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 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Job Description
Position Summary
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 stakeholders are met and their expectations are exceeded. The Reporting & Business Intelligence Team is currently seeking a dynamic individual to drive change and solve complex challenges by utilizing data as a Business Intelligence Specialist.
Essential Functions/Responsibilities:
Lead projects to create and improve reporting content and/or advance strategic business goals through integration with Snowflake and Tableau
Produce custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis
Develop, communicate, and/or expound reports and analysis for internal and external stakeholders through data visualization software including Tableau
Troubleshoot any reporting or operational process errors, then propose and implement solutions
Independently identify and manage projects to innovate and improve business and team processes
Develop industry insights through proactive networking, conference attendance, and independent research
Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance
Lead data analysis and governance for annual and ad-hoc compliance reporting including ADV, 13F and regulatory audits
Minimum Qualifications:
Bachelor’s degree required plus 4+ years of experience in data analytics, financial services industry experience preferred.
Experience developing complex data visualizations using Snowflake, SQL, Tableau or similar technologies
Proven track record of process improvements using technology and business intelligence tools.
Superior analytical and problem-solving skills.
Experience with Microsoft Excel, VBA preferred
Superior written and oral communication skills
Highly organized and detail-oriented
Diligent work ethic
Proactive mentality
Ability to adapt in a positive manner to rapidly changing priorities
Ability to remain calm in a fast-paced environment
Ability to handle confidential material with utmost discretion
Interested applicants must conduct themselves in a highly professional manner
Knowledge of Advent Software or other portfolio management systems preferred
Ability to work in an office location
MD Salary: $90-$115k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
DC Salary: $99-$126.5k. 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.
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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
