Investment Research Analyst

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

Brown Advisory is seeking a highly motivated, intelligent, and experienced Investment Research Analyst to work for a Family Office Chief Investment Officer in a variety of activities (detailed below), as an integral team member that works with a small number of extremely large families in terms of asset size and sophistication. This position requires an intrinsically motivated individual with an interest in investments, prior experience analyzing public equity and private investments funds and direct deals, and a desire to underwrite / diligence opportunities that are team-sourced as well as client-sourced. Strong analytical skills required, a true thirst for learning, and the capability to solve complex problems, often under deadlines.

The duties of this position include but are not limited to:

• Portfolio Management: participate in portfolio management activities for large, sophisticated family office clients; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate.

• Investment Due Diligence: conduct in-depth due diligence on a wide variety of investment opportunities that covers individual stocks, third-party managers, and direct private deals. This position will focus on the top of the investment funnel as we sort which opportunities meet the criteria for further diligence.

• Idea Generation: Set up and attend investment manager meetings and conferences to collect information on current and prospective investments. Build network of other family offices to gather differentiated deal flow.

• Database Management: Update and maintain a database of quantitative and qualitative information about current and prospective investments (performance history, portfolio exposure, liquidity terms, etc.). Collect, review and file information on prospective investments (past performance, marketing materials, fund documents, due diligence items)

• Client Portfolio Analysis: perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports.

• Investment Requests: Ad hoc tasks as requested by the portfolio manager (market research, manager comparisons, client spending analysis, client performance reports, etc.)

• Reporting: Prepare reports on specific investment opportunities in different strategies or asset classes

Job Requirements

• Bachelor’s degree required

• CFA Charter holder or equivalent preferred

• Minimum of 5 years investment management experience

• Excellent quantitative reasoning abilities and experience with statistical methods

• Expert-level Excel and PowerPoint skills

• General knowledge of financial markets with a high degree of interest in private investments

• Strong academic background preferably with emphasis on quantitative and/or financial coursework

• Self-starter with an entrepreneurial spirit (a must!)

• Ability and desire to learn about a wide range of investment strategies

• High integrity and extremely strong work ethic

• Ability to work in our Washington D.C. office five days a week

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).

DC Salary: $120-180k. Commensurate with experience and location. This range 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.