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.
Job Description
Brown Advisory is seeking a highly motivated, intelligent, and experienced individual to serve as an Operational Due Diligence (ODD) Analyst. This position requires an intrinsically motivated individual with a true passion to learn and the capability to solve complex problems, often under deadlines.
The primary duties and responsibilities include but are not limited to:
Conduct operational due diligence on hedge, private equity, real estate and long only investment managers
Assist in evaluating external investments focusing on risks associated with fund operations
Utilize AI tools and data analysis techniques to improve research efficiency, document analysis, monitoring workflows, and reporting capabilities
Communicate directly with fund managers and service providers to gather and assess due diligence information
Review and analyze financial statements, legal agreements, compliance materials, cybersecurity policies, valuation procedures, and operational documentation
Participate in onsite and virtual due diligence meetings with senior investment and operational personnel
Prepare operational due diligence reports and investment memoranda for internal committees and stakeholders
Develop and enhance internal due diligence processes, data infrastructure, and workflow automation tools
Partner with investment, research, risk, legal, compliance, and technology teams on cross-functional initiatives
Monitor industry developments, operational risk trends, regulatory developments, and emerging technologies impacting investment managers
Support ad hoc analytical and strategic projects across the investment platform
Qualifications:
1–5 years of experience in operational due diligence, investment operations, fund accounting, risk management, consulting, audit, or related financial services roles
Strong interest in investment manager operational risk analysis and alternative investments
Understanding of financial instruments and investment fund structures
Demonstrated ability to leverage AI tools and technology to improve workflows, research, analysis, or reporting processes
Bachelor’s degree required
Ability to work effectively in a team environment
Excellent verbal, written, and interpersonal communication skills
CFA or CAIA preferred, not required
Advanced knowledge of Microsoft Word and Excel
Highly organized and detail oriented
Superior analytical, problem solving, organizational, and communication skills
Superior written and oral communication skills
Ability to work independently and efficiently on several assignments simultaneously
Willingness to travel globally, approximately 10-20%
Works well under pressure
Ability to work in an office location
Salary: $90-130K 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
- Three or more years financial service industry experience
- Prior operational due diligence, hedge fund operations, or accounting experience
- Understanding of various financial instruments
- Proficient in AI tools (ChatGPT, Claude, etc.)
- Bachelor's degree
- Excellent verbal, written, and interpersonal communication skills
- CFA or CAIA certification
- Advanced knowledge of Microsoft Word and Excel
- Highly organized and detail oriented
- Superior analytical and problem solving skills
- Ability to work independently and efficiently
- Willingness to travel globally, approximately 10-20%
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
