Company Overview
Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Position Summary
Brown Advisory is seeking a proactive, resourceful, and versatile individual to serve as an Portfolio Analyst (PA) for Brown Advisory’s Outsourced Chief Investment Officer (OCIO) team. The ideal candidate is a motivated individual who is able to help drive change and solve complex challenges by utilizing data and their analytical capabilities. Specific functional expectations are to help support ongoing client reporting needs, ensure accurate and timely portfolio updates, maintain proprietary databases to support investment decision making, among other responsibilities. The role will be dynamic and day-to-day responsibilities will evolve commensurate with experience, interests, and client needs.
Essential Functions/Responsibilities:
Generate monthly, quarterly, and ad-hoc reports for our OCIO relationships
Produce custom analytics for reporting on a regular or ad-hoc basis
Develop, communicate, and/or expound on reports and analysis for internal and external stakeholders
Troubleshoot any reporting or operational process errors; develop close working relationships across teams to help propose and implement solutions
Manage projects to create or improve reporting content and/or advance strategic business goals
Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance
Support clients through their various events (i.e. an audit) and ensure accurate information is provided to 3rd party vendors
Build rapport across the firm’s operational teams and collaborate to solve challenges
Minimum Qualifications:
Bachelor’s degree in Finance, Economics, Business Administration, Accounting or related subject
2-5 years of investment or reporting experience
Superior analytical and problem-solving skills
Curiosity of capital markets and an intention to pursue Chartered Financial Analyst designation
Strong attention to detail
Strong work ethic
Ability to establish priorities and manage multiple workstreams
Flexibility and the willingness to adapt to rapidly changing priorities
Professional maturity, keen judgement, and the ability to handle confidential information with discretion
Strong Microsoft Excel (VBA is a plus) and PowerPoint skills
Knowledge of FactSet/Tableau/Advent/Bloomberg is an advantage
Ability to work in an office location
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
Salary: $75-$100k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.