Family Office Analyst

Join BBH Capital Partners as a Family Office Analyst to support high-net-worth clients and manage day-to-day activities of the Relationship Manager's client base.

Requirements

• Bachelor's degree
• Minimum 1-2 years of industry experience required, Wealth Management preferred
• Client service experience and aptitude required
• Familiarity with estate planning techniques, wealth projections, asset allocation and public/private investments for UHNW clients and endowments and foundations preferred
• Progress towards CFA/CFP desired
• Strong organizational, analytical, and written/oral communication skills
• Strong attention to detail
• Ability to work effectively in a team environment
• Proficient in MS Office, particularly Excel

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance