Family Office Services Specialist (Capital Call)

Brown Brothers Harriman
powiat lubelski, województwo lubelskie
Full time
1 dzień temu
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.
Location: Kraków
Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old
Join us as a Family Office Services Analyst
Brown Brothers Harriman is currently recruiting a Family Office Services Analyst supporting Capital Partners. In this role, you will be a generalist that will operate in four key areas of Family Office Services. Those include consolidated reporting, capital call services, bill pay and wealth projections. Depending on the assignment you will be responsible for handling data backfills and reconciliation, asset classification, processing and tracking payments, system issue resolution and other ad-hoc projects. To be successful, you will need strong technical skills, be detail oriented and data driven as well as have good communication skills. Our ideal candidate is determined to tackle problems, can skillfully coordinate with internal teams, and escalate issues in a timely manner.
Some of your key responsibilities include:
Consolidated Reporting
  • Monthly Private Asset Reconciliation
  • Document Backfills for client’s external private investments
  • Asset Classification
  • Historical Data Conversions for external accounts based on statements, transactional extracts and client’s external private investments
Capital Call Services
  • Tracking of upcoming capital call payments
  • Processing of the capital calls using internal systems
  • External Private Fund Wire instruction fraud prevention
Bill Pay
  • Processing of the Bills in Bill.com
  • Daily Payment Reconciliation between Bill.com and our internal accounting system
  • Vendor information reconciliation between Bill.com and internal systems
eMoney
  • Client creation issues resolution
  • Asset Classification
Desired Qualifications:
  • BA or Equivalent
  • 3+ year of experience
  • Ability to identify, escalate and resolve problems/issues
  • Ability to communicate professionally through effective verbal and written communication skills
  • Excellent attention to detail, time management and organizational skills
  • Strong interpersonal, collaboration skills
  • Ability to multi-task and prioritize tasks
  • Ability to meet deadlines and work under pressure
  • Proactive self-starter who is goal-oriented
  • Demonstrate risk awareness and ability to identify red flags
  • Proficiency in excel a must
What we offer:
  • To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
  • Contracts for an indefinite period, from day one
  • Private medical care
  • Life Insurance
  • Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
  • Professional trainings and qualification support
  • Wellbeing Program
  • Online Social Fund benefit platform
  • Social, sport and integration events
  • Onboarding Program for new hires
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
.
Apply
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