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- Tasks: Support Sales Managers with research, proposals, and client meetings.
- Company: BBH is a leading global financial services firm with a 200-year legacy.
- Benefits: Enjoy flexible work options, a strong benefits programme, and volunteer opportunities.
- Why this job: Perfect for those eager to kickstart a career in Sales within a supportive culture.
- Qualifications: BS/BA required; 2-3 years in investor servicing or sales/marketing preferred.
- Other info: Diverse experiences are valued; apply even if you don't meet every qualification.
The predicted salary is between 30000 - 42000 £ per year.
At BBH, Partnership is more than a form of ownership—it’s 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 legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.
The Sales Analyst plays an important role in supporting the business development efforts of the Sales Managers through sales support and research activities of prospects and clients. Through continual hands-on training and support/direction from manager, the Sales Analyst is expected to proactively study the Investor Services industry and BBH sales, relationship management and operational processes. The Sales Analyst 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.This is an ideal role for someone looking to develop a career in Sales.
Sales and Relationship Management Support
- Assist with sales and relationship management efforts, preparing detailed proposals for Investor Services products and attending client meetings as appropriate
- Support in development of Sales plans by researching assets, analysing competitors and market insights.
- Provide Conference support including cross referencing attendees, researching previous attendees, identifying salesforce owners, coordinating with Sales Managers, collating feedback, issuing invitations to events and managing logistics.
- Oversight of pipeline (quality control), deal insertion and progression into SalesForce
- Support Deal Management governance consisting of assisting BBH bid internal approval process, attendance and progressing of governance meetings, coordination with product, operations and segment heads for meeting attendance, analysis of fund docs to extract current pricing and competitors and coordination with RFP team.
- Manage Marketing material support and coordination
- Produce SAS monthly report
- Review Sales process optimisation with BBH force group
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 Sales Manager
- Remain knowledgeable of changing industry initiatives
- Various other ad hoc assignments, including financial modeling with direction from manager
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
What We Offer:
- Opportunities to grow your expertise, take on new challenges, and reinvent yourself within the Firm
- A culture of inclusion that values each employee’s unique perspective
- High-quality benefits program emphasizing good health, financial security, and peace of mind
- Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
- Volunteer opportunities to give back to your community and help transform the lives of others
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 (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work 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. As a private partnership, every investment we make is 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.
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Sales Analyst - Fixed-term 12 months employer: Brown Brothers Harriman
Contact Detail:
Brown Brothers Harriman Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Analyst - Fixed-term 12 months
✨Tip Number 1
Familiarise yourself with the Investor Services industry. Understanding the key players, trends, and challenges will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or webinars to connect with potential colleagues and learn more about BBH's culture and values.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've used them in past roles. Be ready to provide examples of how you've conducted market research or supported sales efforts in previous positions.
✨Tip Number 4
Showcase your communication skills by preparing a brief presentation on a relevant topic in the Investor Services field. This will highlight your ability to convey complex information clearly, which is crucial for the Sales Analyst role.
We think you need these skills to ace Sales Analyst - Fixed-term 12 months
Some tips for your application 🫡
Understand the Role: Before applying, take the time to thoroughly understand the responsibilities of a Sales Analyst at BBH. Highlight your relevant experience in sales support, research activities, and any familiarity with the Investor Services industry in your application.
Tailor Your CV: Make sure your CV is tailored to the job description. Emphasise your communication skills, attention to detail, and any experience you have with financial institutions or sales processes. Use specific examples to demonstrate your capabilities.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your enthusiasm for the role and the company. Mention how your background aligns with BBH's values and how you can contribute to their business development efforts.
Prepare a Writing Sample: Since excellent writing ability is required, prepare a writing sample that demonstrates your analytical skills and clarity of thought. This could be a report or presentation you've created in the past that showcases your ability to communicate complex information effectively.
How to prepare for a job interview at Brown Brothers Harriman
✨Understand the Role
Make sure you have a clear understanding of the Sales Analyst position and its responsibilities. Familiarise yourself with BBH's Investor Services and how they support business development efforts. This will help you articulate how your skills align with the role during the interview.
✨Research BBH and the Industry
Dive deep into BBH's history, values, and recent developments in the financial services industry. Being knowledgeable about the company and its competitors will demonstrate your genuine interest and commitment to the role.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle multiple tasks. Prepare examples from your past experiences where you successfully managed competing priorities or resolved issues, showcasing your attention to detail and client service skills.
✨Showcase Your Communication Skills
Since the role requires excellent writing and presentation skills, be ready to discuss your previous experiences where you effectively communicated complex information. Consider bringing a writing sample that highlights your ability to convey ideas clearly and professionally.
