Family Office Client Services – Reporting Analyst

Brown Brothers Harriman

Family Office Client Services & Reporting Analyst providing consolidated reporting for high-net-worth clients and family offices. Collaborating with internal teams and resolving client inquiries.

Posted 5/28/2026full-timeNew York City • Massachusetts, New York, Pennsylvania • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ExcelPowerPointeMoneyAddeparNavigatorFirst RateSungard AddVantageperformance reportingfinancial reportingperformance analysis

Soft Skills

problem solvingcollaborationcommunicationanalytical skillsattention to detailcustomer serviceprocess improvementadaptabilityteamworklearning agility

Industry Keywords

private investmentsalternative investmentshigh-net-worth clientsfamily officesendowmentsfoundationsprivate equityventure capitalprivate real estatedata reconciliation

About the role

Key responsibilities & impact

Assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices
Working directly with Relationship Managers and 3rd party advisors
Handling all client inquiries and resolving issues related to reporting
Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations
Collaborating with various parts of the organization to resolve client issues
Working with internal groups to integrate systems and workflows
Identifying trends and recommending process improvements to increase efficiency
Collaborating with an internal performance team to reconcile accounts in eMoney
Working in complex data sets to identify and resolve data and calculation discrepancies

Requirements

What you’ll need

BS/BA degree with 2+ years of relevant work experience with Private and Alternative Investments and eMoney software
Advanced proficiency in Excel and PowerPoint
Experience with Addepar, Navigator, First Rate and Sungard AddVantage a plus
Strong knowledge of performance and financial reporting
Strong knowledge of private investments (private equity, venture capital, private real estate)
Ability to analyze monthly performance returns and market value changes to ensure accuracy
Working knowledge of performance analysis concepts
Ability to identify, escalate, and resolve problems/issues
Avid learner willing to develop subject matter expertise on new software

Benefits

Comp & perks

base salary, discretionary bonuses, and profit-sharing
long-term savings, healthcare, and income protection
professional development opportunities and time off