At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others. Brown Brothers Harriman is currently recruiting a Consolidated Reporting Specialist join our Private Banking team. In this role, you will be the point person for onboarding high net worth clients onto Addepar, Private Banking’s consolidated reporting system. You will handle all client inquiries and resolve issues related to Addepar, as well as be involved in client onboarding, report configuration and private asset reporting. You will have exposure to Senior Relationship Managers and large family relationships. To be successful, you will need strong technical skills, interpersonal skills, and communication skills. Our ideal candidate is determined about tackling problems, can skillfully coordinate internal teams, and loves working directly with relationship teams. Some of your key responsibilities include: Being a subject matter expert on Addepar and serving as the primary point for escalation of all issues Working directly with the front office to onboard client relationships, including the facilitation of required authorizations and onboarding document preparation Understanding client relationships to create ownership structures which contribute to the accuracy of consolidated reporting Working closely with Front Office, end users (clients) to configure Addepar reporting and resolve issues Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations Updating asset classification and security pricing in Addepar Working with internal performance team to reconcile accounts in Addepar Reporting on private investments internal and external Working with internal groups to integrate systems and workflows Identifying and implementing opportunities to increase efficiencies Identifying trends and recommending process improvements Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve Work in complex data sets to identify and resolve data and calculation discrepancies Qualifications: BS/BA degree or equivalent work experience Proficient in Microsoft Excel 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 Ability to analyze monthly performance returns and market value changes to ensure accuracy Experience with First Rate, Sungard AddVantage and Addepar a plus 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 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. Salary Range $75,000-$85,000 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. Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia. BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives. This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence. As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.