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Brown Brothers Harriman
Brown Brothers Harriman
location iconLocations: Kraków
level iconLevel: specialist
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.

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.

We are currently looking for:

Operations Lead Specialist - Trade Settlement
Location: Kraków, małopolskie

At Brown Brothers Harriman we believe no job is too big or too small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Join us as an Operations Lead Specialist – Trade Settlement

As an Operations Lead Specialist Trade Settlement you would be responsible for assisting the Supervisor with day to day work, enhancing productivity, reducing Risk Profile and Enhancing Client Experience as related to highly complex and client specific security related transactions. You would be a Subject Matter Expert related to processing activities and inquiries on such as: settlement of instructions, trade status updates, processing and recording and reporting as well as reconciliation. As a Subject Matter Expert you are expected to assist team members as needed for trade expertise and back-up. You would also be a back-up for all functions, including some Supervisor tasks, and you will assist Management in the identification and resolution of issues. You must have the ability to identify market related issues on instructions (missing or conflicting requirements) and communicate these issues along with expected resolution directly to clients in a formal setting (such as a call or meeting with other LOB managers or clients). You should have a direct focus on meeting the Standards and Goals of the department. You proactively identify trends that will aid in the increased STP for both the Division as well as the Client, adding to the overall Client Experience by acting as a direct contact related to a specific client relationship or process.

Some of your key responsibilities include:

  • Assist Supervisors in Workflow Management
  • Independently manage client specific processes and provide daily feedback and reporting
  • Act as dedicated point of contact for specifically identified client processes
  • Processing and analysis of complex and client specific instructions
  • Assists with testing of system enhancements and/or new systems
  • Reviews and resolves pre-settlement & post settlement discrepancies with internal and external parties
  • Understands market settlement procedures and restrictions
  • Perform various edit checks on all electronic trades
  • Verify (dual controls) information prior to release to other areas of the firm as well as release to market
  • Escalate known or potential issues to management including any potential exposure items on trades not settling by deadline or trades being held over night
  • Help ensure all deadlines and requirements are being met
  • Assist team members and supervisors with daily tasks as Subject Matter Expert
  • Resolve transaction related problems using established procedures or client documentation and available systems
  • Analyze trends and provide feedback on instruction content and format as related to market requirements/standards
  • Ensure timely response to internal and external requests
  • Ability to clearly and professionally communicate instruction related issues to clients
  • Provide superior client service
  • Work proactively with clients and internal areas to improve instruction and process flow


  • BS/BA degree or equivalent work experience
  • At least 2 years of Custody/Operations experience
  • Excellent proven written and verbal communication skills
  • An aptitude for thorough analytical and problem resolution
  • Proven ability to provide feedback and guidance to clients effecting change in behavior and overall satisfaction
  • Self-starter, proactive and objective oriented
  • Ability to execute tasks with little direction, and plan time effectively to meet deadlines
  • Ability to multitask and deal with competing priorities
  • Ability to identify, analyze, resolve and when needed escalate a problem

What we offer:

  • A collaborative environment that enables you to step outside your role to add value wherever you can
  • Direct access to clients, information and experts across all business areas around the world
  • Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
  • A culture of inclusion that values each employee’s unique perspective
  • Employment stability with indefinite contract from day one
  • High-quality benefits program emphasizing good health, financial security, and peace of mind
  • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
  • Volunteer opportunities to give back to your community and help transform the lives of others
For more information please visit our website

This job is no longer available

Recruitment process for this position has ended.

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