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 Senior Business Analyst to support the U.S. Private Client Central Business Team. This role will focus on analysis, project management support, and coordination of meetings and presentations. The ideal candidate will be proactive, detail-oriented, and capable of driving initiatives forward in a dynamic environment.
Responsibilities
As a Senior Business Analyst, you will:
Develop subject matter expertise in the Private Client business and serve as the primary liaison to internal stakeholders including Operations, Legal, Finance, Tax, and Firm Management.
Provide direct support to client-facing teams in resolving escalations, including detailed issue tracking and trend analysis to identify opportunities for systemic improvement.
Manage activity tracking and performance reporting across weekly, monthly, and quarterly cycles for execution-based functions.
Conduct ongoing analysis to identify and implement efficiency improvements in routine activities.
Support meetings through agenda development, note-taking, and coordination of follow-up actions and communications.
Assist in the development and execution of strategic communication plans to highlight progress and share success stories.
Create presentations and internal communications for a variety of audiences and events.
Contribute to the regular review and refinement of policies and procedures governing the Private Client business.
Gather and document business requirements in support of key firm initiatives and deliverables.
Qualifications
Minimum of 5+ years of relevant industry experience in a similar role strongly preferred.
Ability to thrive in a fast-paced, dynamic environment and confidently lead discussions and initiatives.
Strong quantitative and analytical skills with high proficiency in data management.
Creative problem-solver with an innovative mindset.
Exceptional organizational skills with the ability to prioritize effectively and meet deadlines.
Self-starter with a high level of ownership and accountability.
Excellent verbal and written communication skills.
Proven ability to adapt and succeed in a rapidly evolving business landscape.
Strong interpersonal skills and ability to engage with a diverse range of stakeholders.
Discretion in handling confidential information.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Ability to work in our Baltimore or Washington office location.
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).
Salary: $100-135k. 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