Brown Advisory
Overview
Join to apply for the
Portfolio Analyst
role at
Brown Advisory . 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 serves a diverse client base and is staffed by professionals dedicated to a client-first culture. Brown Advisory’s Washington office is seeking a proactive and professional individual to serve as a Portfolio Analyst. Due to the complex nature of clients’ investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies. Essential Functions/Responsibilities
Participate in portfolio management activities for balanced multi-asset class portfolios, tailored to the client’s investment needs. Services include management of liquidity, and analysis of equity, fixed income and opportunistic alternative investments as appropriate. Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems). Develop investment strategies for clients in coordination with the Portfolio Management team and the Investment Solutions Group. Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service and Marketing. Qualifications
Successful candidates are driven to proactively support the Portfolio Manager(s) with whom they are teamed. They possess exceptional organizational skills and attention to detail, are able to operate independently with a high level of direct responsibility, maintain strong ties to the various investment teams at the firm and participate actively in the analysis of new strategies. Portfolio Analysts are highly professional and unconditionally dedicated to delivering a first-class experience to clients. Specific qualifications for the Portfolio Analyst position include: 1-2 years of experience preferred Strong quantitative, analytical, and interpersonal skills Bachelor’s degree in Finance, Economics, Business Administration, Accounting or related subject Proficiency in Microsoft Office Suite (especially Excel); Charles River and APX strongly preferred Ability to multi-task and establish priorities Ability to handle confidential material with utmost discretion A passion for financial markets Progress towards or completion of MBA, CFA and/or Equity Analyst experience preferred Ability to work in the Washington D.C. office Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization. Compensation:
Salary: $85-95k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable). 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. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Note: This description focuses on the essential functions, qualifications and benefits of the Portfolio Analyst role at Brown Advisory. It excludes non-essential postings and site-only notices.
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Join to apply for the
Portfolio Analyst
role at
Brown Advisory . 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 serves a diverse client base and is staffed by professionals dedicated to a client-first culture. Brown Advisory’s Washington office is seeking a proactive and professional individual to serve as a Portfolio Analyst. Due to the complex nature of clients’ investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies. Essential Functions/Responsibilities
Participate in portfolio management activities for balanced multi-asset class portfolios, tailored to the client’s investment needs. Services include management of liquidity, and analysis of equity, fixed income and opportunistic alternative investments as appropriate. Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems). Develop investment strategies for clients in coordination with the Portfolio Management team and the Investment Solutions Group. Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service and Marketing. Qualifications
Successful candidates are driven to proactively support the Portfolio Manager(s) with whom they are teamed. They possess exceptional organizational skills and attention to detail, are able to operate independently with a high level of direct responsibility, maintain strong ties to the various investment teams at the firm and participate actively in the analysis of new strategies. Portfolio Analysts are highly professional and unconditionally dedicated to delivering a first-class experience to clients. Specific qualifications for the Portfolio Analyst position include: 1-2 years of experience preferred Strong quantitative, analytical, and interpersonal skills Bachelor’s degree in Finance, Economics, Business Administration, Accounting or related subject Proficiency in Microsoft Office Suite (especially Excel); Charles River and APX strongly preferred Ability to multi-task and establish priorities Ability to handle confidential material with utmost discretion A passion for financial markets Progress towards or completion of MBA, CFA and/or Equity Analyst experience preferred Ability to work in the Washington D.C. office Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization. Compensation:
Salary: $85-95k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable). 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. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Note: This description focuses on the essential functions, qualifications and benefits of the Portfolio Analyst role at Brown Advisory. It excludes non-essential postings and site-only notices.
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