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
Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old
The Senior Performance Measurement Representative performs analytical and less standard control and client servicing activities to ensure accurate and timely performance measurement reporting for BBH’s clients according to established standards. The Senior Representative is responsible for more complex tasks under direct supervision of the Performance Measurement Manager .
Some of your key responsibilities include:
Analysis/Client Servicing
- Calculates, analyzes, reviews and reports performance calculations, dividend yields and/or 30 day SEC yields and attribution (as necessary) for BBH clients.
- Provides data to database companies including portfolio holdings and information to calculate accurate performance and statistics
- Fields and responds to more complex client inquiries and escalates issues
- Exhibits sound understanding of BBH products and services
Risk and Control
- Ensures the accurate and timely performance measurement and attribution reporting (as necessary); Reconciles and analyzes data source for calculations; Prepares reporting with necessary supporting documentation for review by Manager
- Responds to internal and external audit requests promptly and accurately
- Contributes to departmental procedures
- Ensures adherence to all established procedures and controls
Technology, Innovation and Productivity
- Uses internal systems to gain full knowledge of applications as they relate to the responsibilities of the Performance Measurement group
- Compiles, monitors and verifies data used within internal systems
Desired Qualifications:
- BA/BS degree (finance or accounting concentration preferred), and/or equivalent work experience.
- 2 years mutual fund industry experience in a mutual fund accounting or performance measurement related role
Knowledge and skills (general and technical)
- Knowledge of SEC N-1A and N-2 requirements and or separate account performance are a plus.
- Strong analytical and problem solving skills.
- Ability to plan and prioritize assignments through multi-tasking while dealing with competing deadlines.
- Written and oral communication skills.
- Strong knowledge of Excel is a plus.
- Client service skills.
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
- Contracts for an indefinite period, from day one
- 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.
Top Skills
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.
