surrounding our service offerings

Relationship Management & Investment Execution

• With the RM, the FOA will serve as a part of the “trusted advisor” team to clients by combining asset allocation and investment advice with other solutions, such as trust and estate planning issues and specialized lending services. Deepen client relationships and develop trust and confidence with clients through flawless execution, extensive phone contact, and participation in client meetings
• Coordinate day-to-day activities of dedicated client base and ensure client needs are met and that BBH services are properly delivered
• Serve as primary interface on behalf of clients with the central management teams within BBH
• Create client meeting materials and participate in client meetings, when appropriate
• Interact with third party service providers as required

Business & Professional Leadership

• Foster a positive atmosphere within the office and with clients, and encourage teamwork and compatibility while supporting goals and objectives of the business
• Consistently represent professional behavior and etiquette, and serve as a model for other employees
• Manage self (e.g. time tracking, progress notes and self-assessments) to develop professionally and personally by utilizing internal resources at BBH
• Maintain a high level of knowledge concerning investment management – specifically as it relates to BBH investment strategies – and overall market trends

Qualifications:

• Bachelor’s degree
• Minimum 2 years of industry experience
• Demonstrated interest in investing and general knowledge of investing landscape
• Client service experience and aptitude strongly preferred
• Strong organizational, analytical, and written/oral communication skills
• Strong attention to detail
• Ability to work effectively in a team environment
• Proficient in MS Office, particularly Excel

Salary Range

$80,000-$100,000

BBH’s 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.

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.