Private Funds Onboarding & Relations Specialist

Brown Brothers Harriman; Poland; Hybrid; PLN 60,000 - 90,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Private Funds Specialist in Kraków to act as a liaison across front office, accounting, compliance, and operations for BBH’s private funds. You will manage investor onboarding, reporting requests, and data communication with the fund administrator, driving process improvements and efficiency in the Investment Product Group.

The role requires a bachelor’s degree with 2+ years of relevant experience, investment knowledge, and strong Excel skills.

Qualifications

• - Bachelor’s degree and 2+ years of relevant work experience.
• - Relevant investment or investment analysis experience; familiarity with alternative investment structures is a plus.
• - Ability to analyze complex issues and make sound decisions.
• - Effective collaboration and influencing skills.
• - Demonstrated ability to work in a team environment with a commitment to success.
• - Strong integrity and character; proficiency with Microsoft Excel.

Responsibilities

• Serve as a primary liaison between front office relationship management and accounting, risk, compliance, and operations supporting BBH’s private funds.
• Coordinate client onboarding processes: review questionnaires, compile data, oversee capital calls, log and report investor activity to the fund administrator.
• Draft and coordinate processing of assignments; support secondary sales and investor updates with the fund administrator.
• Respond to internal reporting, analytical and documentation requests; assist with fund regulatory filings.
• Identify gaps in onboarding/maintenance processes and propose improvements; help maintain team procedures.

Skills

Quantitative analysis

Written communication

Analytical decision-making

Collaboration & influence

Team orientation

Integrity & character

Education

Bachelor’s degree & 2+ years

Tools

Microsoft Excel

Job description

Brown Brothers Harriman (BBH) is seeking a Private Funds Specialist in Kraków to act as a liaison across front office, accounting, compliance, and operations for BBH’s private funds. You will manage investor onboarding, reporting requests, and data communication with the fund administrator, driving process improvements and efficiency in the Investment Product Group.

The role requires a bachelor’s degree with 2+ years of relevant experience, investment knowledge, and strong Excel skills.