Junior Transfer Agency Representative - Alternatives

Brown Brothers Harriman; Kraków; Hybrid; PLN 70,000 - 100,000; Full time

Benefits offered by this job

Culture days

Medical care

Life Insurance

Counselling support

Training programs

Wellbeing program

Social fund

Events

Onboarding program

Job summary

Brown Brothers Harriman in Kraków is recruiting a Junior Transfer Agency Representative to support the Alternatives Team. You will assist with recording commitments, capital calls, distributions, transfers and redemptions, and help ensure accurate processing of investor transactions in a dynamic operations environment.

The role requires a BA/BS in Finance and Accounting or equivalent, English fluency (C1), and strong Microsoft Office skills.

Qualifications

• BA/BS degree in Finance and Accounting or equivalent work experience.
• Fluency in English (C1).
• Demonstrated Microsoft Office skills.
• Ability to work accurately and quickly under pressure.
• Team spirit.
• Arranges tasks and activities in order of their relative importance.
• Multitasking.
• Aptitude for numbers, accuracy, and organization.
• Strong written, verbal and presentation skills.
• Client oriented.

Responsibilities

• Assist the transfer agency team with processing investor transactions (commitments, capital calls, distributions, transfers, redemptions).
• Establish solid client contact through prompt follow-up and maintain relationships within the team.
• Deliver high quality work with attention to detail.
• Comply with firm policies and procedures.
• Identify problems early and elevate as necessary.
• Help close procedural gaps and upgrade internal processes.

Skills

English proficiency

Attention to detail

Team player

Multitasking

Numerical aptitude

Communication skills

Time management

Education

BA/BS in Finance and Accounting

Tools

Microsoft Office

Job description

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Location: Kraków

Type of work: Full time

Hybrid model: Hybrid model 3 days per week in the office / 2 days for a parent of a child up to 4 years old

Junior Transfer Agency Representative – Alternatives Team

Brown Brothers Harriman is currently recruiting a Junior Transfer Agency Representative to join our Alternatives Team. In this role you will be assisting other team members with the processing of investor transactions such as the recording of commitments, capital calls, distributions, transfers and redemptions. As the Alternatives Transfer Agency team is responsible for booking all different types of activity for Alternative funds that are always growing in complexity, an eagerness to learn in a dynamic operations environment is a must.

Responsibilities

• Provide support to the team in establishing solid client contact through prompt follow-up;
• Interact and establish solid relationships within the transfer agency team;
• Process investor transactions such as the recording of commitments, capital calls, distributions, transfers and redemptions accurately;
• Deliver high quality work with attention to detail;
• Comply with all the policies and procedures of the firm;
• Identify problems at an early stage and elevate as necessary;
• Assist team in closing procedural gaps and upgrading internal processes.

Qualifications

• BA/BS degree (Finance and Accounting) or equivalent work experience;
• Fluency in English (C1);
• Demonstrated Microsoft Office skills;
• Ability to work accurately and quickly under pressure;
• Team spirit;
• Arranges tasks and activities in order of their relative importance;
• Multitasking;
• Aptitude for numbers, accuracy, and organization;
• Strong written, verbal and presentation skills;
• Client oriented.

Benefits

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance;
• Private medical care;
• Life Insurance;
• Employee Assistance Program — offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
• Professional trainings and qualification support;
• Wellbeing Program;
• Online Social Fund benefit platform;
• Social, sport and integration events;
• Onboarding Program for new hires.

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 BBH

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day‑to‑day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.