Company Overview
Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Position Summary
Operations at Brown Advisory provides applicants with a client first, fast paced, entrepreneurial environment where they will have the opportunity to develop their problem-solving skills with the support of dedicated teammates. Our team takes great care to ensure that the needs of our clients are met and their expectations exceeded. The Operations team is seeking a dynamic new colleague to support the reporting needs of our most complex clients through launching and maintaining the Addepar portfolio accounting system. This role will provide the right candidate with the opportunity to join a new and growing team, leverage their experience, and add value to our firm in an outsized way.
Essential Functions/Responsibilities:
- Generates monthly, quarterly, and ad-hoc reports for our private client and institutional relationships
- Produces custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis
- Analyzes and interprets relevant investment data, including portfolio positions, transactions, and performance
- Develops, communicates, and/or expounds reports and analysis for internal and external stakeholders
- Troubleshoots any reporting or operational process errors, then propose and implement solutions
- Manages projects to create or improves reporting content and/or advance strategic business goals
- Provides support, innovation, and project consultation for multiple business segments
- Ability to draw own conclusions, articulate positions, communicate key messages, make recommendations, and influence in a team
- Develops industry insights through proactive networking, conference attendance, and independent research
- Performs other duties of a similar or related level and assists with special projects as necessary or assigned.
Requirements:
- Bachelor’s Degree in Business, Finance, Economics, or related field preferred
- 2+ years of analyst or operations experience
- 2+ years of direct experience with FactSet (PA3, SPAR, IRN, etc.,)
- Experience producing attribution and risk reporting in support of US and International equity and fixed income products
- Strong Excel knowledge working with large data sets
- Extremely detail-oriented
- Excellent client service focus and high touch experience required
- Demonstrated ability to proactively problem solve employing independent judgment in decision-making
- Strong organization and time-management skills
- Strong communication skills, both written and verbal
- Ability to work under pressure with multiple priorities and a sense of urgency
- Ability to meet time-sensitive deadlines and work effectively and efficiently in a very fast paced, dynamic work environment
- Ability to work in a team environment, handle multiple tasks simultaneously, adapt quickly to changes and complete last-minute requests as needed
- Demonstrated aptitude for numbers and quantitative proficiency
- Ability to handle highly sensitive client information with discretion
- Ability to work in office five days weekly
Desired Qualifications:
- Prior experience within the financial services industry
- Experience with Tableau
- Experience with Snowflake and/or SQL
- Knowledge of Advent Software or other portfolio management systems
- Experience with Client or Firm Reporting
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $78-$90k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Skills Required
- Bachelor's degree; finance, accounting, or economics concentration preferred. Equivalent work experience may substitute.
- Experience using Addepar and Canoe.
- Experience with Advent/APX, eFront, or a similar accounting product.
- Analytical, evaluative, and critical thinking skills.
- Strong attention to detail and ability to work under pressure with multiple priorities.
- Experience with Microsoft Excel, specifically macros and VLOOKUP functionality.
- Proficiency in private equity and hedge fund securities, real assets, and general market mechanics.
- Ability to work effectively and efficiently in a fast-paced team environment.
- Strong decision-making, organizational, written communication, and verbal communication skills.
- Client-first mentality and demonstrated flexibility.
- Strong time-management, problem-resolution, and research skills.
- Ability to meet tight deadlines and escalate issues promptly.
- Experience in client or firm reporting.
- Ability to work in an office location five days per week.
- Authorization to work in the United States without current or future employer-sponsored work authorization.
What We Do
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, Frankfurt, London, New York, San Francisco, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 42 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm. Mutual Fund Website: https://www.brownadvisory.com/mf Social Media Disclosures: https://www.brownadvisory.com/us/social-media-disclosures
