Institutional Middle Office Operations Specialist

Brown Brothers Harriman & Co.; Boston (MA); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Global Institutional Middle Office professional to handle custody reconciliations, trade processing, claims, income collection, corporate actions, and collateral management for institutional clients. The role emphasizes relationship management, timely escalation, and post-execution support across multiple custodians.

Ideal candidates will have a BA/BS in finance-related fields, strong communication and organizational skills, and the ability to work in a

Qualifications

• BA/BS degree. Preference given to Finance, Accounting, Economics, and Mathematics majors.
• Ability to communicate professionally both verbally and written.
• Ability to manage time efficiently and effectively and to meet all deadlines.
• Organizational skills and detail-oriented.
• Ability to work independently, efficiently, and effectively to meet time constraints while handling multiple tasks.
• Ability to work collaboratively in a team environment.
• Strong commitment to quality.
• Ability to adapt to a changing business, legal, and regulatory environment.
• Aptitude for thorough and timely research, analysis and resolution of a problem.
• Have interest and flexibility to work on different assignments and develop new skills by performing different functions within IMO.
• General PC skills including Microsoft Office Suite.
• Ability to stay focused on detailed information for long periods of time.
• Ability to work on a computer for several hours.
• Ability to discern numbers/number sequels and reading-comprehension.
• Ability to handle work pressure in a fast pace environment.
• Ability and willingness to work overtime when needed.
• Must be able to work in a hybrid function (3 days weekly) in our Boston Office.

Responsibilities

• Process and resolve trade discrepancies between client instructions and counterparty details.
• Communicate settlement instructions to client custodians in different markets.
• Monitor and resolve failed trades, cash movements, collateral settlements and corporate actions.
• Coordinate with clients and counterparties to ensure timely processing and reporting.
• Understand settlement procedures across markets and asset types.
• Manage daily workload to meet deadlines.
• Utilize BBH IMO systems to perform daily processes.
• Collaborate with team to meet daily requirements and update procedures.
• Communicate professionally via email, phone, or in person with clients and counterparties.
• Deliver superior client service and respond to inquiries promptly.
• Understand risk controls, privacy, cyber risk and follow BCP procedures.

Skills

Communication

Time management

Organization

Independent work

Teamwork

Attention to detail

Adaptability

Microsoft Office

Hybrid work

Education

BA/BS degree in Finance, Accounting, Economics, or Mathematics

Tools

Microsoft Office

Job description

Brown Brothers Harriman (BBH) is seeking a Global Institutional Middle Office professional to handle custody reconciliations, trade processing, claims, income collection, corporate actions, and collateral management for institutional clients. The role emphasizes relationship management, timely escalation, and post-execution support across multiple custodians.

Ideal candidates will have a BA/BS in finance-related fields, strong communication and organizational skills, and the ability to work in a