Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for almost 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia..
BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.
This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence.
As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.
The Fund Services Advisory Team provides technical training, expertise, and guidance for various global business lines within the Investor Services group. The primary lines of business that this position would support include Transfer Agency, Custody, Fund Accounting, Financial Reporting, Expense Administration, and Fund Compliance.
We work in collaboration with other BBH business lines and are responsive to client requests and industry trends. We are proactive on the identification and execution of innovative solutions that will assist clients and business partners in meeting their goals.
There is currently an Advisory team presence in Boston, Krakow, and Dublin, and we are a globally focused group serving internal clients in Boston, Denver, Dublin, Krakow, Luxembourg, Tokyo & Hong Kong. As the Poland office continues to grow, so too do the offerings provided by the Advisory group.
As a key member of this group, the Training Analyst will work closely with internal business lines to support all technical training needs within the local business units. Driven by hiring volumes and business demands, the Training Analyst will adapt to staffing demands, priorities, and initiatives. In addition to supporting the growing demands of the Poland office, the role provides training support to the global offices via virtual delivery and limited travel.
Training Design, Development, & Facilitation:
- Deliver technical training to support hiring global volumes, using varied mediums (e.g. instructor-led training, webinars, etc.)
- Master technical topics within the Training course catalogue applicable to the local offices needs
- Advocate the needs of European offices for consideration in future training course development prioritization
- Develop training materials by partnering with subject matter experts for validation, review, and exercises
- Provide regular training updates through strategy meetings and the creation and circulation of a monthly training calendar to all staff within the business lines.
- Support the needs of the global Advisory function through the Learning Management System
Qualification:
- Primary degree (finance or accounting related concentration is preferred), and/or equivalent work experience
- Minimum of 3-5 years of related financial services experience; Transfer Agency and/or Custody experience preferred
- Excellent presentation / classroom facilitation skills (delivery of a 5 minute presentation on a topic of your choice is required during the interview process)
- Fluency in spoken and written English
- Excellent interpersonal, oral and written communication skills
- Familiarity with online meeting tools (e.g. GoToMeeting, etc.)
