Transfer Agency Supervisor - Alternatives

Transfer Agency Supervisor
- Alternatives

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:

• 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

• Interact and establish solid relationships with all relevant BBH Teams
• Provide mentoring, assistance, guidance and support to direct reports and other staff

• 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

• 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

• 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

$65,000 - $90,000 base salary + 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…