Family Office Services Analyst - Lazard Wealth

Lazard Careers• , NY

12d•$60,000 - $65,000

About The Position

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference . While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable. Lazard Wealth collaborates with our clients to help solve and simplify the complexities of wealth, while delivering sophisticated investment solutions and advice. We combine years of history and experience to help preserve and grow our clients’ wealth across generations. The principal areas of focus with clients are strategic advice and planning, investment management and direct private investments. Working in partnership with families, we customize an investment process that meets their specific needs. We often serve the role of Chief Investment Officer overseeing third-party managers as well as direct private equity investments and help coordinate a variety of non-investment related needs. Our investment management services seek to provide clients the global, multi-asset, multi-manager investment platform that traditionally was only available to large institutions such as top-tier endowments and foundations. We also offer comprehensive wealth creation and legacy building services to help clients efficiently achieve their lifestyle, philanthropic and inter-generational goals. We are seeking a Family Office Services Analyst helping to ensure a seamless investor experience from an operational perspective, including investor onboarding and project management, ongoing 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 our 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