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
Investment Performance Analyst – Evergreen Requisition
Are you passionate about investment analytics and performance reporting?
We’re always looking for talented professionals to join our growing team of Investment Performance Analysts. This evergreen posting represents a continuous opportunity to connect with candidates who are interested in future openings across our investment operations.
What You’ll Do
Analyze and report portfolio performance across asset classes.
Prepare client-ready performance and attribution reports.
Support compliance with GIPS standards and audit processes.
Collaborate with portfolio managers and operations teams.
Contribute to process improvements and automation initiatives.
What We’re Looking For
Bachelor’s degree required
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 and proactive mentality
Ability to adapt positively to rapidly changing priorities
Ability to remain calm in a fast-paced environment
Ability to handle confidential material with utmost discretion
Experience working in a team environment
Knowledge of Advent Software or other portfolio management systems (preferred)
Familiarity with FactSet, Bloomberg, MPI, Tableau (preferred)
AI fluency (preferred)
Ability to work in our Baltimore MD office five days a week
Why Apply to an Evergreen Role?
We continuously review applications to identify top talent.
You may be considered for current or future openings aligned with your skills.
If there’s no immediate match, we’ll keep your profile active for upcoming opportunities.
Next Steps
Apply today to join our talent pipeline. If your background aligns with a current or future opening, a recruiter will reach out to discuss next steps.
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: $70-$80K. 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.
Top Skills
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
