Family Office Analyst

InforCapital, partnership; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Brown Brothers Harriman in Chicago seeks a Family Office Analyst to support a dedicated base of high-net-worth clients. You will coordinate investment execution across core portfolios and prepare meeting materials, delivering asset allocation updates and client reports.

Ideal candidates bring client-facing financial services experience, strong communication, and the ability to manage multiple relationships while assisting prospecting activities and rebalancing needs within a private wealth

Qualifications

• Experience in client-facing financial services roles with a genuine interest in wealth management.
• Strong communication, organization, and ability to manage multiple client relationships.
• Comfort coordinating investment execution and reporting across portfolios.

Responsibilities

• Coordinate investment execution across equities, fixed income, and cash management.
• Prepare materials for client meetings and present asset allocation updates.
• Ensure smooth delivery of BBH services to high-net-worth clients.
• Assist with prospecting, marketing events, and account rebalancing needs.
• Support Relationship Managers and work with portfolio management teams.

Skills

Client-facing finance

Wealth management

Relationship management

Communication skills

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Excel

CRM systems

Job description

LocationChicago, United States## About This RoleBrown Brothers Harriman (BBH), one of the oldest private banks in the United States, is seeking a Family Office Analyst to join its BBH Capital Partners multi-family office (MFO) team in Chicago, Illinois. With a 200-year history and focus on serving private businesses and high-net-worth families, BBH Capital Partners manages wealth through differentiated investment strategies designed to protect and grow client capital over the long term.The Family Office Analyst will play a central role supporting Relationship Managers, serving as a day-to-day contact point for a dedicated base of high-net-worth clients. This includes coordinating investment execution across core portfolios including equities, fixed income, and cash management strategies. The analyst will prepare materials for client meetings, present investment and asset allocation updates, and ensure smooth delivery of BBH services to clients.The role combines client relationship management, investment coordination, and operational support within a private wealth context. The FOA will work closely with central portfolio management teams at BBH, help identify accounts requiring rebalancing before periodic reviews, and troubleshoot any account or reporting issues. The analyst will also assist with prospecting activities including organizing marketing events.Ideal candidates will have experience in client-facing financial services roles, with genuine interest in wealth management and family office services. Strong communication skills, organizational discipline, and the ability to manage multiple client relationships simultaneously are essential.