Operations Specialist - Trade Management

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.

POSITION SUMMARY

The Operations Specialist – Trade Management is responsible for performing specialized operational securities processing activities in support of the firm’s business lines.  This includes activities such as; instruction receipt, authentication and routing, entry instruction and verification, processing and recording and reporting and reconciliation.  The Operations Specialist must have the ability to identify market related issues on instructions (missing or conflicting requirements) and communicate these issues along with expected resolution directly to clients.  The Specialist should also identify trends that will aid in the increased STP for both the Division as well as the Client, adding to the overall Client Experience.

PRINCIPAL RESPONSIBILITIES

• Transaction Processing

  • 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

  • Re-key - Faxed trade tickets are entered into GTPS

  • 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

• Conflict Resolution

  • Resolve transaction related problems using established procedures or client documentation and available systems

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

• Communication

  • Ability to clearly and professionally communicate instruction related issues to clients

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

  • Provide superior client service

KNOWLEDGE, SKILLS AND ABILITIES

• BS/BA degree or equivalent work experience

• Strong written and verbal communication skills

• An aptitude for analytical and problem resolution

• 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

   

Salary Range

Boston: $45,000 - $60,000 base salary + annual performance bonus

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

 

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.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.