Jobs at Brown Advisory

The Relationship Manager will manage institutional clients, ensuring quality service, resolving inquiries, and collaborating with internal teams to strengthen relationships and deliver investment strategies.

The Portfolio Analyst supports the management of client portfolios by performing investment analysis, portfolio monitoring, and coordinating trade activities to align with client objectives and market conditions.

The Private Client Relationship Associate will provide personalized client service, manage accounts, assist with cash management, and coordinate workflows with internal teams.

The Senior Client Accounting Associate manages accounting needs for high net worth clients, prepares financial reports, oversees tax matters, and communicates with clients regarding financial activities.

Manage and deliver technology projects across application and infrastructure initiatives for investment management. Establish governance, detailed project plans, stakeholder communications, risk management, vendor oversight, requirements gathering, business process analysis, and translate requirements into development/user story increments. Support portfolio reporting and implement project portfolio tools and dashboards.

The Senior Accountant manages daily financial transactions, prepares journal entries, conducts account reconciliations, performs variance analysis, and supports financial reporting and compliance tasks while striving for accuracy and process improvements.

The Senior Financial Analyst will engage in financial reporting, analysis, forecasting, and support various FP&A projects while fostering collaboration.

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

Support portfolio management for multi-asset client portfolios by executing trades, managing liquidity, analyzing equity, fixed income and alternatives, producing performance and risk reporting, and improving portfolio construction and operational processes. Work collaboratively with portfolio managers, advisors, and investment teams, participate in client communications, and help implement customized investment strategies and technology-enabled efficiencies.

The Workday Financials Architect will lead the design and optimization of Workday Financials, manage requirements gathering, and oversee project delivery within an Agile framework.

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.

The Private Client Relationship Associate provides customized client service, manages accounts, coordinates workflows, and supports client requests within investment management.

The Strategic Advisory Associate supports client relationship management, develops strategic advice, assists in business development, and engages in tax planning and investment strategies.

Provide high-quality administrative support to multiple investment professionals: manage calendars and meetings, arrange domestic and international travel and expenses, prepare and distribute presentations and reports, support recurring team processes and vendor management, assist onboarding, and handle confidential information. Improve processes, collaborate with EAs and internal teams, and support special projects to ensure smooth day-to-day operations.

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.

Design and develop enterprise software solutions, enhance existing systems, provide Level 2 support, improve processes, and mentor team members.

Provide comprehensive administration and client service for high-net-worth families and family offices, managing accounts, trust and fiduciary matters, client communications, customized reporting and analyses, meeting coordination, cash processing oversight, and collaboration with portfolio managers and outside advisors to resolve inquiries and support complex multi-entity client relationships.

Provide high-level executive support to senior Institutional Business leaders: manage complex calendars, travel, communications, meetings, reports, and presentations; coordinate cross-team priorities, capture actions, maintain confidentiality, and improve administrative processes using new technologies.

The Operations Analyst will manage processes within Addepar, onboard clients, generate reports, analyze investment data, and troubleshoot operational issues.