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Brown Brothers Harriman
Data aktualizacji: 2022-09-29
Kraków, małopolskie
Data aktualizacji: 2022-09-29 Aplikuj
Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for almost 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia..

BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.

As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.

We are currently looking for:

Transfer Agency Fund Profile Management Senior Representative

Transfer Agency Fund Profile Management Senior Representative

Location: Kraków, małopolskie

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.


Join us a Transfer Agency Fund Profile Management Senior Representative !


The Transfer Agency Fund Profile Management (TA FPM) team ensures the successful integration and coordination of new business implementations alongside client conversions. The FPM team participates in the life cycle of fund and share class launches, including project scoping, planning, requirements definition, issues resolution and implementation;


Supporting the business units globally, the Senior FPM Representative will work as part of the FPM team in Dublin working with other internal teams. The Snr FPM Representative will be responsible for gathering all relevant information relating to fund set up, populating the related set up forms and subsequently inputting all this information into the TA applications. The representative will be delegated new fund and share class launches each week and will be expected to complete the set up of each task in a timely basis.  This role will involve working closely and with the support of  the FPM Manager, Snr Analyst and Analysts to ensure the team operates efficiently and that deadlines are met.  The Snr FPM Representative will report directly to one of the Analysts on the team.



1. Fund Launch Management

  • Learn and understand the system architecture and functionality and apply the features of the various products as applicable.

  • Learn and understand fund documentation, e.g. Prospectus, and identify key information within the documentation.Be able to translate this information into system friendly language.

  • Identify gaps in current processes or solutions and work with own team and other appropriate teams on solutions to fill these gaps

  • Communicating with interested parties within the banksuch Investor Relations Managers for requirements, operations for processes

  • Escalate client requests outside the standard BBH TA process, and work with the Business Analysis team to evaluate develop detailed requirements and analysis of TA operational workflow

  • Static Data ownership, assist with Static Data changes when required

2. Client Servicing

  • Coordinate and work effectively with colleagues across the Service Delivery and RE Pillars

  • Respond quickly and accurately to internal

3. Risk Management

  • Ensure all procedures are kept up-to-date and follow internal Risk guidelines

  • Identify any gaps in current process or improvements needed and remediate as necessary

  • Identify and eliminate any unnecessary manual tasks, replace with automation

  • Issue/Error Ownership – escalate, track and resolve issues.Identify preventative measures to prevent reoccurrence



  • BA/BS degree and/or equivalent work experience

  • 2-3 years related Financial Services industry knowledge and experience required; (knowledge of Transfer Agency would be advantageous)

  • Ability to communicate effective in English, in both written and verbal communications, is a requirement.

  • Proficiency with MS Office applications such as Word, Excel and PowerPoint. Experience with Access, Project, VBA for Excel, Multifonds “MFGI” or MS Access is advantageous.

  • Takes ownership and follow through on tasks; results oriented.

  • Creative thinking, intellectual curiosity.

  • Ability (or experience) in working as part of a global team

  • Problem-solving and sound judgment.

  • Analytical mindset and strong attention to detail.

  • Strong organizational and time management skills.

  • Ability to multi-task.

  • Excellent verbal and written communication skills with all audiences.

  • Knowledge of project management principles and methodologies.

  • Strong interest in how systems interact and integrate would be advantageous


What We Offer:

  • Be a member of a global team, a collaborative environment that enables you to work on multiple levels and products

  • Direct access to information, subject matter experts and senior management across all business areas globally

  • Ability to support shape the risk management framework

  • Opportunities to grow your expertise and skills

  • A culture of inclusion that values each employee’s unique perspective

  • Employment stability with indefinite contract from day one

  • High-quality benefits program emphasizing good health and financial security

  • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

  • Volunteer opportunities to give back to your community and help transform the lives of others

Osoby zainteresowane prosimy o przesyłanie aplikacji klikając w przycisk aplikowania.

For more information please visit our website