Institutional Investment Database Manager
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Responsibilities
- Database & Content Management
- Maintain and update all consultant and industry databases (e.g., eVestment, Preqin, etc.) with qualitative and quantitative information about our firm and investment capabilities.
- Partner with various teams, including Investments, Product Strategy, Performance, Legal/Compliance, and Marketing, to gather, validate, and submit required materials (performance, AUM, commentary, personnel updates, product changes, DDQs).
- Implement a quarterly update process to ensure database accuracy and compliance.
- Monitor platform analytics to understand engagement trends and identify opportunities to increase visibility.
- Sales & Consultant Support
- Serve as the primary point of contact for inquiries related to firm strategies, data requests, and due diligence questionnaires (DDQs/RFIs).
- Work closely with members of our business development and relationship management teams to ensure consultant channels are prioritized and supported based on pipeline and strategic focus.
- Track consultant ratings, research meetings, and competitive intelligence to support sales initiatives.
- Prepare recurring and ad hoc reporting on consultant coverage, platform activity, and distribution trends.
- Data Integrity & Process Improvement
- Ensure high standards of data accuracy, consistency, and regulatory alignment across all external platforms.
- Drive continuous improvements in consultant database processes, templates, workflows, and automation opportunities.
- Maintain internal documentation and version control for all submitted materials.
- Collaborate with Technology and Data teams to enhance data feeds or integrations where applicable.
- Cross-Functional Collaboration
- Liaise with internal BBH teams (Performance, Marketing, and Compliance) and external teams (eVestment Omni) to coordinate timely information for database submissions.
- Support product positioning efforts by ensuring strategy narratives and competitive differentiators are accurately reflected across platforms.
- Assist with consultant-related preparation for RFPs, finals presentations, or strategy communications as needed.
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 (public and/or private markets), and the consultant ecosystem.
- High proficiency in managing large data sets with exceptional attention to detail.
- Experience with institutional databases (eVestment, Preqin, etc.) and CRM systems (Salesforce preferred).
- Excellent project management skills, with the ability to prioritize multiple deliverables in a fast-paced environment.
- Strong written and verbal communication skills, with an ability to collaborate across teams and seniority levels.
- Attributes for Success
- Highly organized and process-driven.
- Analytical mindset with an ability to identify inconsistencies or data gaps.
- Strong sense of ownership and accountability.
- Team-oriented, proactive, and service-minded.
- Ability to translate complex investment information into clear, accurate database content.
- Salary Range
- NY: $90,000 - $120,000 base salary + target annual bonus
- We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career
Benefits
Additional Information
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. We take that responsibility seriously. With a 200-year BBH legacy and a shared passion for what's next, this is the right place to build a fulfilling career. The Consultant Database Manager is responsible for managing the firm's presence across third‑party databases and platforms utilized by institutional investors and consultants. This role will ensure accurate, timely, and compelling representation of our institutional investment capabilities. This role plays a critical part in supporting institutional sales efforts by maintaining high-quality data, responding to consultant inquiries, coordinating across internal stakeholders, and enabling broader visibility and accessibility of our capabilities.
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