Transfer Agency Supervisor - Alternatives

Reposted 14 Days Ago
Be an Early Applicant
Boston, MA, USA
In-Office
65K-90K Annually
Mid level
Fintech • Financial Services
The Role
Supervise day-to-day alternatives transfer agency operations, ensuring accurate processing of commitments, capital calls, distributions, transfers and redemptions. Manage a small team, client escalations, reconciliations, investor reporting, controls, and process improvements to deliver timely, high-quality service.
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.

The Transfer Agency Supervisor - Alternatives will be responsible for the process, control, and supervision of investor transactions such as the recording of commitments, capital calls, distributions, transfers, and redemptions. S/he support the Alternatives Transfer Agency Team Leader / Manager in the day-to-day aspects of transfer agency operations and to support high client satisfaction. S/he may be responsible for managing alternative transfer agency senior representatives / representatives and will deputize for Team Leaders, in their absence.

The department is responsible for the overall Alternatives Transfer Agency activity. A key element to overall client service is the timely and accurate completion of all deliverables (i.e., all trading activity and reporting is carried out in accordance with the Funds’ prospectus and processed in accordance with the agreed operating procedures). The supervisor is responsible for planning the resources of a small team (1 to 3 persons) to meet all deadlines, monitoring the status of all deliverables, and resolving / escalating any delays or issues that occur.

Responsibilities include, but are not limited to:

Client Service

  • Proactively establish solid client contact through prompt follow-up and assisting in client service reviews

  • Provide filtering and escalation for client requests

  • Serve as an escalation point for client service issues and deliverables

  • Establish appropriate contacts within client organizations and internal departments

  • Build overall credibility and foster trust with clients

  • Ensure any service issues are addressed immediately and escalated accordingly and that adequate steps are taken to resolve issues and prevent future occurrences

People

  • Interact and establish solid relationships with all relevant BBH Teams

  • Provide mentoring, assistance, guidance and support to direct reports and other staff

Productivity

  • Supervise all trading is carried out in accordance with the Funds’ prospectus and processed in accordance with the agreed operating procedures

  • Supervise and control the related payment instructions and perform the associated cash reconciliations

  • Supervise and control the associated investor reporting such as contract notes and statements

  • Deliver a high quality of services and deliverables on a timely manner

  • Contribute to the productivity of the client service team as well as BBH’s standards of service

Risk and Control

  • Manage controls efficiently to alleviate any potential risk areas

  • Comply with all the policies and procedures of the firm

  • Identify problems at an early stage, escalate as necessary and consider all alternatives

Process improvement / Innovation

  • Analyze the root cause of a problem and look for and propose opportunities to close gaps and upgrade internal processes. Challenge the status-quo

  • Participate in system project improvement and testing phase

Education, Skills & Competencies:

  • Bachelor's degree or equivalent

  • Minimum of 4 years Transfer Agency experience, preferably in an Alternatives (real estate, debts and private equity funds) environment

  • Fluency in English is mandatory, German and /or French is an asset

  • Experience in planning, initiating and following through to meet objectives

  • Excellent communication skills

  • Good organization skills with attention to detail

  • Strong written, verbal and presentation skills

  • Aptitude for numbers, accuracy and organization

  • Ability to work accurately and quickly under pressure

  • Knowledge or prior experience of eFront is an advantage

   

Salary Range

70,000 - 100,000 + annual target 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.

Skills Required

  • Bachelor's degree or equivalent
  • Minimum of 4 years Transfer Agency experience
  • Experience in Alternatives (real estate, debt, private equity funds)
  • Fluency in English
  • German and/or French language skills
  • Experience planning, initiating and following through to meet objectives
  • Excellent communication, written, verbal and presentation skills
  • Good organization skills with attention to detail; aptitude for numbers and accuracy
  • Ability to work accurately and quickly under pressure
  • Knowledge or prior experience of eFront

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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