Addepar Analyst: Family Office Reporting & Insights

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

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.