Addepar Onboarding Analyst

Brown Brothers Harriman & Co.; United States; Hybrid; USD 70,000 - 90,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking an Addepar Onboarding Analyst to join our Capital Partners Family Office Client Services team in New York. You will lead the onboarding process for Consolidated Reporting Services, coordinating with Relationship Management and external advisors to ensure proper authentication and data access.

You’ll develop ownership structures, manage communications, and create client-facing and internal presentations.

Qualifications

• BS/BA degree with 3+ years of relevant work experience in client onboarding, marketing and project management.
• Advanced proficiency in Excel and PowerPoint, including customizing charts and graphs, multi-sheet analysis, and data linking.
• Strong written and verbal communication skills.
• Experience with Monday.com recommended.

Responsibilities

• Lead client onboarding for Consolidated Reporting Services with front office and Family Office teams.
• Coordinate with internal groups, external custodians and fund managers on onboarding issues.
• Maintain onboarding metrics and provide weekly status updates to front office and Family Office teams.
• Create client-facing and internal presentations describing services and processes.

Skills

Client onboarding

Project management

Advanced Excel

Strong communication

Education

BS/BA degree

Tools

Excel

PowerPoint

Monday.com

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 Onboarding Analyst to join our Capital Partners Family Office Client Services team. In this role, you will lead the client onboarding process for Consolidated Reporting Services. You will work directly with Relationship Management, Family Office Services, Client Onboarding, and external investment advisors to successfully onboard clients who have engaged BBH for consolidated reporting services. You will partner with Relationship Managers to develop accurate client ownership structures and manage communications with external investment advisors to ensure proper authentication and access to clients’ third‑party investment information. You will also be responsible for communicating onboarding status and escalating issues or concerns as needed. This role is also responsible for creating and maintaining client‑facing and internal presentations that describe the services and related processes. To be successful, you will need strong technical, interpersonal, and communication skills, along with knowledge of private and alternative assets. The ideal candidate is determined to solve problems, skilled at coordinating internal teams, and enjoys working directly with relationship teams.

Key responsibilities

• Work directly with the front office teams on client onboarding
• Liaison with internal teams, External custodians and external Fund Managers
• Serve as a primary point of contact for client onboarding issue escalation
• Understand client relationships and ownership structures within Addepar
• Working with internal groups to integrate systems and workflows
• Identifying trends and recommending process improvements to increase efficiency
• Collaborate with various teams across the organization to resolve client issues
• Create and maintain internal and client‑facing presentations on an ad hoc basis
• Maintain onboarding metrics on Monday.com
• Provide weekly status updates on front office teams and Family Office group.
• Serve as a liaison between Addepar Alternative Data Management and our team
• Overseeing and tracking multiple concurrent client onboardings

Qualifications

• BS/BA degree with 3+ years of relevant work experience in client onboarding, marketing and project management
• Advanced proficiency in Excel and PowerPoint, including customizing charts and graphs, conducting multi‑sheet analysis, linking data across workbooks, and using advanced formulas
• Strong written and verbal communication skills
• Monday.com knowledge recommended
• Ability to identify, elevate and resolve problems and issues
• Avid learner willing to develop subject matter expertise in new software
• Excellent attention to detail, time management, and organizational skills
• Ability to meet tight deadlines and work effectively under pressure
• Proactive, goal‑oriented self‑starter
• Strong work ethic, with the ability to prioritize effectively and adapt within a fast‑paced business environment
• Experience with Addepar (a plus)
• Working knowledge of performance and financial reporting
• Working knowledge of private investments, including private equity, venture capital, and private real estate, with the ability to track and report on these assets
• Working knowledge of performance analysis concepts (a plus)

This role is based in our New York City location and is a hybrid role, with a minimum of three days per week in office.

Salary Range $70k-$90k 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.

About BBH

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.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. 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.

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.

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.