Teams 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.