Addepar Analyst - Family Office Client Services & Reporting

Brown Brothers Harriman; Boston (MA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonuses

Profit sharing

Job summary

Brown Brothers Harriman is seeking an Addepar Analyst, Family Office Client Services & Reporting, to join the Capital Partners team. You will deliver consolidated and custom reports for high-net-worth clients and family offices, working with Relationship Managers and third-party advisors.

You will configure Addepar reporting, coordinate internal teams, and handle client inquiries to ensure accuracy and timely delivery.

Qualifications

• BS/BA degree with 3+ years of relevant work experience.
• Advanced proficiency in Excel and PowerPoint, including customizing charts and graphs, multi-sheet analysis, linking data across workbooks, and using advanced formulas.
• Strong knowledge of performance and financial reporting.
• Strong knowledge of private investments and ability to track and report on them.
• Ability to analyze monthly performance returns and market value changes to ensure accuracy.
• Ability to identify, elevate, and resolve problems/issues.
• Willingness to become a subject matter expert on new software.
• Strong written and verbal communication skills.
• Excellent attention to detail, time management, and organizational skills.
• Ability to meet tight deadlines and work under pressure.
• Proactive self-starter who is goal oriented.
• Working knowledge of performance analysis concepts.
• Experience with First Rate and Sungard AddVantage is a plus.

Responsibilities

• Working directly with the front office on client reporting.
• Become a subject matter expert on Addepar to serve as the primary point of contact for escalation of all issues.
• Understanding client relationships and ownership structures which contribute to the accuracy of consolidated reporting.
• Working closely with Front Office and end users to configure Addepar reporting and resolve issues.
• Running monthly and quarterly reporting for high-net-worth clients, Family offices, and Endowments and Foundations.
• Updating asset classification and security pricing in Addepar.
• Working with an internal performance team to reconcile accounts in Addepar.
• Reporting on internal and external private investments.
• Working with internal groups to integrate systems and workflows.
• Identifying trends and recommending process improvements to increase efficiency.
• Collaborating with various parts of the organization to resolve client issues.
• Working in complex data sets to identify and resolve data and calculation discrepancies.

Skills

Excel

PowerPoint

Reporting

Private investments

Monthly performance analysis

Problem solving

Addepar expertise

Communication

Attention to detail

Time management

Self-starter

Performance analysis concepts

First Rate

Sungard AddVantage

Education

Bachelor's degree

Tools

Addepar

First Rate

Sungard AddVantage

Job description

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 Analyst, Family Office Client Services & Reporting to join our Capital Partners team. In this role, you will be responsible for providing consolidated reporting to high-net-worth clients and family offices. You will provide consolidated and custom reports in a timely and accurate manner. You will work directly with Relationship Managers and third‑party advisors, handle all client inquiries and resolve issues related to reporting. To be successful, you will need expertise using Addepar, strong technical and interpersonal skills, and communication skills. Our ideal candidate is determined to tackle problems, can skillfully coordinate internal teams, and loves working directly with relationship teams.

Key Responsibilities

• Working directly with the front office on client reporting.
• Become a subject matter expert on Addepar to serve as the primary point of contact for escalation of all issues.
• Understanding client relationships and ownership structures which contribute to the accuracy of consolidated reporting.
• Working closely with Front Office and end users (clients) to configure Addepar reporting and resolve issues.
• Running monthly and quarterly reporting for high‑net‑worth clients, Family offices, and Endowments and Foundations.
• Updating asset classification and security pricing in Addepar.
• Working with an internal performance team to reconcile accounts in Addepar.
• Reporting on internal and external private investments.
• Working with internal groups to integrate systems and workflows.
• Identifying trends and recommending process improvements to increase efficiency.
• Collaborating with various parts of the organization to resolve client issues.
• Working in complex data sets to identify and resolve data and calculation discrepancies.

Qualifications

• BS/BA degree with 3+ years of relevant work experience; Addepar experience is required.
• Advanced proficiency in Excel and PowerPoint, including customizing charts and graphs, conducting multi‑sheet analysis, linking data across workbooks, and using advanced formulas.
• Strong knowledge of performance and financial reporting.
• Strong knowledge of private investments (private equity, venture capital, private real estate) and ability to track and report on them.
• Ability to analyze monthly performance returns and market value changes to ensure accuracy.
• Ability to identify, elevate, and resolve problems/issues.
• Willingness to become a subject matter expert on new software.
• Strong written and verbal communication skills.
• Excellent attention to detail, time management, and organizational skills.
• Ability to meet tight deadlines and work under pressure.
• Proactive self‑starter who is goal oriented.
• Working knowledge of performance analysis concepts.
• Experience with First Rate and Sungard AddVantage is a plus.
• Strong work ethic and ability to prioritize and adapt within a fast‑paced business environment.

Location and Compensation

The role can be based in New York, Boston, or Philadelphia and is a hybrid role with a minimum of three days in office.

Salary Range:
NYC/Boston: $65k‑$90k base salary + annual bonus target.
Philadelphia: $75k‑$85k base salary + annual bonus target.
BBH and its affiliates’ compensation program includes base salary, discretionary bonuses, and profit‑sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH’s total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long‑term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well‑being.

We Value Diverse Experiences

We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.