Addepar Onboarding Analyst
About The Position
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 an Addepar Onboarding Analyst to join our Capital Partners Family Office Client Services team. In this role, you will lead the client onboarding process for Consolidated Reporting Services. You will work directly with Relationship Management, Family Office Services, Client Onboarding, and external investment advisors to successfully onboard clients who have engaged BBH for consolidated reporting services. You will partner with Relationship Managers to develop accurate client ownership structures and manage communications with external investment advisors to ensure proper authentication and access to clients’ third-party investment information. You will also be responsible for communicating onboarding status and escalating issues or concerns as needed. This role is also responsible for creating and maintaining client-facing and internal presentations that describe the services and related processes. To be successful, you will need strong technical, interpersonal, and communication skills, along with knowledge of private and alternative assets. The ideal candidate is determined to solve problems, skilled at coordinating internal teams, and enjoys working directly with relationship teams.
Requirements
- BS/BA degree with 3+ years of relevant work experience in client onboarding, marketing and project management
- Advanced proficiency in Excel and PowerPoint, including customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas
- Strong written and verbal communication skills
- Ability to identify, escalate, and resolve problems and issues
- Avid learner willing to develop subject matter expertise in new software
- Excellent attention to detail, time management, and organizational skills
- Ability to meet tight deadlines and work effectively under pressure
- Proactive, goal-oriented self-starter
- Strong work ethic, with the ability to prioritize effectively and adapt within a fast-paced business environment
Nice To Haves
- Monday.com knowledge recommended
- Experience with Addepar (a plus)
- Working knowledge of performance analysis concepts (a plus)
Responsibilities
- Work directly with the front office teams on client onboarding
- Liaison with internal teams, External custodians and external Fund Managers
- Serve as a primary point of contact for client onboarding issue escalation
- Understand client relationships and ownership structures within Addepar
- Working with internal groups to integrate systems and workflows
- Identifying trends and recommending process improvements to increase efficiency
- Collaborate with various teams across the organization to resolve client issues
- Create and maintain internal and client-facing presentations on an ad hoc basis
- Maintain onboarding metrics on Monday.com
- Provide weekly status updates on front office teams and Family Office group.
- Serve as a liaison between Addepar Alternative Data Management and our team
- Overseeing and tracking multiple concurrent client onboardings
Benefits
- long-term savings
- healthcare
- income protection
- professional development opportunities
- time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
