Transfer Agency Representative, Senior – Alternative Investments
Brown Brothers HarrimanAbout the role
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.
The Transfer Agency Representative, Senior – Alternative Investments will be responsible to process, control and supervise investor transactions such as the recording of commitments, capital calls, distributions, transfers, and redemptions. S/he supports the Alternatives Transfer Agency Supervisor /Team Leader / Manager in the day-to-day aspects of transfer agency operations and to support high client satisfaction. The Senior Representative operates under less direction than the Representative.
If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.
Key responsibilities include:
Proactively establish solid client contact through prompt follow-up and assisting in client service reviews.
Ensure any service issues are addressed immediately and escalated accordingly and that adequate steps are taken to resolve issues and prevent future occurrences.
Interact and establish solid relationships with all relevant BBH Teams.
Ensure all trading is carried out in accordance with the Funds’ prospectus and processed in accordance with the agreed operating procedures.
Deliver a high quality of services and deliverables on a timely manner.
Comply with all the policies and procedures of the firm.
Identify problems at an early stage, escalate as necessary and consider all alternatives.
Analyze the root cause of a problem and look for and propose opportunities to close gaps and upgrade internal processes. Challenge the status-quo.
Qualifications:
BA/BS degree or equivalent work experience.
Minimum of 2 years Transfer Agency experience, preferably in an Alternatives (real estate, debts and private equity funds) environment or other relevant experience.
Fluency in English is mandatory, German and /or French is an asset.
Excellent communication and client-facing skills.
Good organization skills with attention to detail.
Strong written, verbal and presentation skills.
Aptitude for numbers, accuracy, and organization.
Ability to work accurately and quickly under pressure.
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