Brown Brothers Harriman (BBH)
Institutional Investment Database Manager
New York
Sponsorship not specified$90k-$120kDetected 12 days ago
AccessibilityProduct StrategySalesforceCRMBusiness DevelopmentProcess ImprovementResearchCommunicationCollaborationProblem SolvingMentoringPublic SpeakingAdaptabilityOrganizational Skills
About the role
- At BBH, Partnership is 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.
- The Investment Database Manager is responsible for overseeing the firm's presence across third‑party databases and platforms utilized by institutional investors and consultants.
Responsibilities
- Maintain and update all consultant and industry databases (e.g., eVestment, Preqin, etc.) with both qualitative and quantitative information.
- Implement a quarterly update process to ensure database accuracy and compliance.
- Collaborate with members of our business development and relationship management teams to strategically prioritize consultant based on pipeline and strategic focus.
- Track consultant ratings, research activity, and competitive intelligence to support sales initiatives.
- Identify and implement opportunities to improve workflows, templates, reporting processes, and automation.
- Maintain internal documentation and version control for all submitted materials.
- Collaborate with Technology and Data teams to enhance data feeds or integrations
- Support product positioning by ensuring strategy narratives and competitive differentiators are consistently reflected across platforms.
- Sales & Consultant Support
- Contribute to consultant-related business development efforts, including support for RFPs, finalist presentations, and strategic communications.
Requirements
- Bachelor's degree in finance, Economics, Business, or a related field.
- 5+ years of experience in institutional asset management, consultant relations, sales support, product management, or performance/data roles.
- Strong written and verbal communication skills, with an ability to engage effectively across teams and levels.
- Ability to translate complex investment information into clear, accurate database content.
- 1 - 5+ years of experience in institutional asset management, consultant relations, sales support, product management, or performance/data roles.
- Understanding of institutional investors, investment products, and the consultant ecosystem across public and/or private markets.
- Strong analytical capabilities and experience working with large, complex data sets.
- Attributes for Success
- Highly organized with strong attention to detail and process oriented.
- Analytical and curious, with a problem-solving mindset and a focus on continuous improvement.
- Strong sense of ownership and accountability.
- Proactive, adaptable, and comfortable working in a dynamic environment.
Nice to have
- Experience with institutional databases such as eVestment and Preqin
- experience with CRM systems (Salesforce preferred) is a plus.
Skills
- BBH works 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.
- BBHers can pick up the phone and call any colleague, and they are happy to help.
Compensation
- NY: $90,000 - $120,000 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.
Benefits
- Prepare recurring and ad hoc reporting on consultant coverage, platform activity, and distribution trends.
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