Brown Brothers Harriman

Transfer Agency Supervisor - Alternatives

Brown Brothers Harriman$70K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent
  • Minimum of 4 years Transfer Agency experience in Alternatives environment
  • Fluency in English; German and/or French is a plus
  • Strong communication and organizational skills
  • Experience in problem-solving and process improvements
  • Aptitude for accurate financial reporting and cash reconciliations
  • Familiarity with eFront is advantageous

Responsibilities

  • Supervise investor transactions including commitments, capital calls, and redemptions
  • Serve as an escalation point for client service issues
  • Maintain solid client relationships through proactive communication
  • Provide mentorship and support to team members
  • Ensure compliance with Funds’ prospectus and operational procedures
  • Monitor deliverables and address issues promptly
  • Propose process improvements to enhance efficiency

Benefits

  • Discretionary bonuses and profit-sharing opportunities
  • Comprehensive healthcare options
  • Support for professional development
  • Generous paid time off
  • Programs supporting overall well-being and work-life balance
Full Job Description
The Transfer Agency Supervisor - Alternatives will be responsible for the process, control, and supervision of investor transactions such as the recording of commitments, capital calls, distributions, transfers, and redemptions. S/he support the Alternatives Transfer Agency Team Leader / Manager in the day-to-day aspects of transfer agency operations and to support high client satisfaction. S/he may be responsible for managing alternative transfer agency senior representatives / representatives and will deputize for Team Leaders, in their absence. The department is responsible for the overall Alternatives Transfer Agency activity. A key element to overall client service is the timely and accurate completion of all deliverables (i.e., all trading activity and reporting is carried out in accordance with the Funds’ prospectus and processed in accordance with the agreed operating procedures). The supervisor is responsible for planning the resources of a small team (1 to 3 persons) to meet all deadlines, monitoring the status of all deliverables, and resolving / escalating any delays or issues that occur. Responsibilities include, but are not limited to: Client Service 37Proactively establish solid client contact through prompt follow-up and assisting in client service reviews37Provide filtering and escalation for client requests37Serve as an escalation point for client service issues and deliverables37Establish appropriate contacts within client organizations and internal departments37Build overall credibility and foster trust with clients37Ensure any service issues are addressed immediately and escalated accordingly and that adequate steps are taken to resolve issues and prevent future occurrences People 37Interact and establish solid relationships with all relevant BBH Teams37Provide mentoring, assistance, guidance and support to direct reports and other staff Productivity 37Supervise all trading is carried out in accordance with the Funds’ prospectus and processed in accordance with the agreed operating procedures37Supervise and control the related payment instructions and perform the associated cash reconciliations37Supervise and control the associated investor reporting such as contract notes and statements37Deliver a high quality of services and deliverables on a timely manner37Contribute to the productivity of the client service team as well as BBH’s standards of service Risk and Control 37Manage controls efficiently to alleviate any potential risk areas37Comply with all the policies and procedures of the firm37Identify problems at an early stage, escalate as necessary and consider all alternatives Process improvement / Innovation 37Analyze the root cause of a problem and look for and propose opportunities to close gaps and upgrade internal processes. Challenge the status-quo37Participate in system project improvement and testing phase Education, Skills & Competencies: 37Bachelor's degree or equivalent37Minimum of 4 years Transfer Agency experience, preferably in an Alternatives (real estate, debts and private equity funds) environment37Fluency in English is mandatory, German and /or French is an asset37Experience in planning, initiating and following through to meet objectives37Excellent communication skills37Good organization skills with attention to detail37Strong written, verbal and presentation skills37Aptitude for numbers, accuracy and organization37Ability to work accurately and quickly under pressure37Knowledge or prior experience of eFront is an advantage Salary Range 70,000 - 100,000 + annual target bonus BBH and its affiliates' 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 paycheckproviding 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.  We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About Brown Brothers Harriman

Brown Brothers Harriman & Co. (BBH) is the oldest and largest private bank in the United States. Founded in 1818, BBH has been a leader in the financial industry for over 200 years. The company provides a wide range of financial services to individuals, families, and institutions, including wealth management, investment management, and private banking. BBH has offices in the United States, Europe, and Asia, and manages over $1.6 trillion in assets.
Learn more about Brown Brothers Harriman
Size
7,000 employees
Industry

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