Family Office Services Analyst - Lazard Wealth

Lazard•New York, NY

2d•$70,000 - $75,000

About The Position

Lazard Wealth collaborates with clients to simplify wealth complexities, delivering sophisticated investment solutions and advice. They focus on strategic advice, planning, investment management, and direct private investments, often acting as Chief Investment Officer for families. Their services include preserving and growing wealth across generations, offering a global, multi-asset, multi-manager investment platform, and comprehensive wealth creation and legacy building services. The Family Office Services Analyst will ensure a seamless investor experience from an operational perspective, covering investor onboarding, project management, data reconciliation, supervisory reviews, and performance reporting.

Requirements

An ability to work proactively and independently as a member of a small, flat, cohesive team with limited supervision.
Outstanding attention to detail, with ability to perform and prioritize multiple tasks simultaneously while meeting or exceeding deadlines.
Well-developed quantitative and analytical skills.
Strong proficiency in Microsoft Office Suite, including advanced skills in VBA for automating tasks and workflows.
Experience with API integrations, helping to streamline processes and connect systems for improved efficiency.
Exceptional interpersonal, communication and presentation skills.
Collegial, collaborative mindset.
A belief in continuous improvement.
An interest in learning more about alternative investing and supporting clients operationally.
The ability to foresee problems before they surface and resolve them in a timely manner and are always thinking of ways to make complicated tasks more efficient while maintaining focus on the bigger picture.
An excitement about being on our team and learning how new technologies in the marketplace can help keep things running smoothly and efficiently internally.
A focus on accuracy, efficiency and thinking outside the box. We are always trying to learn more from each other in order to make our team stronger.

Responsibilities

Serve as a primary point contact for technology integrations between various financial and operational platforms, ensuring seamless data flow and system interoperability.
Work independently with technology vendors to identify requirements, manage expectations, and resolve integration issues in a timely manner.
Develop a deep understanding of how data is structured, stored, and transferred across different systems, ensuring data integrity and accuracy.
Collaborate with cross-functional teams to understand business needs and assist in translating them into technical requirements for system enhancements or new integrations.
Serve as a client support project manager, including onboarding investor data, reconciling daily transactions and valuations, and assisting with investment team needs.
Prepare and verify monthly and/or quarterly performance and valuation reporting for high net-worth investors by leveraging internal portfolio management systems.
Prepare account opening documentation for transfers, subscriptions, redemptions and other transactions; while, coordinating information flow from managers and/or custodian banks.
Serve as a point person for investor onboarding tasks (from an operations standpoint); ensuring execution and onboarding timelines.
Troubleshoot operational problems, investigate why they happened, and how they can be resolved.
Serve as support and back-up point person for performance reporting, investment pro-formas and ad-hoc requests for the Client Team, as needed.
Respond to internal and external ad-hoc requests.