Portfolio Analyst

Position Summary

Brown Advisory’s San Francisco office is seeking a Portfolio Analyst to support the management and oversight of complex client portfolios across a broad range of asset classes and investment strategies.

Responsibilities

• Support portfolio management for multi-asset class client portfolios, including monitoring allocations, liquidity management, and analysis of equity, fixed income, and alternative investments.
• Assist Portfolio Managers in implementing client investment strategies through portfolio analysis, trade coordination, and ongoing portfolio oversight.
• Analyze portfolio exposures and cash positioning to support investment decisions, client liquidity needs, and timely portfolio adjustments.
• Maintain regular monitoring of portfolio activity, including daily review of trades, cash balances, transactions, and account changes, to ensure portfolios remain aligned with client mandates and investment objectives.
• Gather and synthesize investment data from internal and external systems to provide Portfolio Managers with insights necessary for daily portfolio management.
• Evaluate and monitor investment strategies and managers in collaboration with the Portfolio Management team and Investment Solutions Group.
• Coordinate with internal teams and external managers to track capital activity, valuations, and investment documentation across required platforms.
• Aid in the preparation of investment-related client materials and communications in partnership with Portfolio Managers, Strategic Advisors, Client Service, and Marketing teams.
• Contribute to portfolio analysis, investment initiatives, and other client-related projects as needed.

Qualifications

• 1-4 years of experience preferred
• Strong quantitative, analytical, problem-solving and interpersonal skills
• Bachelor’s degree required. Finance, Economics, Business Administration, Accounting, or related discipline preferred
• Proficiency in Microsoft Office Suite (especially Excel and PowerPoint) and Adobe; Charles River, Factset, Bloomberg, Addepar and APX strongly preferred
• Ability to manage multiple priorities and collaborate effectively in a fast-paced team setting
• Discretion in handling confidential client information
• Passion for financial markets