Investment Marketing Specialist

About the role

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.

Responsibilities

• Support the development and implementation of investment marketing initiatives aligned with the goals of the PCE&F business, Chief Investment Office (CIO), Investment Solutions Group (ISG), OCIO and Private Investment Advisory (PIA) teams.
• Partner with the Institutional Marketing team to help deliver investment commentary and content related to Brown Advisory’s single-strategy public equity and fixed income offerings that are relevant to the PCE&F audience.
• Create, edit, and maintain marketing materials including pitch books, presentations, fund overviews, commentaries, case studies, fact sheets, and thought leadership content.
• Partner with investment, research, and product teams to translate complex investment ideas into clear, compelling, and client-ready narratives.
• Achieve consistency with Brown Advisory’s brand standards while contributing to the development of content supporting strategy updates, investment insights, product launches, and client engagement initiatives.
• Coordinate and execute digital marketing initiatives including email campaigns, webinars, podcasts, videos, and other multimedia content.
• Work closely with digital marketing teams to support engagement campaigns and sales enablement efforts.
• Help track and analyze campaign effectiveness and engagement metrics to support ongoing marketing strategy refinement.
• Support content distribution across marketing channels and platforms.
• Partner with client-facing teams to curate materials for prospect meetings, finals presentations, and client communications.
• Aid in the preparation and delivery of quarter-end materials and updates.
• Support Business Development (BD) teams by developing timely and actionable marketing touchpoints.
• Collaborate across departments to ensure alignment and consistency in messaging and client communications.
• Manage workflows related to content updates, approvals, and compliance reviews.
• Coordinate routine updates to marketing collateral and ensure materials remain accurate and current.
• Maintain organized processes for marketing deliverables, timelines, and project management.
• Partner with compliance teams to ensure all marketing materials meet regulatory and legal standards.

Qualifications

• Bachelor’s degree in marketing, communications, finance, business, economics, or a related field.
• 5-8 years of experience in investment management, asset management, alternatives, or financial services marketing, including experience translating complex investment concepts and market commentary into clear, compelling content for private clients and institutional audiences.
• Strong understanding of investment concepts and financial markets; familiarity with private markets and alternative investments is a plus.
• Excellent writing, editing, and verbal communication skills with the ability to create compelling and compliant content.
• Proficiency in Microsoft PowerPoint, Word, and Excel.
• Experience managing multiple projects and deadlines in a fast-paced environment.
• Familiarity with CRM systems, marketing automation platforms, and digital marketing tools preferred.
• Strong analytical, organizational, and project management skills.
• Ability to work collaboratively across teams and build effective working relationships.
• Ability to work in-office five days per week and travel as needed.

Preferred Attributes

• Creative thinker with an eye for presentation design and visual storytelling.
• Detail-oriented and highly organized with strong follow-through.
• Positive, proactive, and client-service-oriented mindset.
• Comfortable balancing strategic thinking with hands-on execution.
• Strong interpersonal skills and ability to collaborate effectively across functions.
• Passion for investing, financial markets, and delivering exceptional client experiences.