Transfer Agency FPM Analyst

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.

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!

Location: Kraków

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

The Transfer Agency Fund Profile Management (TA FPM) team ensures the successful integration and coordination of new business & product implementations alongside client conversions. 

The TA FPM Analyst will be responsible  gathering all relevant information relating to fund set up, populating the related set up forms and subsequently inputting all this information into the TA applications. The Analyst will be expected to handle more complex client and fund launches as required. They will also be responsible for reviewing the set ups performed by the Senior FPM Representatives and ensuring all fund set up deadlines are met.

On this position you will be responsible for:

• Assist with the on-boarding and migration of new clients as it relates to the setup of the funds in the necessary TA systems.
• Partake in client discussions to understand client goals, TA workflows, TA business needs, gaps and opportunities
• Understand fund documentation, e.g. Prospectus, and identify key information within the documentation.  Be able to translate this information into system friendly language
• Understand the system architecture and functionality so that queries can be dealt with quickly and accurately
• Escalate issues to the TA Senior FPM Analyst and Manager if a fund set up error has been identified post launch.
• Assist with the development and documentation of proposed solutions to fill gaps when identified
• Ensure all fund and share class launches are set up on time and accurately.  Ensure the launch tracker (JIRA) is kept up-to-date with launch statuses.
• Identify and eliminate any unnecessary manual tasks, replace with automation
• Issue/Error Ownership – escalate, track and resolve issues.  Identify preventative measures to avoid reoccurrence
• Ensure all procedures are kept up-to-date and follow internal Risk guidelines

What we’re looking for:

• BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience; MBA a plus.
• 3 to 5+ years related work experience.
• Financial Services industry knowledge and experience required; knowledge of BBH very strongly preferred.
• Background in Transfer Agency preferred; broad understanding of the key roles assumed by Transfer Agency expected.
• Proficiency with MS Office applications such as Word, Excel and PowerPoint.  Experience with Access, Project, VBA for Excel or Access a plus (not required).
• Project skills: organization, discipline
• Independence: drive, ownership and follow through
• Creativity: problem solving, lateral thinking, strong intellectual curiosity and capability; asks questions; forward looking

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.