Portfolio Analyst

At Brown Advisory, we aim to be an inspired firm with a culture that propels innovation and stands out. As an independent investment management and strategic advisory firm, we are committed to delivering first-class performance, strategic advice, and the highest level of client service. Our 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.

About the role

The Portfolio Analyst will support portfolio management activities for balanced multi-asset class portfolios, tailored to the customized investment needs of clients. This 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 toward 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.
• Ability to work in the Baltimore office.
• Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and leverage new technologies and tools, including AI-enabled productivity solutions.

Pay

Salary range: $75,000 - $90,000. Does not include bonus or long-term incentive eligibility.

Benefits

• 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.
• Paid parental leave.
• Group Long Term Disability.
• Pet Insurance.
• 401(k) with 50% employer match up to IRS limit (4-year vesting).