Brown Brothers Harriman (BBH)
Institutional Investment Proposal Coordinator
New York
Sponsorship not specified$65k-$90kDetected 26 days ago
ExcelCommunicationMentoringOrganizational SkillsMicrosoft Office
About the role
- This role works closely with the RFP Team, Relationship Managers (RAs), Subject Matter Experts (SMEs), and internal stakeholders to ensure accurate, timely, and compliant responses to investor and consultant inquiries.
Responsibilities
- DDQ & RFP Support
- Maintain details on team updates, additions, and departures and coordinate with internal teams as needed
- Track deadlines and support timely submission of requests
- Perform quality checks to ensure consistency, accuracy, and completeness
- Support the maintenance and periodic refresh of standard RFIs
- Brown Brothers Harriman Credit Partners, LLC is an affiliate of Brown Brothers Harriman & Co. (together 'BBH').
- Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts.
- Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
- Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers.
Requirements
- Bachelor's degree or equivalent experience
- 2-5 years of experience in asset management, financial services, RFP/DDQ, or a related role
Nice to have
- Familiarity with RFP/DDQ processes in asset management
- Experience with Qvidian or similar content management/RFP platforms
- Basic understanding of investment products and portfolio data
- Proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Detail-oriented and process-driven
- Strong follow-up and documentation skills
- Collaborative and comfortable working with cross-functional teams
- Willingness to learn and take on increasing responsibility
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: $65,000 - $90,000 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
- Additional Coverage & Cross-Team Support
- Provide additional coverage for the RFP/DDQ team during peak periods or team absences
- Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
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