Teams at Brown Advisory

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.

Supports portfolio management for balanced multi-asset portfolios, including liquidity management and analysis of equity, fixed income, alternative, and private investments. Develops client investment strategies, supplies portfolio managers with daily information, coordinates trading and client service activities, and supports complex family office relationships. The role also focuses on process improvement, technology adoption, investment research, and confidential client communications.