Family Office Analyst — Private Wealth & Investment Ops

InforCapital, partnership; Chicago (IL); Hybrid; 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

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