Jobs at Brown Advisory

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.

Performs operational accounting, journal entries, account reconciliations, variance and trend analysis, financial reporting, accounts payable review, regulatory reporting, budgeting, forecasting, audit support, and process improvements. The role uses Excel, AI tools, automation, dashboards, and financial systems to improve accuracy, controls, and efficiency while collaborating with senior leadership and cross-functional teams.

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.

Support and own Addepar operational processes for large, complex client relationships. On-board clients, build alternative transactions, create/validate alternative assets, generate recurring and ad-hoc reports, analyze portfolio data, troubleshoot reporting issues, manage reporting projects, document processes, and ensure data governance and timely delivery.

Handle reconciliation processes, manage corporate actions, ensure accurate financial records, and identify process improvements for operational efficiency.

The Senior Business Analyst will support strategic planning and execution for the Private Client, Endowments and Foundations Business, leading cross-functional initiatives and enhancing decision-making processes for leadership.

Support portfolio managers for multi-asset class balanced portfolios by providing analysis of equities, fixed income, and alternatives; ensure systems deliver daily portfolio information; develop client investment strategies; assist client relationship management, trading, and coordination with internal teams.

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.

Develop and execute investment marketing content and campaigns for private clients and institutional audiences. Create and maintain pitch books, presentations, commentaries, fact sheets, and thought leadership. Coordinate digital engagement (email, webinars, multimedia), support sales and client-facing teams, manage content workflows, approvals, and compliance, and track campaign performance. Collaborate with investment, product, research, and digital teams to translate complex investment ideas into clear, client-focused messaging.

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.

Provide operational support to the Investment team by validating and reconciling daily transactions, triaging manager communications, monitoring cash availability, maintaining investment portal access and data, covering team workflows, and contributing to client-related and ad hoc projects.

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.

The Senior Fund Administration Analyst will perform NAV calculations, manage investor allocations, assist in communication with service providers, and support legal and compliance teams within hedge fund and private equity operations.

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.

Coordinate and mature cyber governance, risk, and compliance routines including policy management, control testing, audit readiness, evidence collection, risk-register maintenance, and vulnerability remediation governance. Serve as ISO and GRC-platform administrator, translate security frameworks into practical controls, drive stakeholder communications, and produce metrics and reporting to support regulatory and client requests.

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.

Provide technical fiduciary and private client tax expertise: review trust and foundation returns, oversee third-party preparers, conduct tax research, resolve notices, review trust documents, coordinate with advisors, and support process improvements and training.

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.