Transfer Agency Representative - Alternatives

Brown Brothers Harriman•Boston, MA

About The Position

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. 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.

Requirements

Associate Degree or higher
Fluency in English is mandatory, German and /or French is an asset
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

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 escalate as necessary
Assist team initiatives in respect of closing gaps and upgrading internal processes.