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Family Office Services Analyst - Lazard Wealth

New York, United States (On-site)

Job Description

Lazard is one of the world’s preeminent financial advisory and asset management firms.Our people and culture make the difference. While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Lazard Wealth collaborates with our clients to help solve and simplify the complexities of wealth, while delivering sophisticated investment solutions and advice. We combine years of history and experience to help preserve and grow our clients’ wealth across generations.

We are seeking a Family Office Services Analyst helping to ensure a seamless investor experience from an operational perspective, including investor onboarding and project management, ongoing data reconciliation, supervisory reviews and performance reporting.

We’ll trust you to:

• Serve as a primary point contact for technology integrations between various financial and operational platforms, ensuring seamless data flow and system interoperability.
• Work independently with technology vendors to identify requirements, manage expectations, and resolve integration issues in a timely manner.
• Develop a deep understanding of how data is structured, stored, and transferred across different systems, ensuring data integrity and accuracy.
• Collaborate with cross-functional teams to understand business needs and assist in translating them into technical requirements for system enhancements or new integrations.
• Serve as a client support project manager, including onboarding investor data, reconciling daily transactions and valuations, and assisting with investment team needs.
• Prepare and verify monthly and/or quarterly performance and valuation reporting for high net-worth investors by leveraging our internal portfolio management systems
• Prepare account opening documentation for transfers, subscriptions, redemptions and other transactions; while, coordinating information flow from managers and/or custodian banks
• Serve as a point person for investor onboarding tasks (from an operations standpoint); ensuring execution and onboarding timelines.
• Troubleshoot operational problems, investigate why they happened, and how they can be resolved
• Serve as support and back-up point person for performance reporting, investment pro-formas and ad-hoc requests for the Client Team, as needed
• Respond to internal and external ad-hoc requests

You’ll need to have:

• An ability to work proactively and independently as a member of a small, flat, cohesive team with limited supervision.
• Outstanding attention to detail, with ability to perform and prioritize multiple tasks simultaneously while meeting or exceeding deadlines.
• Well-developed quantitative and analytical skills.
• Strong proficiency in Microsoft Office Suite, including advanced skills in VBA for automating tasks and workflows.
• Experience with API integrations, helping to streamline processes and connect systems for improved efficiency.
• Exceptional interpersonal, communication and presentation skills.
• A belief in continuous improvement.
• An interest in learning more about alternative investing and supporting clients operationally.
• The ability to foresee problems before they surface and resolve them in a timely manner and are always thinking of ways to make complicated tasks more efficient while maintaining focus on the bigger picture.
• An excitement about being on our team and learning how new technologies in the marketplace can help keep things running smoothly and efficiently internally.
• A focus on accuracy, efficiency and thinking outside the box. We are always trying to learn more from each other in order to make our team stronger.

What We Offer

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $70,000-75,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

Representation at Lazard

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

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Job Info

• Job Identification 6221
• Locations 30 Rockefeller Plaza, New York, NY, 10112, US (On-site)