Portfolio Analyst

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 Charlottesville office is seeking a proactive and professional individual to serve as a Portfolio Analyst.

Essential Functions/Responsibilities

• Participate in portfolio management for balanced, multi-asset portfolios tailored to each client's objectives, including managing liquidity needs and analyzing equity, fixed income, and alternative investment exposures.
• Serve as the pod's execution engine by ensuring data accuracy, timely trade execution, cash movements, and overall operational excellence in a fast-paced investment environment.
• Combine hands-on portfolio implementation with analytical work across public, private, and alternative investments.
• Work within small, collaborative teams to design and implement customized investment strategies for multigenerational families and endowment and foundation clients.
• Support long-term asset allocation development, evaluate approved investment vehicles, monitor multi-asset exposures, and enhance the investment lineup.
• Produce high-quality client materials such as investment analysis, performance reporting, attribution, risk assessments, and asset allocation updates.
• Maintain cash levels to support distributions, liquidity needs, and capital calls.
• Over time, take on increased autonomy and participate in client meetings and relationship-building efforts.
• Balance independent ownership with collaborative problem-solving, contributing to broader initiatives that improve portfolio construction methods and advance analytical and technological capabilities.
• Provide portfolio managers with the information and system support needed for daily decision-making.
• Develop investment strategies in coordination with the Portfolio Management team and Investment Solutions Group.
• Aid in managing client relationships, including communication, trading, and coordination across Portfolio Managers, Strategic Advisors, Client Service, and Marketing.
• Demonstrate curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions.

Qualifications

• Successful candidates are driven to proactively support the Portfolio Manager(s) with whom they are teamed.
• Possess exceptional organizational skills and attention to detail, 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

Benefits

• Competitive compensation package, including full benefits
• Medical, Dental, Vision, Wellness program participation incentive
• Financial wellness program
• Fitnesse program participation incentive
• 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)