Relationship Management Analyst

Brown Brothers Harriman•Boston, MA

7d•$65,000 - $90,000•Onsite

About The Position

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.

Requirements

BS/BA required
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

Nice To Haves

2 to 3 years investor servicing industry experience preferred
BBHForce experience a plus but will train

Responsibilities

Assist with relationship management efforts
Assist in the preparation of detailed proposals for Investor Services products
Attend client meetings as appropriate
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
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
Contribute to strategic planning and special projects by gathering information on market segments and clients as part of the sales and relationship plan
Responsible for the preparation of KYC/AML documentation for new and existing relationships