Transfer Agency Supervisor - Alternatives

Brown Brothers Harriman•Boston, MA

1d•$65,000 - $90,000

About The Position

The Transfer Agency Supervisor - Alternatives will be responsible for the process, control, and supervision of investor transactions such as the recording of commitments, capital calls, distributions, transfers, and redemptions. S/he support the Alternatives Transfer Agency Team Leader / Manager in the day-to-day aspects of transfer agency operations and to support high client satisfaction. S/he may be responsible for managing alternative transfer agency senior representatives / representatives and will deputize for Team Leaders, in their absence. 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 supervisor is responsible for planning the resources of a small team (1 to 3 persons) to meet all deadlines, monitoring the status of all deliverables, and resolving / escalating any delays or issues that occur.

Requirements

Bachelor's degree or equivalent
Minimum of 4 years Transfer Agency experience, preferably in an Alternatives (real estate, debts and private equity funds) environment
Fluency in English is mandatory
Experience in planning, initiating and following through to meet objectives
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

Nice To Haves

German and /or French is an asset
Knowledge or prior experience of eFront is an advantage

Responsibilities

Proactively establish solid client contact through prompt follow-up and assisting in client service reviews
Provide filtering and escalation for client requests
Serve as an escalation point for client service issues and deliverables
Establish appropriate contacts within client organizations and internal departments
Build overall credibility and foster trust with clients
Ensure any service issues are addressed immediately and escalated accordingly and that adequate steps are taken to resolve issues and prevent future occurrences
Interact and establish solid relationships with all relevant BBH Teams
Provide mentoring, assistance, guidance and support to direct reports and other staff
Supervise all trading is carried out in accordance with the Funds’ prospectus and processed in accordance with the agreed operating procedures
Supervise and control the related payment instructions and perform the associated cash reconciliations
Supervise and control the associated investor reporting such as contract notes and statements
Deliver a high quality of services and deliverables on a timely manner
Contribute to the productivity of the client service team as well as BBH’s standards of service
Manage controls efficiently to alleviate any potential risk areas
Comply with all the policies and procedures of the firm
Identify problems at an early stage, escalate as necessary and consider all alternatives
Analyze the root cause of a problem and look for and propose opportunities to close gaps and upgrade internal processes.
Challenge the status-quo
Participate in system project improvement and testing phase