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.
Key Responsibilities : Product :
Ensure 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
Ensure all trading is carried out in accordance with the Funds’ prospectus
Interact and establish a solid relationship with all relevant BBH Teams
Review and reorganize functional tasks for maximum efficiency and implement new procedures / enhancements. Regular reviews and updates to procedures should be carried out
Ensure that efficiency improvements and automation are identified and implemented
Provide technical support and advise in automation projects
Provide subject matter expertise in fund launch projects, due diligences and client / prospect presentations
Client Relationship :
Establish solid and frequent client contact
Ensure any service issues are addressed immediately, escalated accordingly and that adequate steps are taken to resolve issues and prevent future occurrences
Provide second level of escalation for clients
Remain knowledgeable of changing internal / industry initiatives (attend to presentations / updates / information sessions) and continually educate clients
Improve Efficiency :
Review and reorganize functional tasks for maximum efficiency
Minimize overtime and to implement additional efficiencies as automation projects are completed
Manage controls efficiently to alleviate any potential risk areas
Staff Management :
Conduct annual performance appraisals and provide regular feedback based on goals for direct reports
Participate in the interview and selection process for job applicants where appropriate
Organize and perform training of staff on client specific requirements, as well as cross training to develop depth and breadth of knowledge
Ensure adequate staffing levels are in place, to meet both daily and future business requirements
Provide mentoring, assistance, guidance and support to direct reports and other staff
Participate in the career development of staff and act as a positive role model and mentor
Ensure regular team meetings are held and views and feedback is encouraged and sought from all attendees
Key Requirements :
University degree or equivalent through experience
Minimum of 5 years Transfer Agency experience in an Alternatives (real estate, debts and private equity funds) environment
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.