Operations Lead Specialist Corporate Actions Reorg

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.

POSITION SUMMARY

Ops Lead Specialist – CA Reorg is responsible for assisting the supervisor with enhancing the productivity of the unit in addition to performing specialized operational securities processing activities to support the firm’s business lines. This includes activities such as: instruction receipt and authentication, instruction verification (dual controls), processing and recording, reporting and acknowledgement, and reconciliation. May direct day to day activity of employees but does not have formal management oversight.

PRINCIPAL RESPONSIBILITIES

1.Workflow Management

• Day to Day focus is on executing tasks within defined policies, guidelines and procedures.

• Responsible for identifying and resolving problems.

• Ensure daily output standards for both quality and timeliness are met.

• Coordinate control/production related activities.

• Coordinate intraday and end of day prioritization and reconciliation of daily work/proof and control.

• Gain efficiencies to improve individual productivity.

• Help to ensure all deadlines and requirements are being met.

• Manage daily production reporting.

2. Processing Events

• Utilize BBH Market Data Vendors, Company Documentation and Agent Bank information to research corporate event information.

• Review and validate corporate action announcements that team members input into CA platform for dissemination to clients and downstream systemsIdentify incomplete and/or inconsistent information that may result in risk to BBH or our clients. Resolve the discrepancy.

3. Processing Elections

• Processing Voluntary Actions

• Review and validate unexecuted corporate action instructions that team members input into CA platform for dissemination to agents and depositories.

• Identify incomplete and/or inconsistent information that may result in risk to BBH or our clients. Resolve the discrepancy.

• Processing Protect and Liability Notices.

• Ensure all clients’ corporate action instructions are accepted and processed by deadline.

• Confirm that all events have been processed in accordance with BBH’s standards of operational excellence.

4. Processing Payments

• Research and analyze share and cash breaks and past due items.

• Resolve all open breaks and past due payments within defined time frames.

• Review and validate corporate action payment and funding postings that team members input into CA platform for dissemination to clients.

• Perform pre-reconciliation of client receivables and payables to ensure accurate and timely cash and share postings.

5. Client Service

• Identify and communicate all uninstructed positions for Corporate Events to clients via phone call and written communication.

• Communicates professionally and constructively to effectively resolve all instruction repairs with clients in a timely and efficient manner.

• Assist in the communication of complex action details to clients and client service representatives.

6. Training

• Assist in the development of team members by providing training.

• Documents workflows and procedures for future use in training junior personnel.

• Assist team members with day to day activities/provide back-up support.

7. Process Improvement

• Understands BBH’s Corporate Action systems and workflows beyond immediate team and utilizes this knowledge to suggest process improvements that will benefit the department.

• Assists junior st