Portfolio Analyst

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 individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries worldwide through over 1,000 equity-owning colleagues.

About the role

Brown Advisory’s Norfolk office is seeking a proactive and professional Portfolio Analyst to support portfolio management activities for balanced multi-asset class portfolios, tailored to the customized investment needs of clients. The role requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies.

Responsibilities

• Participate in portfolio management activities, including management of liquidity needs and analysis of equity, fixed income, and opportunistic alternative investments.
• Ensure portfolio managers have adequate information to perform daily portfolio management duties, with a 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 managing all aspects of client relationships, including communication, trading, and coordination with Portfolio Managers, Strategic Advisors, Client Service, and Marketing.

Requirements

• 1-2 years of experience preferred.
• Strong quantitative, analytical, and interpersonal skills.
• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or a 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.
• Demonstrated passion for financial markets.
• Progress towards or completion of MBA, CFA, and/or Equity Analyst experience preferred.
• Must be authorized to work in the United States without employer-sponsored work authorization (e.g., H-1B, O-1, F-1 (OPT), TN, or similar).
• Ability to work in the Norfolk office.
• Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and leverage new technologies, including AI-enabled productivity solutions.

Benefits

• Competitive compensation package.
• Medical, dental, and vision coverage.
• Wellness program participation incentive.
• Financial wellness program.
• Fitness event fee reimbursement and 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 and Group Long Term Disability.
• Paid parental leave.
• Pet Insurance.
• 401(k) with 50% employer match up to IRS limit (4-year vesting).