B

Brown Brothers Harriman

Private banking and wealth management

Junior Transfer Agency Representative

Full-TimeUpdated on 10/15/2026
No salary listed
Junior
Bachelor's
Kraków, Poland
HybridThree days per week in the office; parents of children up to age 4 may work in the office two days per week.
Finance & Banking

About the job

Requirements
  • A BA/BS degree in a business-related field and/or equivalent work experience or internship is desired.
  • A strong interest in banking is desired.
  • Good knowledge of standard Office applications, including Microsoft Word, Excel, and PowerPoint, is desired.
  • Fluency in English at C1 level is mandatory.
  • The role requires the ability to manage documentation accurately and stay organized.
  • The role requires strong administrative skills and the ability to handle multiple tasks and requests simultaneously.
  • The role requires the ability to identify, escalate, and resolve problems.
Responsibilities
  • Process fund activities, including trades, dividends, cash movements, trailer fees, and rebates, on relevant dealing days.
  • Assess documentation provided by investors.
  • Update internal and external interested parties on trading activity.
  • Prepare daily, monthly, quarterly, and annual reports within strict deadlines and in accordance with fund requirements.
  • Build and maintain relationships with customers and their shareholders.
  • Cooperate with colleagues from local and international BBH offices.
  • Ensure accuracy, timeliness, and completeness of all client-related tasks.
  • Communicate professionally and constructively to address and resolve issues with other sections and departments.
  • Ensure adherence to established procedures and controls, including money laundering prevention and banking secrecy.
Desired Qualifications
  • Ability to work quickly and accurately under pressure.
  • Ability to adapt to changes in a fast-paced environment.
  • Ability to work in a team.

About the company

B

Brown Brothers Harriman

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Website

Brown Brothers Harriman (BBH) provides private banking, wealth management, and investment services to private clients, institutions, and corporations. Its offerings include private wealth planning, lending, and advisory services; custody and fund services; cross-border fund solutions; and investment management across equities, fixed income, and alternatives. BBH emphasizes a client-focused, relationship-driven approach with a broad product platform that supports asset gathering, fiduciary services, and corporate lending. The company differentiates itself through a long-standing, private partnership culture, global reach with localized client service, and integrated solutions spanning private banking, investment management, and investor services. The goal is to align client interests with disciplined, value-based investing and comprehensive financial solutions, while maintaining selective, specialized client relationships and a stable, trusted brand.

Company Size

5,001-10,000

Company Stage

N/A

Total Funding

$198.9M

Headquarters

Boston, Massachusetts

Founded

1818

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Simplify's Take

What believers are saying

  • Pictet Asset Management selected BBH on September 2, 2026 for European Active UCITS ETFs.
  • BBH launched Braid on September 9, 2026, targeting high-margin software revenue.
  • Parth Gargava's July 2026 hire expands BBH's digital asset franchise for tokenization mandates.

What critics are saying

  • Kevin Stone replaces Bill Tyree on January 1, 2027; any misstep shakes succession confidence.
  • Braid's September 2026 AI platform faces adoption, model-governance, and liability scrutiny from regulated buyers.
  • BBH depends on institutional mandates like Pictet; losing a few anchors hits earnings fast.

What makes Brown Brothers Harriman unique

  • BBH's 1818 private partnership gives clients long-term continuity, not quarterly public-market pressure.
  • Investor Services combines custody, fund administration, tax, and connectivity across 90 markets.
  • Braid and Infomediary turn BBH's deep operational expertise into reusable technology products.

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Benefits

  • Private medical care
  • Life Insurance
  • Hybrid Work Options
  • Professional Development Budget
  • Wellness Program
  • Paid Vacation
  • Flexible Work Hours
  • Paid Holidays

Company News

PR Newswire
Oct 14th, 2026
Goal Solutions gets minority equity investment from BBH Capital Partners, backing $48B servicing platform

Goal Solutions, a San Diego provider of loan servicing, asset management, SPV administration and analytics services, has received a minority equity investment from BBH Capital Partners Private Equity (BBHCP), the private equity arm of Brown Brothers Harriman. The deal's size was not disclosed. The company will use the capital to expand into new asset classes, improve its services and pursue opportunities across financial services. Its leadership team and business model remain in place. Goal Solutions began its search more than a year ago and hired Houlihan Lokey to find a partner. It chose BBHCP for its flexible approach and history of providing first outside capital to privately held companies. "This partnership gives us additional resources to build on our momentum," said chief executive officer Matt Myers.

Brown Brothers Harriman
Sep 17th, 2026
Brown Brothers Harriman announces Managing Partner succession.

Brown Brothers Harriman announces Managing Partner succession. September 17, 2026 Chief Financial Officer and longtime Partner Kevin Stone to lead BBH's global businesses and drive the firm's next chapter of growth NEW YORK, September 17, 2026 - Brown Brothers Harriman & Co. Privately-owned financial services firm Brown Brothers Harriman (BBH) today announced that Kevin W. Stone has been named Managing Partner, effective January 1, 2027. In this role, Stone will serve as the firm's chief executive officer, succeeding William B. Tyree. Bill Tyree will step down as Managing Partner following more than 40 years with the firm and will continue to serve as a retired General Partner. BBH is a privately-owned global financial services firm focused on two businesses, Capital Partners and Investor Services. Founded in 1818, BBH has navigated more than two centuries of changing global markets by maintaining its independence, focusing on clients, and treating partnership as more than a form of ownership. Leadership transitions are a key part of that continuity, planned with the same discipline and long-term perspective the firm brings to its clients' interests. Stone assumes the role at a time of strong momentum for BBH, reflected in deep client engagement, new relationships, and continued investment in its people, technology, and client solutions. "After more than 42 years at the firm, what I am most proud of is the strength of our people and partnership with clients," said Tyree, Managing Partner of BBH. "Kevin is a trusted leader who has helped shape this firm for more than three decades. He understands what makes our firm distinctive and is exceptionally well positioned to lead BBH through our next chapter of growth and innovation. I have had the privilege of working closely with him for nearly all of his career, and I know our clients, our people, and our partnership are in good hands." Stone, BBH's current Chief Financial Officer and a Partner, brings an enterprise-wide perspective and 34 years of leadership experience to the role. Since joining BBH in 1992, he has held senior positions across Service Delivery, Treasury, and Finance, building a comprehensive understanding of the firm, its businesses, and the clients it serves. Stone has served on BBH's Executive Committee for over a decade, chairs its Finance Committee, and has global responsibility for Finance, Compliance, and Human Resources, supporting 6,000 employees across 18 offices. "For more than 200 years, BBH's success has been rooted in a singular focus: helping our clients succeed," said Stone. "Our private partnership gives us the independence to think long term and invest with purpose in our people, technology, data capabilities, and in innovative solutions that help our clients adapt and grow. Our history gives us perspective, but our future will be earned every day, by listening closely, investing thoughtfully, and delivering with the consistency and care our clients expect. I am honored to lead BBH and confident that our partnership model, our people, and our steadfast focus on clients will continue to set us apart." About Brown Brothers Harriman: Two businesses, one client-first mission Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. For over 200 years, BBH New York has partnered with clients to navigate complexity, innovate with purpose, and succeed in evolving financial markets. As a private partnership, BBH New York is uniquely built to put clients first and deliver success that lasts. Its two key businesses include: Capital Partners is a trusted advisor and investor to private businesses and their owners, wealthy families, and sophisticated institutional investors, partnering with clients to create, grow, and preserve wealth across generations through multi-family office solutions, investment management, private equity, and corporate advisory and banking. Investor Services combines high-touch service, specialist expertise, and innovative technology to provide asset servicing and operating model solutions to global asset managers and financial institutions, spanning custody, global tax, depositary and trustee services, accounting, administration, transfer agency, foreign exchange, and data and connectivity solutions. Brown Brothers Harriman & Co. ("BBH") may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners. (C) Brown Brothers Harriman & Co. 2026. All rights reserved. FIRM-00723-2026-09-14

FF News
Sep 10th, 2026
BBH Launches Braid: AI-Native Platform to revolutionize Financial Data Transformation.

BBH Launches Braid: AI-Native Platform to revolutionize Financial Data Transformation. Brown Brothers Harriman (BBH) has launched Braid LLC, an AI-native technology affiliate designed to automate complex data transformation for financial institutions. By allowing business users to manage data flows through natural language, the platform addresses the persistent bottleneck of manual integration, offering a scalable solution for firms struggling with fragmented legacy systems and evolving market standards. What was announced. Braid LLC is an AI-native data transformation platform built specifically for the regulatory and operational rigour of the financial services sector. The platform aims to replace the traditional, engineering-heavy approach to data integration with an "agentic" AI model. This allows business analysts and operations teams to describe their data requirements in natural language, which AI agents then use to construct transparent, fully auditable transformations. The system operates in a controlled, deterministic environment to ensure that the outputs meet the oversight requirements of regulated organizations. Key features include a centralized oversight dashboard for managing breaks and exceptions, and the ability to handle custom data transformations across various market protocols and reporting requirements. Built by financial services practitioners, Braid is designed to support modern cloud and hybrid architectures while maintaining enterprise security standards. During a 2025 pilot program, Braid demonstrated significant operational impact, reporting efficiency gains of up to 98% across three specific use cases. These included the conversion of data into industry-standard formats, the automation of trade instruction ingestion - outperforming traditional extract, transform, load (ETL) tools - and the unification of disparate data streams from more than 150 external providers. This pilot reportedly saved hundreds of hours of manual effort, proving the platform's ability to turn fragmented, fast-moving data into decision-grade assets. "For too long, data transformation and interoperability have suffered from a lack of capable enterprise solutions. As a result, organizations have been forced to tolerate a fragmented web of bespoke integrations, manual processes, poor change control, and a patchwork of tools. Braid is designed to change that. By combining AI with enterprise-grade controls, Braid empowers teams to build, automate, and oversee production-grade data transformations in hours rather than months. This frees resources to focus on growth, improve client outcomes, and solve the persistent problem of data transformation and interoperability." The companies involved. Brown Brothers Harriman (BBH) is a privately held financial institution with a significant footprint in investor services, investment management, and private banking. The launch of Braid LLC leverages BBH Investor Services' 25 years of deep domain expertise in financial data connectivity and messaging. This background is rooted in the firm's history of managing complex global custody and market connectivity for institutional clients. BBH has historically focused on building proprietary technology to bridge the gap between disparate financial systems, often acting as a critical intermediary in the global markets. Braid represents a formalization of this expertise into a standalone technology affiliate, moving away from purely service-based offerings toward a scalable software-as-a-service (SaaS) model. By positioning Braid as an AI-native entity, BBH is attempting to modernize the data solutions legacy that has defined its operations for over two decades. The new affiliate is designed to satisfy modern operational rigor while helping business users turn fragmented data into trusted assets. What FF News has reported before. FF News has closely tracked BBH's expansion of its digital ecosystem and its role in streamlining market infrastructure. In early 2025, Ascento Capital reported that Euroclear Deploys BBH Infomediary(R) Data Solutions for SWIFT Message Transformation and Network Connectivity, a move that signaled BBH's growing influence in global messaging standards. This was followed by news that BBH's Account Opening API Embraced by European Fund Platforms as Euroclear Adopts the Solution, highlighting the firm's push toward API-led interoperability. Additionally, the firm's global reach was evidenced when BBH Selected by Compañia de Seguros Confuturo SA for Global Custody Services in April 2025. Most recently, the industry saw the initial move toward this new venture with the report that BBH Launches Braid: An AI-Native Platform for Financial Data Transformation. What this means. The launch of Braid reflects a critical shift in the fintech landscape: the transition from "black box" AI to "agentic" AI with enterprise guardrails. For years, the industry has struggled with the "last mile" of data integration, often relying on expensive data engineering teams to maintain brittle ETL pipelines. By enabling business users to generate code through natural language, BBH is putting direct pressure on traditional middleware providers and legacy ETL vendors who have been slow to integrate generative AI. The real test for the sector will be whether these AI-generated transformations can truly maintain the deterministic reliability required during periods of extreme market volatility. Featured speakers.

Associated Press
Sep 9th, 2026
BBH launches Braid, AI-native data transformation platform for financial services

Brown Brothers Harriman has launched Braid LLC, a technology affiliate offering an AI-native data transformation platform for financial services firms. The platform enables business users to describe their data needs in natural language, which AI agents then use to build auditable data transformations. Braid aims to address enterprise data transformation challenges by allowing teams to automate processes in hours rather than months. The platform features centralised oversight, transparent exception management, and enterprise-grade controls designed for regulated environments. In a 2025 pilot with BBH Investor Services, Braid achieved up to 98% efficiency gains across three use cases, including converting data into standard formats and automating trade instruction ingestion. The solution builds on BBH's 25 years of expertise in financial data connectivity and messaging.

Brown Brothers Harriman
Sep 2nd, 2026
BBH selected to support Pictet Asset Management's Active UCITS ETF launch.

BBH selected to support Pictet Asset Management's Active UCITS ETF launch. September 02, 2026 * Investor Services Brown Brothers Harriman (BBH) today announced that it is serving as fund depositary, global custodian, and fund administrator for Pictet Asset Management's launch of Active UCITS ETFs in Europe. September 2, 2026 - Brown Brothers Harriman (BBH) today announced that it is serving as fund depositary, global custodian, and fund administrator for Pictet Asset Management's launch of Active UCITS ETFs in Europe. The launch marks Pictet Asset Management's entry into the active ETF market and extends the firm's long-standing relationship with BBH. The launch marks an important milestone in Pictet Asset Management's European UCITS ETF expansion and builds on a long-standing relationship between the two firms. "With our entry into the European Active UCITS ETF market, we wanted to partner with a proven global ETF fund administrator who knows the European ETF market, that is why we chose BBH," said Antoine Boulet, Senior ETF Strategist at Pictet Asset Management. "Having worked with BBH on the launch of our US ETF offerings, we knew their innovative ETF technology platform and comprehensive service offering would be key factors in supporting our European range." "We're pleased to support Pictet Asset Management as they bring their active investment capabilities to the European ETF market," said Andrew Craswell, Head of Client Relationship Management for Investor Services in Europe at BBH. "Our integrated custody and fund administration capabilities, combined with our global operating model and deep European ETF expertise, position us well to support Pictet's growth ambitions and evolving product strategy." About Brown Brothers Harriman (BBH) Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. For over 200 years, BBH New York has partnered with clients to navigate complexity, innovate with purpose, and succeed in evolving financial markets. Its 6,000 employees serve clients and their investments in over 90 markets from 18 offices worldwide. As a private partnership, BBH New York is uniquely built to put clients first and deliver success that lasts. BBH Investor Services is a leading provider of asset servicing and operating model solutions to global asset managers and financial institutions. Asset servicing solutions include custody, global tax services, depositary and trustee, accounting, administration, and transfer agency. Operating model solutions solve platform, data, and connectivity challenges across open-architecture operating models. BBH New York support clients' growth, operational efficiency and resiliency, and streamline reporting and oversight. About Pictet Asset Management Pictet Asset Management includes all the operating subsidiaries and divisions of the Pictet group that carry out institutional asset management and fund management. Pictet Asset Management Limited is authorised and regulated by the UK's Financial Conduct Authority. At 30 June 2026, Pictet Asset Management managed USD 352 / CHF 286 / EUR 310 / GBP 267 billion in assets. Pictet Asset Management has eighteen business development centres worldwide, extending from London, Brussels, Geneva, Frankfurt, Amsterdam, Luxembourg, Madrid, Milan, Paris and Zurich to Hong Kong, Taipei, Osaka, Tokyo, Singapore, Shanghai, Montreal and New York. About Pictet Group The Pictet Group is a partnership of owner-managers, with principles of succession and transmission of ownership that have remained unchanged since its foundation in 1805. The Group focuses exclusively on wealth management, asset management, alternative investments and related asset services. It does not engage in investment banking, nor does it extend commercial loans. With CHF 757 (EUR 813/USD 955/GBP 710) billion in assets under management or custody as of 31 December 2025, the Pictet Group is today one of Europe's leading independent wealth and asset managers for private clients and institutional investors. Founded and headquartered in Geneva, Switzerland, the Pictet Group currently employs some 5,500 people. It has 31 offices worldwide, in Amsterdam, Barcelona, Basel, Brussels, Dubai, Frankfurt, Geneva, Hong Kong, Lausanne, Lisbon, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, New York, Osaka, Paris, Rome, Shanghai, Singapore, Stuttgart, Taipei, Tel Aviv, Tokyo, Turin, Verona and Zurich. Brown Brothers Harriman & Co. ("BBH") may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners. (C) Brown Brothers Harriman & Co. 2026. All rights reserved. IS-11744-2026-08-20