Brown Advisory Benefits Overview

Supports private clients by executing account administration, cash management, fund transfers, onboarding, asset transfers, document preparation, online enrollment, reporting, and CRM maintenance. Partners with client service advisors and internal teams across operations, portfolio management, private equity, strategic advisory, and compliance. Handles confidential information with accuracy, discretion, and strong organization while coordinating client-related workflows and process improvement initiatives.

Leads private and hedge fund operations, including capital activity, vendor and custodian relationships, regulatory reporting, fund launches and closures, valuation committee participation, process improvements, and team management. The role also oversees service-level agreements, fund board presentations, contract negotiations, and strategic initiatives supporting business growth and client service.

Leads private equity and hedge fund operations, including capital activity, vendor and custodian relationships, regulatory reporting, fund launches and closures, valuation committee participation, and process improvement. Manages a fund operations team, coordinates with legal, compliance, technology, and business stakeholders, supports fund boards, negotiates vendor agreements, and drives scalable workflows and strategic initiatives.