Portfolio Analyst
Company OverviewEvery 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, New York, North Carolina, San Francisco, Singapore, Southern California, 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 800 colleagues worldwide, all of whom are equity owners of the firm.
Position SummaryBrown Advisory is seeking a proactive, resourceful, and versatile individual to serve as a Portfolio Analyst (PA).
The PA will support Brown Advisory's Outsourced Chief Investment Officer (OCIO) team.
Due to the complex nature of clients' investment objectives and related service needs, the PA must be well-versed in a broad range of investment disciplines and strategies.
The ideal candidate is a dynamic 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
years of investment or reporting experience preferred Superior analytical and problem-solving skills Flexibility and the willingness to adapt to rapidly changing priorities Ability to establish priorities and manage multiple workstreams Ability to remain calm in a fast-paced environment 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 the Baltimore office BenefitsAt Brown Advisory we offer a competitive compensation package, including full benefits.
oMedicaloDentaloVisionoWellness program participation incentiveoFinancial wellness programoGym membership discountsoFitness event fee reimbursementoCorporate gym membership discountsoColleague Assistance ProgramoTelemedicine Program (for those enrolled in Medical)oAdoption BenefitsoDaycare late pick-up fee reimbursementoBasic Life & Accidental Death & Dismemberment InsuranceoVoluntary Life & Accidental Death & Dismemberment InsuranceoShort Term DisabilityoPaid parental leaveoGroup Long Term DisabilityoPet Insuranceo401(k) (50% employer match up to IRS limit, 4 year vesting)Brown Advisory is an Equal Employment Opportunity Employer.
Recommended Skills Auditing Business Administration Confidentiality Consulting Data Analysis Databases Estimated Salary: $20 to $28 per hour based on qualifications.
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, New York, North Carolina, San Francisco, Singapore, Southern California, 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 800 colleagues worldwide, all of whom are equity owners of the firm.
Position SummaryBrown Advisory is seeking a proactive, resourceful, and versatile individual to serve as a Portfolio Analyst (PA).
The PA will support Brown Advisory's Outsourced Chief Investment Officer (OCIO) team.
Due to the complex nature of clients' investment objectives and related service needs, the PA must be well-versed in a broad range of investment disciplines and strategies.
The ideal candidate is a dynamic 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
years of investment or reporting experience preferred Superior analytical and problem-solving skills Flexibility and the willingness to adapt to rapidly changing priorities Ability to establish priorities and manage multiple workstreams Ability to remain calm in a fast-paced environment 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 the Baltimore office BenefitsAt Brown Advisory we offer a competitive compensation package, including full benefits.
oMedicaloDentaloVisionoWellness program participation incentiveoFinancial wellness programoGym membership discountsoFitness event fee reimbursementoCorporate gym membership discountsoColleague Assistance ProgramoTelemedicine Program (for those enrolled in Medical)oAdoption BenefitsoDaycare late pick-up fee reimbursementoBasic Life & Accidental Death & Dismemberment InsuranceoVoluntary Life & Accidental Death & Dismemberment InsuranceoShort Term DisabilityoPaid parental leaveoGroup Long Term DisabilityoPet Insuranceo401(k) (50% employer match up to IRS limit, 4 year vesting)Brown Advisory is an Equal Employment Opportunity Employer.
Recommended Skills Auditing Business Administration Confidentiality Consulting Data Analysis Databases Estimated Salary: $20 to $28 per hour based on qualifications.
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