Junior Transfer Agency Representative - Alternatives

Posted Yesterday
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Kraków, Małopolskie, POL
In-Office
Junior
Fintech • Financial Services
The Role
Support the Alternatives Transfer Agency team by processing investor transactions (commitments, capital calls, distributions, transfers, redemptions), maintaining client contact, ensuring accuracy and compliance with policies, identifying and escalating issues, and helping improve internal procedures in a dynamic operations environment.
Summary Generated by Built In

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.

Location: Kraków

Type of work: Full time

Hybrid model: Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old

Join us as a Junior Transfer Agency Representative - Alternatives Team!

Brown Brothers Harriman is currently recruiting Junior Transfer Agency Representative to join our  Alternatives Team.  In this role you will be assisting other team members with the processing of investor transactions such as the recording of commitments, capital calls, distributions, transfers and redemptions. As the Alternatives Transfer Agency team is responsible for booking all different types of activity for Alternative funds that are always growing in complexity, an eagerness to learn in a dynamic operations environment is a must.

On this position you will be responsible for:

  • 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 high quality work with attention to detail

  • Comply with all the policies and procedures of the firm;

  • Identify problems at an early stage and escalate as necessary;

  • Assist team in closing procedural gaps and upgrading internal processes.

What we’re looking for:

  • BA/BS degree (Finance and Accounting) or equivalent work experience

  • Fluency in English (C1)

  • Demonstrated Microsoft Office skills

  • Ability to work accurately and quickly under pressure

  • Team Spirit

  • Arranges tasks and activities in order of their relative importance

  • Multitasking

  • Aptitude for numbers, accuracy, and organization

  • Strong written, verbal and presentation skills

  • Client oriented

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

  • 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

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

Skills Required

  • BA/BS degree in Finance or Accounting or equivalent work experience
  • Fluency in English (C1)
  • Demonstrated Microsoft Office skills
  • Ability to work accurately and quickly under pressure
  • Strong written, verbal and presentation skills
  • Aptitude for numbers, accuracy, and organization
  • Multitasking and ability to prioritize tasks
  • Client-oriented mindset and team spirit

Brown Brothers Harriman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown Brothers Harriman and has not been reviewed or approved by Brown Brothers Harriman.

  • Parental & Family Support Parental leave and family-building support are positioned as standout parts of the package, including maternity/paternity leave and adoption/surrogacy assistance. These offerings are often framed as “top-tier” and can meaningfully offset weaker cash compensation for those who value family support.
  • Wellbeing & Lifestyle Benefits Well-being resources are described as comprehensive, spanning mental health support, wellness platforms, gym discounts, and related programs. Flexible work arrangements such as remote work and flextime also reinforce the lifestyle value of the overall rewards package.
  • Retirement Support Retirement benefits like 401(k) matching and profit sharing are highlighted as meaningful components of total rewards. The value can be time-dependent due to vesting requirements that may reduce near-term benefit for shorter-tenured employees.

Brown Brothers Harriman Insights

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The Company
HQ: New York, NY
5,756 Employees
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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