Asset Transfers Analyst

About the role

The Asset Transfers Analyst plays a crucial role in supporting the Private Client Operations team at Brown Advisory. This position is ideal for candidates looking to gain foundational experience in financial operations and specialize in account funding and asset movement processes.

Responsibilities

• Support all aspects of the account funding and asset transfer process for Private Client and Institutional clients.
• Review, interpret, and validate information on client account statements to ensure successful transfer of a variety of asset types.
• Communicate with internal Client Service and Relationship Managers to obtain necessary documentation and ensure timely account funding.
• Manage inbound requests through internal workflow systems, adhering to service-level expectations and prioritizing tasks based on urgency.
• Navigate multiple systems and applications to process transfers and respond to evolving business needs.
• Work directly with external custodians to initiate and track transfers, process gifting requests, and complete related reporting or audits.
• Use sound judgment to identify issues, escalate exceptions, and communicate resolutions to stakeholders.
• Collaborate with internal partners—including Legal, Compliance, Technology, and Audit—to support firm goals and ensure process alignment.
• Contribute to a culture of continuous improvement by identifying control gaps and recommending enhancements to workflows or tools.
• Participate in or lead departmental projects, presenting findings and updates to leadership as appropriate.

Requirements

• Bachelor’s degree required.
• Strong attention to detail and ability to work under pressure in a fast-paced environment.
• Excellent organizational, analytical, and communication skills (both written and verbal).
• Ability to manage multiple priorities with a sense of urgency.
• Demonstrated professionalism and ability to handle confidential information.
• Strong client-service mindset with flexibility and follow-through.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred.
• Intermediate knowledge of Microsoft Excel and comfort working with large data sets preferred.
• Familiarity with custodian, bank, or broker transfer requirements preferred.
• Experience with systems such as Advent APX or Pega Systems preferred.

Skills

• Attention to detail.
• Organizational and analytical skills.
• Communication skills.
• Time management and prioritization.
• Confidentiality and professionalism.
• Client service orientation.

Benefits

At Brown Advisory, we offer a competitive compensation package, including full benefits. These benefits include:

• Medical, dental, and vision insurance.
• A wellness program participation incentive.
• A financial wellness program.
• Telemedicine program (for those enrolled in Medical).
• Adoption benefits.
• Pet insurance.
• A 401(k) plan with a 50% employer match up to IRS limits, with 4-year vesting.

We are an equal employment opportunity employer and do not discriminate against applicants due to race, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.