Junior Transfer Agency Representative - Alternatives

Brown Brothers Harriman; Poland; On-site; PLN 60,000 - 80,000; Full time

Benefits offered by this job

Culture Celebration Day

Community Service Day

Private medical care

Life Insurance

Employee Assistance Program

Professional trainings and qualificat-

Wellbeing Program

Online Social Fund benefit platform

Social, sport and integration events

Onboarding Program for new hires

Job summary

Brown Brothers Harriman in Kraków is seeking a Junior Transfer Agency Representative to join our Alternatives Team. You will assist with processing investor transactions including commitments, capital calls, distributions, transfers and redemptions in a dynamic operations environment.

This hybrid, full-time role requires a Finance/Accounting degree (or equivalent), fluency in English, strong MS Office skills, attention to detail, and the ability to manage multiple tasks under pressure.

Qualifications

• BA/BS in Finance and Accounting or equivalent work experience.
• Fluent English (C1) or higher.
• Demonstrated Microsoft Office skills.
• Ability to work accurately and quickly under pressure.
• Team Spirit; arrange tasks by priority.
• Multitasking and strong numerical aptitude.
• Excellent written, verbal and presentation skills.
• Client oriented approach.

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.

Skills

Fluency in English

Microsoft Office

Attention to detail

Multitasking

Time management

Strong communication

Client oriented

Team Spirit

Education

BA/BS in Finance and Accounting

Tools

Microsoft Office

Job description

Junior Transfer Agency Representative – Alternatives

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

Join us as a Junior Transfer Agency Representative - Alternatives Team!

Brown Brothers Harriman is currently recruiting 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.

On this position you will be responsible for:

• 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.

What we’re looking for:

• 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;
• Arrange tasks and activities in order of their relative importance;
• Multitasking;
• Aptitude for numbers, accuracy, and organization;
• Strong written, verbal and presentation skills;
• Client oriented.

What we offer:

• 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.

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.