Analyst – Family Office Client Services, Reporting

Brown Brothers Harriman

Addepar Analyst providing consolidated reporting services for high-net-worth clients and family offices. Collaborating with Relationship Managers and resolving reporting issues for optimal client service.

Posted 7/16/2026full-timeNew York City • Massachusetts, New York, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Addepar reporting, financial analysis, and performance reporting for high-net-worth clients. Strong analytical skills and attention to detail are essential for resolving client inquiries and improving reporting processes.

Highest-signal resume keywords

Addepar ExperienceFinancial ReportingPerformance AnalysisAdvanced Excel ProficiencyStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingPerformance AnalysisData ReconciliationAsset ClassificationTrend Identification

Soft Skills

Attention to DetailTime ManagementOrganizational SkillsProblem-SolvingCollaboration

Tools & Technologies

AddeparExcelPowerPointFirst RateSungard AddVantage

Industry Keywords

High-Net-Worth ClientsFamily OfficesPrivate InvestmentsClient InquiriesReporting Issues

About the role

Key responsibilities & impact

Provide consolidated and custom reports for high-net-worth clients and family offices
Work directly with Relationship Managers and 3rd party advisors
Handle client inquiries and resolve reporting issues
Configure Addepar reporting and resolve related issues
Run monthly and quarterly reporting for clients, families, and foundations
Update asset classification and security pricing in Addepar
Reconcile accounts in Addepar with an internal performance team
Identify trends and recommend process improvements
Collaborate with various parts of the organization to resolve client issues

Requirements

What you’ll need

BS/BA degree with 3+ years of relevant work experience
Addepar experience required
Advanced proficiency in Excel and PowerPoint
Strong knowledge of performance and financial reporting
Strong knowledge of private investments
Ability to analyze monthly performance returns
Excellent attention to detail, time management, and organizational skills
Strong written and verbal communication skills
Working knowledge of performance analysis concepts
Experience with First Rate and Sungard AddVantage a plus

Benefits

Comp & perks

Base salary and discretionary bonuses
Profit-sharing
Long-term savings
Healthcare
Income protection
Professional development opportunities
Paid time off