Portfolio Analyst

3 weeks ago

Étreux, Hauts-de-France, United States Brown Advisory Full time
Job Summary

Brown Advisory is seeking a skilled Portfolio Analyst to join its Outsourced Chief Investment Officer (OCIO) team. The ideal candidate will be a motivated individual with strong analytical capabilities, able to drive change and solve complex challenges by utilizing data. Key responsibilities include generating reports, producing custom analytics, and developing reports and analysis for internal and external stakeholders.

Key Responsibilities

  • Generate monthly, quarterly, and ad-hoc reports for 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 and ensure accurate information is provided to 3rd party vendors
  • Build rapport across the firm's operational teams and collaborate to solve challenges
Requirements

  • 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
Benefits

Brown Advisory offers a competitive compensation package, including full benefits. Benefits include 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, adoption benefits, daycare late pick-up fee reimbursement, basic life and accidental death and dismemberment insurance, voluntary life and accidental death and dismemberment insurance, short-term disability, paid parental leave, group long-term disability, pet insurance, and 401(k) with 50% employer match up to IRS limit, 4-year vesting.

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