Overview In this role, you manage the firm's presence across third party databases and platforms used by institutional investors and consultants to accurately reflect BBH's investment capabilities. You will partner with Investments, Product Strategy, Performance, Legal/Compliance, and Marketing to gather, validate, and submit materials, while ensuring data quality and regulatory alignment. You'll support institutional sales by monitoring engagement, handling DDQs/RFIs, and coordinating cross functional submissions. The position offers exposure to data governance, platform analytics, and strategic visibility initiatives within a collaborative, client focused environment.
Compensation / Benefits- base salary plus target annual bonus
- profit-sharing
- comprehensive benefits
- professional development opportunities
- time off
- long-term savings or healthcare options
Responsibilities- Maintain and update consultant and industry databases (eVestment, Preqin, etc.) with qualitative and quantitative information
- Collaborate with Investments, Product Strategy, Performance, Legal/Compliance, and Marketing to gather and submit materials (performance, AUM, commentary, personnel updates, product changes, DDQs)
- Implement a quarterly update process to ensure accuracy and compliance
- Monitor platform analytics to identify engagement trends and visibility opportunities
- Serve as primary point of contact for inquiries related to firm strategies, data requests, and DDQs/RFIs
- Support business development and relationship management teams to prioritize consultant channels based on pipeline
- Track consultant ratings, research meetings, and competitive intelligence for sales
- Prepare recurring and ad hoc reporting on consultant coverage, platform activity, and distribution trends
- Ensure high data accuracy and regulatory alignment across external platforms
- Drive process improvements in templates, workflows, and automation
- Maintain internal documentation and version control for submitted materials
- Collaborate with Technology and Data teams to enhance data feeds or integrations
- Liaise with internal and external teams to coordinate timely information for submissions
- Support product positioning by reflecting strategy narratives and differentiators across platforms
- Assist with consultant-related preparation for RFPs, finals presentations, or strategy communications
Key requirements- Bachelor's degree in finance, Economics, Business, or related field
- 3-7+ years of experience in institutional asset management, consultant relations, sales support, product management, or performance/data roles
- Strong understanding of institutional investors, investment strategies, and the consultant ecosystem
- High proficiency in managing large data sets with attention to detail
- Experience with institutional databases (eVestment, Preqin, etc.) and CRM systems (Salesforce preferred)
- Excellent project management skills and ability to prioritize in a fast-paced environment
- Strong written and verbal communication skills and cross-team collaboration ability
- Highly organized and process-driven
- Analytical mindset with attention to data gaps
- Strong sense of ownership and accountability
- Experience with institutional databases (eVestment, Preqin)
- CRM systems (Salesforce preferred)
- Data integrity and quality assurance
