Jobs at Brown Advisory

Leads accounting and financial operations for a family office transitioning to a multi-family office platform. Oversees accounting policies, financial reporting, cash and treasury management, tax and estate coordination, banking, technology systems, outsourced providers, risk oversight, client relationships, investment support, and team development. The role also drives process improvement, company integration, operational standards, and high-quality financial service delivery for complex, high-net-worth clients.

Provides day-to-day service for private clients by executing cash management, account onboarding, asset transfers, documentation, reporting, and client account administration. Coordinates workflows with internal teams including Operations, Portfolio Management, Strategic Advisory, Private Equity, and Compliance. Maintains CRM records, prepares investment documents, resolves account issues, and supports client-related projects while ensuring accuracy, discretion, and responsive service.

Manage tax compliance and reporting for private equity and alternative investment entities. Review partnership returns, K-1/K-3 schedules, allocations, withholding, composite filings, investor packages, and tax workpapers. Coordinate external tax providers, resolve technical issues, maintain compliance calendars and reporting controls, support process improvements, and ensure accurate filings across multiple fund platforms. The role requires extensive partnership taxation expertise, strong project management, advanced Excel skills, and collaboration across Finance, Operations, Legal, and service providers.

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.

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.

Secure and mature Azure cloud environments by implementing configuration hardening, logging, monitoring, networking, key management, storage protections, and workload guardrails. Review hosted and third-party applications, administer SaaS security controls, support DevSecOps testing and vulnerability remediation, integrate telemetry with SIEM workflows, and coordinate remediation across infrastructure, application, vendor, risk, and security teams. Develop cloud security standards, exception documentation, risk reporting, and control maturity updates.

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.

Senior hands-on architect and engineering leader responsible for designing and delivering API, microservice, middleware, and data integration solutions for wealth and asset management platforms. Partners with product, data, security, and vendor teams to build secure, resilient, observable integrations involving Canoe, Snowflake, Addepar, and related reporting and portfolio systems while ensuring regulatory compliance, architecture governance, and production support.

Senior Addepar data engineer/analyst responsible for supporting and scaling Addepar integrations, building and maintaining data pipelines (Addepar↔Snowflake/Canoe/other platforms), diagnosing and resolving data quality issues, developing SQL-based reconciliations and automation, partnering with business and technology stakeholders, and supporting production operations, governance, testing, and documentation for wealth and asset management data.

Provides day-to-day service for private clients by managing cash transfers, account onboarding, asset transfers, online enrollment, document delivery, reporting, CRM records, and investment-related documentation. Coordinates workflows with client-facing teams and internal partners across operations, portfolio management, private equity, strategic advisory, and compliance. Supports client-related projects, resolves account issues, and identifies process improvements using technology and AI-enabled productivity tools.

Manage daily reconciliation and transaction processing between the firm and custodian banks. Research and process mandatory and voluntary corporate actions, maintain portfolio accounting records, oversee BPO reconciliation vendors, resolve escalations, and identify process improvements through automation and AI. Use Excel tools to analyze datasets, investigate reconciliation breaks, and support accurate trading, cash, performance reporting, and investment operations.

Provide high-level administrative and executive support to the Private Client Team: manage communications, scheduling, travel, meeting logistics, prepare presentations and reports, maintain Salesforce data integrity, leverage AI/tools to improve efficiency, and build strong internal and external relationships while handling confidential matters with discretion.

Manage portfolios for sophisticated clients, providing investment insights, ensuring financial analysis, and fostering client relationships. Oversee portfolio management activities and support investment strategies alongside team members.

Serve as the finance business partner for a firm business line: provide strategic financial advice, build models, lead reporting and planning, analyze performance drivers, support investment cases, create executive/board presentations, champion automation and AI, and collaborate cross-functionally with Finance, Accounting, and Corporate FP&A.

The Operational Due Diligence Analyst evaluates operational risks for various funds, conducts financial document reviews, and generates due diligence reports while working in a team and communicating with fund managers.

Provide on-site executive and reception support in the San Francisco office: manage communications, calendar, travel, expense reports, and Salesforce CRM; operate reception and mailroom; handle vendor/inventory and catering; set up meeting rooms and technology; coordinate events and assist the broader team.

Designs, maintains, and troubleshoots enterprise networking and cloud security across on-prem, data center, and Azure environments. Supports switching, routing, firewalls, SASE/SSE, Zero Trust, hybrid connectivity, monitoring, and automation. Responds to escalations, develops runbooks and architecture documentation, and participates in modernization and security reviews.

The Private Client Relationship Advisor will handle client service activities for high net worth families, collaborate with outside advisors, manage client communication, and ensure trust administration.

Support portfolio management for individual, family, trust, and institutional clients by analyzing equities, fixed income, and alternative investments; develop and implement client-specific strategies; prepare reports and materials; assist trading, reporting, and client communications; cultivate client and internal relationships; and identify process improvements and technology enhancements including AI-enabled tools.