Junior Operations Specialist Institutional Middle Office

Posted 5 Days Ago
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Kraków, Małopolskie
Entry level
Fintech • Financial Services
The Role
The Junior Operations Specialist will manage the trade lifecycle for various financial instruments, collaborating with clients and internal teams. Responsibilities include processing daily tasks, ensuring accurate trade confirmation and settlement, identifying process improvements, preparing management reports, and participating in client onboarding and projects.
Summary Generated by Built In

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Join us as a Junior Operations Specialist Institutional Middle Office!

Brown Brothers Harriman is currently recruiting Operations Specialist to join our Institutional Middle Office Team. In this role you will be responsible for daily collaboration with teammates, internal and external parties (including clients) to manage trade lifecycle for variety of financial instrument types. From trade capture, matching, instruction release up to settlement and failing management with additional clients, vendors and industry engagements and extra projects. Krakow Team is working on the daily process for external and internal clients around the clock, where we take over coverage on daily duties from our colleagues from Hong Kong, and we pass process at the end of our day to our colleagues located in US.

Some of your key responsibilities include:

  • Providing excellent client service and resolution of open inquires by close cooperation with financial institutions including investment managers across the globe;

  • Processing daily tasks suited to clients needs; support client within trade confirmation and settlement across multiple investment of on exchange products;

  • Identifying errors to reduce risk and suggesting improvements to existing processes;

  • Preparing reports to internal and external parties on daily, monthly and quarterly basis including management reports.

  • Participating in challenging projects. Actively participate in clients onboarding and variety of internal and external testing projects with exposure to global audience.

  • Categorizing, authenticating, and acknowledging of email communication driven by clients, their affiliates, contracted parties, authorized agents, and any other party.

  • Fail management by monitoring, reviewing and reaching out to appropriate parties to settle transactions during business hours.

  • Monitoring clients inbound trade notifications and outbound messages.

  • Investigating and escalating any discrepancies to proper parties.

What we offer:

  • To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance

  • 24 days of occasional remote work from Poland during a calendar year

  • Private medical care

  • Life Insurance

  • Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.

  • Professional trainings and qualification support

  • Wellbeing Program

  • Online Social Fund benefit platform

  • Social, sport and integration events

  • Onboarding Program for new hires

Desired Qualifications:

  • Good English skills both in speaking and writing (C1)

  • Finance knowledge (work experience/ university)

  • Communicativeness and team player

  • Ability to work under time pressure

  • Multitasking ability

  • Highly self-motivated

  • Microsoft Excel and Outlook skills

  • Ability to manage time efficiently and effectively.

The Company
HQ: New York, NY
5,756 Employees
On-site Workplace
Year Founded: 1818

What We Do

Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 17 locations throughout North America, Europe and Asia.

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