Family Office Analyst

Brown Brothers Harriman•Houston, TX

1d•Onsite

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. Join us as a Family Office Analyst Brown Brothers Harriman (BBH) 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. BBH is currently recruiting a Family Office Analyst (FOA) to join our Capital Partners, Multi-Family Office (MFO) team in Houston. In this role you will support the Relationship Managers (RMs) by serving as the primary contact point for ultra-high-net-worth clients. You will also manage day-to-day activities of the RMs’ client base and ensures that client needs are being met. The FOA manages all account maintenance activities and resolves any account related problems as well as prepares client presentation materials and, on occasion, will participate in client meetings. 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. Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors. As a private partnership, we are uniquely built to put clients first and create success that lasts. We believe our success starts with yours. At BBH, partnership is more than just a form of ownership—it’s our approach to business and relationships. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective. BBHers can pick up the phone and call any colleague, and they are happy to help – which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. Delivering for our clients and each other energizes us. 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. 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. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Requirements

Bachelor’s degree
Minimum 0-3 years of industry experience required
Demonstrated interest in the Wealth Management field
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

Responsibilities

Serve as a part of the “trusted advisor” team to clients by combining asset allocation and investment advice with 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 being met and that BBH services are properly delivered
Work with Relationship Managers to obtain prospects by helping to organize marketing events and by developing personal and professional networks
Assist Relationship Managers and/or Office Heads with presentations for client meetings on specific client information such as holdings, capital activity and performance in client accounts
Participate in prospect and client meetings, including but not limited to discussions surrounding our service offerings
Coordinate all core portfolio activities Management on behalf of the RMs
Serve as primary interface on behalf of clients with the central management teams within BBH
Identify accounts that should be re-balanced or re-papered in preparation for account reviews, including reviewing asset allocation and making sure guidelines for investing have not changed
Create client meeting materials
Manage all non-strategic decisions (checks, funds transfers, gifting etc.)
Interact with 3rd party service providers
Troubleshoot client account issues such as portfolio reporting/activity, client reference data, RM client data requests, and resolving non-receipt of mailing.
As primary day-to-day contact point with clients, elevate all at-risk issues to RMs
Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e. overdraft reports, approved trades, delinquent documentation, IPSs)
Initiate all account maintenance activities, including account reviews/approvals, documentation, meeting materials, address or name changes and performance evaluations
Oversee Administrative Assistant (AA) efforts relating to the completion of client requests on behalf of the client base
Document start of relationship (e.g. new account documents, fee schedule)
Ensure client account materials are up to date and accurate (e.g. IPS)
Act as the go-to person for questions, mentoring, and training
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
Ensure adherence of clients and staff to agreed-upon terms of relationship at BBH
Work to retain and grow revenues
Take on additional special projects across the firm (e.g. compliance projects across BBH)
Keep abreast of internal/external market activity and be well-read and conversant on economic and political news
Maintain a high level of knowledge concerning investment management, banking, trust and estate planning, specialized lending services, and overall market trends