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Alternative Investment Operations Specialist

2 months ago

Baltimore, Maryland, United States Brown Advisory Full time
Company Overview

Every organization possesses a unique culture that embodies its values, beliefs, methodologies, and standards. However, the truly remarkable firms—those that lead the industry and drive innovation—cultivate cultures that inspire and distinguish them from the rest. At Brown Advisory, we strive to be one of those exceptional firms. Over the years, we have intentionally developed and fostered a client-centric culture.

Brown Advisory is an independent investment management and strategic advisory firm dedicated to providing a blend of outstanding performance, strategic guidance, and unparalleled client service. With offices in various global locations, we serve institutional and private clients across all 50 states and over 44 countries, supported by a team of more than 850 equity owners.

The Alternative Asset Team is responsible for managing all operational facets of alternative investments at Brown Advisory, ensuring the precision and promptness of transactions and valuations related to private equity, hedge funds, and direct investment opportunities. The Alternative Asset Analyst plays a crucial role in overseeing the entire investment lifecycle of these assets. Daily responsibilities encompass, but are not limited to: investigating and rectifying valuation discrepancies; addressing and resolving ad-hoc inquiries and ticket requests for alternative assets; and contributing to initiatives aimed at enhancing business process efficiency. The Alternative Asset Analyst frequently collaborates with members of the investment team to ensure effective and efficient processes that align with the firm's investment strategy.

Key Responsibilities:
  • Conduct independent reviews, research, and updates of valuations for alternative investments.
  • Collaborate with investment teams to establish new alternative assets, ensuring timely and accurate reporting.
  • Verify alternative asset statements from fund companies for accuracy.
  • Engage with custodians, funds, internal portfolio management, client service, and operational teams to resolve valuation discrepancies, breaks, delays, and related issues.
  • Address fair value pricing concerns where valuations may be incorrect, using judgment to determine resolutions in accordance with pricing policies and guidelines. Provide factual support and documentation to resolve pricing disputes with relevant stakeholders.
  • Manage a queue of ticket requests within the internal task management system, collaborating with team members to align task flow and independently resolve tickets as necessary.
  • Utilize financial and market knowledge to assess various pricing data points, determining appropriate actions, executing system updates, and providing data to support recommended actions.
  • Work with client teams during the onboarding of significant relationships with complex alternative asset holdings, recommending suitable courses of action.
  • Oversee the internal and external transfer of these investments, as well as the execution of subscription and redemption activities.
  • Proactively identify and escalate control gaps, proposing and implementing best practices and tools for enhanced efficiency and effectiveness.
  • Lead and contribute to firm-wide and departmental value-added projects, presenting findings to leadership and other stakeholders as required.
Minimum Qualifications:
  • Bachelor's Degree.
  • Proven analytical, evaluative, and critical thinking abilities.
  • Exceptional attention to detail, with a demonstrated capacity to work under pressure while managing multiple priorities.
  • Ability to operate effectively and efficiently in a fast-paced, team-oriented environment.
  • Strong decision-making, organizational, and communication skills, both written and verbal.
  • A client-first mindset, with demonstrated adaptability and strong communication abilities.
  • Excellent time-management, problem-solving, and research skills.
  • Capability to meet tight deadlines efficiently and escalate issues as necessary.
  • Experience with Microsoft Excel, particularly with macros and v-lookup functionality.
Preferred Qualifications:
  • Bachelor's degree required; concentration in finance, accounting, or economics preferred. Relevant work experience may substitute for degree or concentration.
  • The ideal candidate will possess a solid understanding of private equity and hedge fund securities, real assets, and general market mechanics.
  • Experience with Advent Axys/APX.
  • Familiarity with eFront or similar accounting software.
  • Advanced Excel skills (experience with macros).
  • Proficiency in tools such as SQL, VBA, and SAS.
Benefits

At Brown Advisory, we offer a competitive compensation package that includes comprehensive benefits.

• Medical

• Dental

• Vision

• Wellness program participation incentives

• Financial wellness programs

• Discounts on gym memberships

• Reimbursement for fitness event fees

• Corporate gym membership discounts

• Colleague Assistance Program

• Telemedicine Program (for those enrolled in Medical)

• Adoption Benefits

• Reimbursement for daycare late pick-up fees

• 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) with employer match up to IRS limits, with a four-year vesting period

Brown Advisory is an Equal Employment Opportunity Employer.