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Brown Brothers Harriman
Data aktualizacji: 2022-11-24
Kraków, małopolskie
Bankowość, Analiza
Data aktualizacji: 2022-11-24 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:

Operation Lead Specialist - Trade Management

Operation Lead Specialist - Trade Management

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.

Brown Brothers Harriman is currently recruiting Operation Lead Specialist - Trade Management.

In this role you will be responsible for assisting the Supervisor with enhancing the productivity, reducing the Risk Profile and Enhancing the Client Experience as related to highly complex and client specific security related transactions. You will act as a Subject Matter Expert related to processing activities such as; instruction receipt, authentication and routing, entry instruction and verification, processing and recording and reporting and reconciliation.  As an SME you will be expected to assist team members as needed for processing expertise and back-up and act as a back-up for all functions including some Supervisor functions. Additionally, you will have a direct focus on meeting the Standards and Goals of the department identifying trends for both the Division as well as the Client, adding to the overall Client Experience by acting as a direct contact related to a specific client relationship or process.


  • BS/BA degree or equivalent work experience

  • 2+ years of experience; financial services experience preferred

  • Excellent proven written and verbal communication skills

  • An aptitude for thorough analytical and problem resolution

  • Proven ability to provide feedback and guidance to clients effecting change in behavior and overall satisfaction

  • Self-starter, proactive and objective oriented

  • Ability to execute tasks with little direction, and plan time effectively to meet deadlines

  • Ability to multitask and deal with competing priorities

  • Ability to identify, analyze, resolve and when needed escalate a problem

  • Knowledge of one or more product areas within the Firm

  • Aligns and works towards all department Goals

What We Offer:

  • Private medical care for you and your family

  • Life Insurance

  • Hybrid Working Opportunities

  • 2 additional days added to your holiday calendar for Culture Celebration and Community Service

  • Various additional benefits including professional training and qualification support

  • Subsidised cafeteria

  • Contracts for an indefinite period of time with no probation period

Some of your key responsibilities include:  

  • Assist Supervisors in Workflow Management

  • Independently manage client specific processes and provide daily feedback and reporting

  • Act as dedicated point of contact for specifically identified client processes

  • Processing and analysis of complex and client specific instructions             

  • Entry of all client trades sent to BBH which may be STP, automated but needing repair, or fully manual (rekey)

  • Authenticates, confirms, and distributes all Faxed trades received into the Bank

  • Perform various edit checks on all electronic trades. Those trades with missing, incomplete, inconsistent or poorly formatted data are sent to repair for research and resolution

  • Processing of complex and client specific instructions      

  • Verify (dual controls) information prior to release to other areas of the firm as well as release to market

  • Escalate known or potential issues to management

  • Assist team members and supervisors with daily tasks as Subject Matter Expert

  • Analyze trends and provide feedback on instruction content and format as related to market requirements/standards

  • Communicate expected resolution (where applicable) based on market knowledge

  • Provide superior client service

  • Work proactively with clients and internal areas to improve instruction and process flow

  • Attend Client Meetings and have ability to actively engage with the Client

Osoby zainteresowane prosimy o przesyłanie aplikacji klikając w przycisk aplikowania.

For more information please visit our website