Brown Advisory Benefits Overview

Manages customized investment portfolios for high-net-worth individuals, families, and trusts, including asset allocation, equities, fixed income, liquidity, alternatives, and tax-aware strategies. Serves as a primary client relationship manager, develops investment strategies, cultivates referral and prospective client relationships, supports presentations and marketing, and contributes to private-client business development. Requires strong investment acumen, communication, analytical ability, and relationship-building skills.

Oversee tax compliance, reporting, and advisory matters for private equity and alternative investment fund entities. Manage annual compliance cycles, review partnership tax returns and investor reporting, coordinate external tax advisors, validate allocations and tax capital reporting, resolve discrepancies, and maintain compliance controls and calendars. Partner with Finance, Operations, Legal, and service providers while ensuring accurate filings, regulatory compliance, process improvements, and timely delivery across multiple fund platforms.

Own operational processes in Addepar, onboard complex client relationships, build alternative transaction histories, create alternative assets, and produce recurring and ad hoc portfolio reports. Analyze investment data, troubleshoot reporting issues, improve processes, document data governance, manage reporting projects, and develop industry insights. The role requires expertise with Addepar, Canoe, Excel, and alternative investment products.