Full-Time

Corporate Advisory and Banking Relationship Manager

Confirmed live in the last 24 hours

Brown Brothers Harriman

Brown Brothers Harriman

5,001-10,000 employees

Provides private banking and investment services

Venture Capital
Financial Services

Compensation Overview

$175k - $225kAnnually

+ Discretionary Bonuses + Profit-Sharing

Expert

New York, NY, USA

Position is based in the New York office.

Category
Commercial Banking
Corporate Finance
Private Equity
Finance & Banking
Requirements
  • BA/BS required
  • MBA or CFA preferred, but not required
  • 10+ years’ financial services experience, preferably in corporate lending, corporate finance or mergers and acquisition
  • Broad and deep corporate finance and capital markets knowledge/training
  • Knowledge of financial markets
  • Knowledge of the M&A/capital raise process
  • Interpersonal maturity, confidence, and poise
  • Experience with financial statement analysis and modeling
  • Strong organizational and written/oral communication skills
Responsibilities
  • Establish and deepen relationships with owners and financial staff of privately held businesses using a corporate finance advisory perspective.
  • Market the BBH value proposition and entire suite of BBH services, including lending, private wealth management, and private equity.
  • Evaluate new strategic credit opportunities.
  • Convert prospect relationships to clients
  • Build a broad network of intermediaries, industry contacts and influencers.
  • Deepen relationships with existing clients such that BBH becomes a trusted advisor to the owners using a corporate finance mindset.
  • Develop relationships with existing clients’ financial staff and provide support for other Relationship Managers in enhancing the overall relationship.
  • Convert lending and advisory relationships to wealth management relationships.
  • Ensure the highest standard of credit administration by working with underwriting team to provide thorough credit analysis.
  • Work with team to ensure thorough and timely credit agendas are prepared, proper documentation is maintained and required financial information is received.
Brown Brothers Harriman

Brown Brothers Harriman

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Brown Brothers Harriman offers a range of financial services including private banking, wealth management, investment advisory, and corporate lending. Their products work by providing tailored financial solutions to both private clients and institutions, helping them manage their assets, plan for the future, and navigate complex financial landscapes. What sets Brown Brothers Harriman apart from competitors is their focus on building strong, personalized relationships with clients, ensuring that their services are aligned with the specific needs and goals of each client. The company's goal is to achieve sustainable performance for their clients while maintaining a commitment to accountability and transparency in all their dealings.

Company Stage

N/A

Total Funding

$254.9M

Headquarters

Boston, Massachusetts

Founded

1818

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on ESG investments aligns with growing investor demand.
  • Technological advancements in Transfer Agency enhance BBH's competitive edge.
  • Strategic hires bolster BBH's services in family business and philanthropy.

What critics are saying

  • Increased competition in Transfer Agency may lead to pricing pressures.
  • Potential overextension from acquiring multiple new stakes could strain finances.
  • Frequent leadership changes may challenge brand identity and client trust.

What makes Brown Brothers Harriman unique

  • BBH's Transfer Agency platform enhancements highlight its commitment to technological innovation.
  • Strategic hire of Mike N. McGrann strengthens BBH's focus on family-owned businesses.
  • BBH's diversified investment strategy mitigates risks across various sectors.

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