Transfer Agency Representative - Alternatives

Brown Brothers Harriman & Co.; Boston (MA); Vor Ort; USD 45.000 - 60.000; Vollzeit

Zusammenfassung

Brown Brothers Harriman (BBH) in Boston, MA, is seeking an entry level Transfer Agency Representative for Alternatives. You will support senior staff with recording commitments, capital calls, distributions, transfers and redemptions, ensuring accuracy and timeliness in a regulated fund environment.

This role emphasizes client service, attention to detail, and collaboration within the ALTS TA team under supervision. A 2-year degree or higher and excellent English communication are required.

Qualifikationen

• Associate degree or higher required.
• Fluency in English mandatory; additional languages a plus.
• Excellent written and spoken communication; strong organizational skills.

Aufgaben

• 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 a high quality of services and deliverables on a timely basis.
• Comply with all the policies and procedures of the firm.
• Identify problems at an early stage and elevate as necessary.
• Assist team initiatives in respect of closing gaps and upgrading internal processes.

Kenntnisse

Fluency in English

Excellent communication skills

Good organization skills

Strong written verbal and presentation

Aptitude for numbers accuracy and org

Ability to work accurately under time/

Ausbildung

Associate Degree or higher

Jobbeschreibung

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.

Transfer Agency Representative - Alternatives

Working under direct supervision, the Transfer Agency Representative - Alternatives is an entry level position responsible for assisting more senior members with the processing of investor transactions such as the recording of commitments, capital calls, distributions, transfers and redemptions. 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 representative is responsible for ensuring all deliverables which they prepare directly responsible for preparing are prepared accurately and on a timely basis. In this context, the representative will be responsible for the least complex clients or tasks performed within the team structure and will perform these tasks under the supervision of the ALTS TA supervisor and / or team leader.

Key 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 a high quality of services and deliverables on a timely manner
• Comply with all the policies and procedures of the firm
• Identify problems at an early stage and elevate as necessary
• Assist team initiatives in respect of closing gaps and upgrading internal processes

Education & Skills

• Associate Degree or higher
• Fluency in English is mandatory, secondary language capabilities a plus
• Excellent communication skills
• Good organization skills with attention to detail
• Strong written, verbal and presentation skills
• Aptitude for numbers, accuracy and organization
• Ability to work accurately and quickly under pressure

Salary Range

$45,000 - $60,000 + 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.

Benefits

BBH's total rewards package recognizes your contributions with more than just a paycheck—providing 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.

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. At BBH, partnership is more than just a form of ownership—it’s our approach to business and relationships. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective. BBHers can pick up the phone and call any colleague, and they are happy to help – which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. Delivering for our clients and each other energizes us. 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. 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. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.