Funds Transfer 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.

Join us as a Capital Partners - Funds Transfer Analyst

The Funds Transfer Analyst is responsible for the effective, timely authentication, and processing of client instructions within the Client Account Services group, as a part of Capital Partners. This role manages and oversees all funds transfer requests, including wires, checks, ACH, and book transfers, for Multi-Family Office, Banking, and Institutional clients. She serves as the first point of escalation in cases where instructions cannot be authenticated in accordance with policy, procedures, and/or client profile.

She collaborates with the Supervisor to continuously improve the process in terms of productivity, risk mitigation, and improved client experience.

• Analyze instructions that fall outside standard parameters while adhering to established policies and controls.
• Assess client documentation for completeness and validity, determining authentication before processing.
• Evaluate ambiguous or higher-risk situations and decide the appropriate course of action, escalating when necessary.

• Serve as subject matter expert on funds transfers.
• Identify process enhancements, lead automation efforts, and oversee testing of improvements.
• Recommend and prioritize workflow enhancements to improve efficiency and productivity.
• Proactively identify potential issues and determine corrective actions before they escalated.
• Serve as first point of escalation for funds transfer and authentication issues, resolving or routing as needed.

• Conduct client callbacks to authenticate documentation and instructions per Firm policy.
• Evaluate priorities and determine the optimal sequence for executing sensitive USD or foreign currency transactions.
• Perform sight and rekey verification, identifying discrepancies and determining resolutions.
• Independently resolve high-risk and exception items, ensuring timely delivery and adherence to controls.
• Optimize productivity while remaining responsive to client needs and proactive on problem avoidance.

• BS/BA degree or equivalent work experience, with 2-3+ years of relevant experience in funds transfer, banking operations, or a related field.
• Strong written and verbal communication skills. Proficient in Excel a plus.
• Strong interpersonal, collaboration, and relationship management skills.
• Ability to manage multiple tasks in a fast‑paced deadline driven environment.
• Excellent organizational skills and a strong attention to detail, including risk awareness and ability to identify red flags.
• Ability to exercise independent judgment and work autonomously, as well as collaboratively as part of a team.
• Knowledge of USD and Foreign Currency Payment Processing, Keystone, Pivotal CRM, and Add vantage.

This role can be based in either our New York or Boston locations and will be a hybrid role, with a minimum of three days in office.

NYC: $70k-$90k base salary + annual bonus target

BOS: $65k-$90k base salary + annual bonus target

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 and transferrable…