Family Office Services, Addepar & Navigator Specialist

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.

Join us as a Family Office Specialist

Brown Brothers Harriman is currently recruiting a Family Office Services, Addepar & Navigator Specialist to join our Capital Partners Client and Family Office Servicing Team. In this role you will focus on providing clients with wealth projections and Private Investment cash flow forecast and commitment pacing using the Addepar, Navigator and eMoney applications.

Some of your key responsibilities include:  

• Assist and work with other internal BBH teams to load third party assumptions across both public and private markets into the application.
• Prepare wealth projections and Monte Carlo simulations based on capital market assumptions and client/relationship team inputs.
• Prepare in-depth private asset cashflow forecast based on fund specific cashflow data or Investment Research groups recommendations.
• Run eMoney wealth projections and Navigator reports based on client or front office inquiries.
• Respond to and resolve inquiries related to output

Qualifications:

• BS/BA degree required
• 1-2+ years of relevant work experience with Addepar and Navigator required
• Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas
• Ability to identify, escalate, and resolve problems/issues.
• Avid learner willing to develop subject matter expertise 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
• Strong financial reporting and asset classification knowledge a plus
• Ability to analyze monthly performance returns and market value changes to ensure accuracy.
• Having a strong knowledge of private investments (private equity, venture capital, private real estate) and being able to track and report on them a plus.
• Strong work ethic and self-starter, able to effectively prioritize and adapt within a fast-paced business environment.

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

$65k-$75k base salary + annual bonus target

BBH’s 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.