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Brown Brothers Harriman

Private banking and wealth management

Operations Supervisor - Institutional Middle Office

Business OperationsPosted on Nov 5
Full-timeBoston, MA, USAIn-person

About the Job

Requirements

  • A Bachelor of Arts degree or equivalent is required.
  • Proficiency in Microsoft Office is required; advanced Excel skills are preferred.
  • Knowledge of industry regulations, financial markets, and industry vendor products such as matching utilities, custodians, and accounting platforms is preferred.
  • Experience working with applications such as Bloomberg, DTTC ITP, SWIFT, and FactSet is required.
  • Ability to stay focused on detailed information for long periods of time is required.
  • Ability to discern numbers and number sequences and demonstrate reading comprehension is required.
  • Ability to manage hourly and daily deadlines is required.
  • Ability to read, write, and speak English is required.

Responsibilities

  • Review and verify employees’ processed transactions and reporting for accuracy and completeness, including settlement of security and cash trades, cash transactions, loan settlement, collateral settlement, and corporate actions.
  • Ensure team members meet deadlines established in client service agreements or required by clients’ counterparties.
  • Provide employees with feedback and assess their performance.
  • Assign daily responsibilities, projects, and schedules to staff on the team.
  • Interview candidates and make hiring decisions.
  • Conduct career coaching discussions and develop team staff.
  • Take disciplinary action as appropriate.
  • Ensure procedures and best practices are accurate, complete, up to date, and communicated.
  • Review processes and errors to identify potential risks, suggest process improvements and automation to the Manager, coordinate team audit inquiries, ensure data privacy and data integrity, and escalate cyber risks.
  • Back up the Manager in day-to-day client interactions, including attending client meetings on the Manager’s behalf as needed.
  • Attend project meetings supporting departmental product enhancements and new-client onboarding.
  • Train new hires to use BBH technology and vendor products.
  • Maintain in-depth knowledge of BBH applications.

Desired Qualifications

  • Advanced Excel skills.
  • Knowledge of industry regulations, financial markets, and industry vendor products such as matching utilities, custodians, and accounting platforms.

About the Company

Brown Brothers Harriman

Private banking and wealth management

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
Not listed
Total funding
$198.9M
Headquarters
Boston, MA
Founded
1818

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