Portfolio Analyst

3 weeks ago

Washington, United States Brown Advisory Full time
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 with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm's institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary

Brown Advisory is seeking a proactive, resourceful, and versatile individual to serve as a 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


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
• Gym membership discounts
• Fitness event fee reimbursement
• Corporate 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.

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