Financial Reporting Specialist

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.

Join our Multi Family Office Service Team as a Financial Reporting Specialist focused on supporting our private banking clients and their external private investments. In this role you will be tasked with onboarding external private investments onto our internal system and processing upcoming capital calls. The role involves working directly with onboarding, relationship, and funds transfer teams to ensure a smooth onboarding process. You will also work with external funds to ensure we are added as interested parties and receive future capital call notices. The role is part of our family office service team that provides Bill Pay, Wealth Projection and Consolidated Reporting Services to our clients.

Responsibilities:

• Working with relationship teams to identify the list of external private investments to be serviced and ensure accounts are properly funded
• Working with onboarding team on contractual document preparation and execution
• Working with external funds and clients to obtain access to or be added as an interest party to the external fund communication and their client portal
• Working with Funds Transfer team to process upcoming capital calls
• Working on ad-hoc projects and supporting family office services team

Skills required:

• Bachelor's / Undergrad Degree Required
• Strong attention to detail
• Ability to collaborate with multiple teams
• Ability to manage conflicting priorities
• Ability to work independently and taking initiative
• Strong organizational skills
• Intermediate level Excel experience
• Some knowledge of Private Funds a plus

What We Offer:

• A collaborative environment that enables you to step outside your role to add value wherever you can
• Direct access to clients, information and experts across all business areas
• Opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm
• A culture of inclusion that values each employee's unique perspective
• High-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of others

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

$70,000-$80,000

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.