Transfer Agency Supervisor - Alternatives

About the role

The Transfer Agency Supervisor - Alternatives will oversee the process, control, and supervision of investor transactions. This role supports the Alternatives Transfer Agency Team Leader / Manager in day-to-day operations and ensures high client satisfaction. The supervisor may manage alternative transfer agency senior representatives and deputize for Team Leaders in their absence. The department handles all Alternatives Transfer Agency activities.

Responsibilities

• Proactively establish solid client contact through prompt follow-up and assist in client service reviews
• Serve as an escalation point for client service issues and deliverables
• Build appropriate contacts within client organizations and internal departments
• Ensure any service issues are addressed immediately and escalated accordingly, and adequate steps are taken to resolve issues and prevent future occurrences
• Provide mentoring, assistance, guidance, and support to direct reports and other staff
• Supervise all trading activities and ensure compliance with the Funds' prospectus and agreed operating procedures
• Control and monitor related payment instructions and perform associated cash reconciliations
• Supervise and control associated investor reporting such as contract notes and statements
• Deliver high-quality services and deliverables on a timely basis
• Contribute to the productivity of the client service team and BBH's standards of service
• Manage controls efficiently to alleviate potential risk areas
• Comply with all firm policies and procedures
• Identify problems at an early stage, escalate as necessary, and consider all alternatives
• Analyze the root cause of a problem and look for opportunities to improve internal processes
• Challenge the status quo and participate in system project improvement and testing phases

Requirements

• 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

Qualifications

• Education: Bachelor's degree or equivalent

Skills & Competencies

• Fluency in English is mandatory, German and/or French is an asset
• Experience in Transfer Agency, preferably in Alternatives (real estate, debts and private equity funds) environment
• 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

Benefits

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.

Pay

$70,000 - $100,000 + annual target bonus

Schedule

Not specified