Family Office Analyst
Brown Brothers Harriman · Houston, TX
- On site
- Full-time
- $75,000 / year
- Houston, TX
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Family Office Analyst
Brown Brothers Harriman · Houston, TX
Casey Reed
Hiring Manager · h•••••@bbh.wd5.myworkdayjobs.com
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Subject: Interested in the Family Office Analyst role at Brown Brothers Harriman
Hi Casey — I came across the Family Office Analyst opening and wanted to reach out directly. I've spent the last few years doing exactly this kind of work, and Brown Brothers Harriman stood out because…
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Not recommended alone — most applicants never hear back.
Job highlights
- Support ultra-high-net-worth clients daily.
- Manage client accounts and financial activities.
- Coordinate investment execution and reporting.
- Ensure compliance and risk management.
- Collaborate within a trusted advisor team.
About the role
Join us as a Family Office Analyst
Brown Brothers Harriman (BBH) is seeking a Family Office Analyst (FOA) to join its Capital Partners, Multi-Family Office (MFO) team in Houston. As a trusted advisor for private businesses, wealthy families, and their owners, BBH Capital Partners focuses on scalable investment strategies for long-term capital growth. The FOA plays a crucial role in supporting Relationship Managers (RMs) by acting as the primary client contact, managing day-to-day client activities, and ensuring client needs are met. This role involves handling account maintenance, resolving issues, and preparing client presentations, occasionally participating in client meetings.
Key Responsibilities Include:
Relationship Management
- Collaborate with RMs as a "trusted advisor" team, integrating asset allocation, investment advice, trust/estate planning, and specialized lending services.
- Deepen client relationships and build trust through flawless execution, frequent communication, and meeting participation.
- Coordinate daily activities for a dedicated client base, ensuring client needs are met and BBH services are delivered effectively.
- Assist RMs and Office Heads with client meeting presentations, detailing holdings, capital activity, and performance.
- Participate in prospect and client meetings, discussing BBH's service offerings.
Investment Execution
- Coordinate core portfolio activities on behalf of RMs.
- Serve as the primary client interface with BBH's central management teams.
- Identify accounts for re-balancing or re-papering, reviewing asset allocation and investment guidelines.
- Prepare client meeting materials.
- Manage non-strategic decisions such as checks, fund transfers, and gifting.
- Interact with third-party service providers.
- Troubleshoot client account issues, including portfolio reporting, client data, and mailing discrepancies.
Risk Management & Administration
- Escalate at-risk client issues to RMs as the primary day-to-day contact.
- Ensure account-level compliance and manage compliance reports (e.g., overdrafts, approved trades).
- Initiate account maintenance activities, including reviews, approvals, documentation, and performance evaluations.
- Oversee Administrative Assistant efforts in completing client requests.
- Document new account setups and fee schedules.
- Maintain accurate and up-to-date client account materials, such as Investment Policy Statements (IPS).
Business & Professional Leadership
- Act as a resource for questions, mentoring, and training within the team.
- Foster a positive and collaborative office atmosphere, supporting business goals.
- Represent professional behavior and etiquette as a role model.
- Manage personal time, progress, and development using internal BBH resources.
- Ensure adherence to agreed-upon client and staff terms of relationship.
- Contribute to revenue retention and growth.
- Undertake special projects across the firm, such as compliance initiatives.
- Stay informed on internal/external market activity, economic, and political news.
- Maintain high knowledge levels in investment management, banking, trust/estate planning, specialized lending, and market trends.
Qualifications:
- Bachelor’s degree required.
- 0-3 years of industry experience.
- Demonstrated interest in Wealth Management.
- Client service experience and aptitude strongly preferred.
- Strong organizational, analytical, and communication skills (written and oral).
- High attention to detail.
- Ability to work effectively in a team environment.
- Proficiency in MS Office, especially Excel.
BBH values diverse experiences and transferrable skillsets. We encourage candidates who may not meet every qualification to apply.
About BBH
Brown Brothers Harriman (BBH) is a premier global financial services firm recognized for its premium service, specialized expertise, technology solutions, and partnership approach. We serve sophisticated clients across Investor Services and Capital Partners, tackling their most complex challenges. Our collaborative environment, where diverse perspectives drive innovation, empowers every team member to contribute and grow. BBH fosters a culture of mentorship and development, ensuring long-term success for our clients and our people.
Key skills/competency
- Family Office Analyst
- Relationship Management
- Investment Execution
- Risk Management
- Client Service
- Wealth Management
- Financial Analysis
- MS Excel
- Teamwork
- Communication Skills
Skills & topics
- Family Office Analyst
- Wealth Management
- Client Service
- Investment Operations
- Financial Analyst
- Relationship Management
- Portfolio Management
- Risk Management
- Asset Allocation
- BBH
How to get hired
- Tailor your resume: Highlight client service, analytical, and organizational skills relevant to a Family Office Analyst role at BBH.
- Showcase your interest: Emphasize your demonstrated interest in Wealth Management and any relevant financial services experience.
- Prepare for client focus: Be ready to discuss how you've handled client needs and built relationships in past roles.
- Demonstrate attention to detail: Provide examples of your meticulousness in managing data and tasks.
- Research BBH's culture: Understand their partnership approach and commitment to client success.
Technical preparation
Master MS Excel for financial analysis.,Familiarize with financial reporting tools.,Understand basic investment and portfolio concepts.,Practice data analysis and presentation.
Behavioral questions
Describe a time you handled a client issue.,How do you ensure accuracy in your work?,Tell me about your teamwork experience.,How do you manage competing priorities?
Prefer to apply the usual way?
Not recommended alone — most applicants never hear back. Email the hiring manager first.
Frequently asked questions
- What are the primary responsibilities of a Family Office Analyst at Brown Brothers Harriman?
- The Family Office Analyst at BBH serves as a key support for Relationship Managers, acting as the main point of contact for ultra-high-net-worth clients. Responsibilities include managing daily client activities, handling account maintenance, resolving issues, preparing client presentations, and coordinating investment execution and administrative tasks. You'll also be involved in risk management and ensuring compliance.
- What qualifications are essential for the Family Office Analyst role at BBH?
- A Bachelor's degree is required, along with 0-3 years of industry experience and a demonstrated interest in Wealth Management. Strong organizational, analytical, and communication skills, a high attention to detail, and proficiency in MS Office (especially Excel) are crucial. Prior client service experience is highly preferred.
- How does Brown Brothers Harriman support the professional development of its Family Office Analysts?
- BBH emphasizes professional and personal growth. As a Family Office Analyst, you'll have opportunities to learn from experienced colleagues, utilize internal resources for development, and potentially take on special projects. The firm's culture encourages continuous learning and mentorship, ensuring you build expertise in investment management, banking, and estate planning.
- What is the expected work environment for a Family Office Analyst at BBH in Houston?
- The Family Office Analyst role is based in Houston. BBH promotes a collaborative and team-oriented environment where fostering a positive atmosphere and teamwork is encouraged. You'll work closely with Relationship Managers and other team members, acting as a go-to person for questions and support.
- How important is client service experience for the Family Office Analyst position at BBH?
- Client service experience and aptitude are strongly preferred for the Family Office Analyst role at BBH. The position requires you to be a primary day-to-day contact for ultra-high-net-worth clients, build trust, and ensure their needs are met. Demonstrating a strong track record in client-facing roles will be highly beneficial.
- Can candidates with non-traditional career paths apply for the Family Office Analyst role at BBH?
- Yes, Brown Brothers Harriman values diverse experiences and transferrable skillsets. If your career path is non-traditional or doesn't perfectly align with every listed qualification, you are encouraged to apply. BBH believes valuable skills can come from various backgrounds.