Relationship Management Analyst

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Relationship Management Analyst (RMA)

The Relationship Management Analyst (RMA) plays an important role in supporting the business development efforts of the Sales and Relationship Managers through sales support and research activities of prospects and clients. Through continual hands on training and support/direction from manager, the RMA is expected to proactively study the Investor Services industry and BBH sales, relationship management and operational processes, with the intention of assuming the role of a Sales Manager or Relationship Manager in due course. The RMA plays an important role in the research and presentation of BBH practices, data and trends to assist in the completion of Request for Proposal documents.        

Sales Support and Relationship Management

Assist with relationship management efforts

Assist in the preparation of detailed proposals for Investor Services products

Attend client meetings as appropriate

Research and Analysis

Identify, recommend and create new tools for defining prospects (for Sales RMs)

Under supervision, create pro-forma profitability and revenue projections for new business bids for existing and new clients

Conduct and present detailed market and specific company research, including detailed profiling of current clients’ businesses to identify current service providers, estimates of current fees, and product details for review by Relationship Manager

Remain knowledgeable of changing industry initiatives

Various other ad hoc assignments, including financial modeling with direction from manager

Relationship Support

Responsible for creating, editing and monitoring all client account documentation within the team

Supports various ad hoc projects to document legal and operational requirements of clients

Produce client and prospect presentations as required

Assists Relationship Managers with the execution of the deliverables on the client's relationship plan as required

Responsible for the coordination of Due Diligence visits and questionnaires

Assist in the account opening process

Planning and Strategy

Contribute to strategic planning and special projects by gathering information on market segments and clients as part of the sales and relationship plan

Education level and/or relevant experience(s):

BS/BA required

2 to 3 years investor servicing industry experience preferred

2 to 3 years of sales/marketing experience desired but not essential

Knowledge and skills (general and technical):

Familiarity with Financial Institutions (banks, mutual fund managers, insurance companies etc)

Core Investor Services product knowledge

Communication skills with demonstrated presentation skills and excellent writing ability (writing sample required)

Strict attention to detail with proven ability to see open issues through to resolution

Ability to interact in a professional manner at all levels, both internally and externally to BBH

Ability to juggle several duties and troubleshoot while maintaining an upbeat personality

Ability to quickly learn new about new products/materials

Strong client service skills for both external and internal purposes

Other requirements (licenses, certifications, specialized training, physical or mental abilities required):

Responsible for the preparation of KYC/AML documentation for new and existing relationships

BBHForce experience a plus but will train

Available to work overtime if needed

Some travel will be required in this role

We are an equal opportunity employer and all qualified applicants will recei