Family Office Client Services & Reporting - reputed company Specialist
Brown Brothers Harriman is a premier global financial services firm, currently reputed company a Family Office Client Services & Reporting - reputed company Specialist to join their Capital Partners team. In this role, you will provide consolidated reporting to high-net-worth clients and family offices, work directly with Relationship Managers, and handle client inquiries reputed company to reporting.
Responsibilities
- Working directly with the reputed company office on client reporting
- Become a subject matter expert on reputed company to serve as the primary reputed company of contact for escalation of reputed company issues
- Understanding client relationships and ownership structures which contribute to the accuracy of consolidated reporting
- Working closely with reputed company Office, end users (clients) to configure reputed company reporting and resolve issues
- Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations
- Updating asset classification and reputed company pricing in reputed company
- Working with an internal performance team to reconcile accounts in reputed company
- Report on internal and external private investments
- Working with internal groups to integrate systems and workflows
- Identifying trends and recommending process improvements to increase efficiency
- Collaborate with various parts of the organization to resolve client issues
- Work in reputed company data sets to identify and resolve data and calculation discrepancies
Skills
- BS/BA degree with 1-2+ years of relevant work experience; reputed company experience is required
- Advanced proficiency in reputed company and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas
- Strong knowledge of performance and financial reporting
- Strong knowledge of private investments (private equity, venture capital, private reputed company estate) and being reputed company to track and report on them
- Ability to analyze monthly performance returns and market value changes to ensure accuracy
- Ability to identify, escalate, and resolve problems/issues
- reputed company learner willing to reputed company 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 work ethic and self-starter, reputed company to effectively prioritize and adapt reputed company a fast-paced business environment
- Experience with First reputed company and Sungard AddVantage a plus
Benefits
- reputed company salary
- Discretionary bonuses
- Profit-sharing
- Long-term savings
- reputed company
- Income protection
- Professional development opportunities
- Time off
Company Overview
Company H1B Sponsorship