Funds Management 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.

Brown Brothers Harriman is currently recruiting an Investor Management Specialist for Alternative Products within our Funds Administration team. Join a growing team to support a rapidly growing area of business for BBH. With the increased focus on launching alternative products and expanding our investor fundraising channels, the Investor Management Specialist will play a key role in supporting these efforts. Investor Management involves onboarding, offboarding, and maintenance of investors in our Private Funds. In this role, you will learn the “why” and the “how” behind the operations and logistics of a Private Fund and gain an appreciation for creating a good client experience. You will gain exposure to all BBH Alternative Products, with a primary focus on Private Funds.

Investor Onboarding

• Coordinate investor onboarding process for BBH Private Funds: review investor preclearance requests; review subscription documents; compile investor data from various sources; log and communicate investor activity to various internal parties.
• Serve as liaison among relationship management teams, fund accounting, risk, compliance, and operational departments in onboarding investors to BBH Private Funds.

Investor Relationship Management

• Serve as primary contact for relationship teams to support their investment advisory clients in BBH Private Funds and for investors outside of BBH’s investment advisory business.
• Contact investors to support Private Fund activity, including capital calls, distributions, transfers of interest
• Serve as primary Know Your Customer coordinator to comply with anti-money laundering requirements. Outreach to investors can range from contacting a few investors to all investors in a fund depending on support necessary for Fund activity.
• Manage investor inquiries and coordinate input from internal stakeholders when necessary to support investor requests.
• Work closely with Fund administrator to troubleshoot client experience issues.
• Handle logistics of investor portal access with Fund administrator.

Investor Offboarding

• Review account closing requests for BBH Investment Advisory clients and provide guidance to the relationship teams on offboarding their clients’ with BBH Private Fund investments.
• Prepare offboarding packages and coordinate investor setup on our books and records for their offboarding.

Process Enhancements

• Identify processing gaps related to the onboarding and maintenance of investors in BBH Private Funds; present solutions to management and work to implement solutions.
• Create and maintain team procedures as needed.
• Support implementation of ongoing projects to improve investor experience.

Qualifications

• Bachelor's degree and 2+ years of relevant work experience
• Relevant client service experience
• Familiarity with alternative investment strategies and structures is a plus
• Ability to analyze complex issues and make sound decisions
• Effective collaboration and influencing skills
• Knowledge of BBH products, practices, and investment philosophy a plus
• Demonstrated ability to work in a team environment with a commitment to success
• Strong quantitative and qualitative analysis skills
• Strong conceptual and critical thinking skills
• Project management experience is highly preferable
• Excellent written communication skills
• Ability to work independently
• Experience with Microsoft Excel required; Copilot experience is a plus
• Unquestionable integrity and character

Salary Range

NY: $75,000 - $90,000 base salary + target annual bonus

MA: $65,000 - $90,000 base salary + target annual 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. 

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.