Transfer Agency Team Leader

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges.

We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

As the Alternatives Transfer Agency Team Leader, you will be responsible for the supervision of a team of client service representatives in charge of ensuring service excellence to several clients in the Real Estate, Private Equity and Debt Investment Funds segments.

This will be evaluated on the ability to perform Transfer Agency functions in a controlled and efficient manner while maintaining high client satisfaction. Achieving this will require leadership, initiative, creativity, management skills including delegation and the ability to instill enthusiasm and commitment among team members.

Duties of the TA Team Leader for Alternatives include but are not limited to:

- Ensuring all investor transactions (recording of commitments, capital calls, distributions, redemptions), investor reporting and the associated payments and reconciliations are processed in accordance with the agreed operating procedures
- Ensuring all trading is carried out in accordance with the Funds’ prospectus
- Interacting and establishing a solid relationship with all relevant BBH Teams
- Providing technical support and advise in automation projects
- Ensuring any service issues are addressed immediately, escalated accordingly and that adequate steps are taken to resolve issues and prevent future occurrences
- Providing second level of escalation for clients
- Minimize overtime and to implement additional efficiencies as automation projects are completed
- Manage controls efficiently to alleviate any potential risk areas
- Conducting annual performance appraisals and provide regular feedback based on goals for direct reports
- Organizing and performing training of staff on client specific requirements, as well as cross training to develop depth and breadth of knowledge
- Providing mentoring, assistance, guidance and support to direct reports and other staff
- Ensuring regular team meetings are held and views and feedback are encouraged and sought from all attendees
- a University degree or equivalent through experience
- Transfer Agency experience in an Alternatives (real estate, debts and private equity funds) environment - preferred
- Knowledge or prior experience of eFront is an advantage.
- Proven ability in people management, and ability to delegate and to gain the commitment among team members
- Experience in planning, initiating and following through to meet objectives
- Ability to coordinate across departments/functions when needed to meet client needs
- Ability to identify, recommend and implement solutions
- Excellent communication and client-facing skills
- Can work within a small team in a fast-moving /changing environment
- Fluency in English is mandatory; German and /or French is an asset

What You Can Expect At BBH:
If you join BBH you will find collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, to take on new challenges, to maximize your potential and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program, which emphasizes good health, financial security, and peace of mind. Ultimately, we want to provide you with a position which, at the same time, is both rewarding and allows for a balanced professional and personal experience at every stage of your career. We, here at BBH, focuses on more than just the financial and business thrive. Through our BBH Cares program we offer volunteering opportunities giving you the opportunity to give back to your community and to help transform the lives of others.

Full time

Luxembourg