Institutional Investment Proposal Coordinator

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.

RFP/DDQ Analyst

Position Summary

The RFP/DDQ Analyst supports the firm’s RFP, DDQ, and RFI processes by maintaining content libraries, coordinating data updates, and assisting with client and consultant requests. 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. The ideal candidate is highly organized, detail-oriented, and comfortable working with data, documents, and multiple stakeholders in a fast-paced environment.

Key Responsibilities

Qvidian RFP Library/Content Management

• Serve as a Qvidian coordinator, supporting the firm’s response content library

• Field and collect new or updated content from Relationship Managers (RM) and Subject Matter Experts

• Review, organize, and upload approved responses into the Qvidian library

• Ensure content is current, accurate, and aligned with firm messaging and compliance standards

DDQ & RFP Support

• Assist with the preparation and completion of Due Diligence Questionnaires (DDQs) and RFPs

• Populate responses using approved Qvidian content and validated data sources

• 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

Standard RFI Maintenance

• Support the maintenance and periodic refresh of standard RFIs

• Review responses for accuracy and consistency with current firm data and positioning

RFP Audit & Quality Control

• Assist with RFP audits, coordinating cross-department reviews and tracking progress

• Identify outdated or inconsistent content and flag for review or revision

Additional Coverage & Cross-Team Support

• Provide additional coverage for the RFP/DDQ team during peak periods or team absences

• Assist with ad hoc projects related to client reporting, content management, or data validation

Required Qualifications

• Bachelor’s degree or equivalent experience

• 2-5 years of experience in asset management, financial services, RFP/DDQ, or a related role

• Strong attention to detail and organizational skills

• Ability to manage multiple tasks and deadlines simultaneously

• Strong written communication skills

Preferred Qualifications

• 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)

Key Competencies

• 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

   

Salary Range

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. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

 

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman Credit Partners, LLC is an affiliate of Brown Brothers Harriman & Co. (together ‘BBH’). BBH is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. 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.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. We look to invest in the relationships, technologies, products, and development we believe are in the long-term interests of our clients and our people. 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. Because we know, our success begins with yours.

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.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.