Brown Advisory
Company Overview
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured a client‑first culture, delivering first‑class performance, strategic advice and the highest level of client service. Our clients—individuals, families, family offices, endowments, foundations, charities, institutions, consultants and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Job Summary Brown Advisory is seeking a proactive and professional individual to serve as a Portfolio Analyst in our New York office. Due to the complex nature of clients’ investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies.
Essential Functions / Responsibilities
Participate in portfolio management and investment activities for balanced multi‑asset‑class portfolios, each subject to the customized investment needs of the client.
Provide service and support functions such as portfolio analysis and client/prospect meeting preparation.
Conduct detailed analysis of equity, fixed‑income and opportunistic alternative investments as appropriate.
Prepare custom reports on specific investment opportunities in different strategies or asset classes.
Analyze complex financial information and ensure portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems and accuracy).
Own trade execution and build relationships with trade operation colleagues.
Create detailed presentations for regular updates or meetings with clients and prospects.
Establish strong working relationships with team members in the New York office and throughout the organization.
Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, and Client Service Team.
Desired Qualifications
Bachelor’s degree in Finance, Economics, Business Administration, Accounting or a related subject.
A minimum of 1 year of experience, 2‑4 years within the finance industry preferred.
Strong quantitative, analytical, and interpersonal skills.
Comfortable with Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
Familiarity with Charles River, APX, FactSet and Bloomberg a plus.
General knowledge of financial markets with an interest in alternative investments.
Strong academic background, preferably with emphasis on quantitative and/or financial coursework.
Self‑starter with an entrepreneurial spirit (a must!).
Enthusiasm and passion for investments and capital markets.
High integrity and an extremely strong work ethic.
Ability to multi‑task and establish priorities.
Progress toward CFA designation preferred.
Ability to work in our New York office five days a week.
Salary: $90‑$115k. Commensurate with experience and location. Does not include bonus or long‑term incentive eligibility.
Applicants must be authorized to work in the United States without the need for current or future employer‑sponsored work authorization (e.g., H‑1B , O‑1, F‑1 (OPT), TN, or any other non‑immigrant visa classifications that require employer support or sponsorship).
Benefits
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
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) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Seniority level
Entry level
Employment type
Full‑time
Job function
Finance and Sales
Referrals increase your chances of interviewing at Brown Advisory by 2x.
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Job Summary Brown Advisory is seeking a proactive and professional individual to serve as a Portfolio Analyst in our New York office. Due to the complex nature of clients’ investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies.
Essential Functions / Responsibilities
Participate in portfolio management and investment activities for balanced multi‑asset‑class portfolios, each subject to the customized investment needs of the client.
Provide service and support functions such as portfolio analysis and client/prospect meeting preparation.
Conduct detailed analysis of equity, fixed‑income and opportunistic alternative investments as appropriate.
Prepare custom reports on specific investment opportunities in different strategies or asset classes.
Analyze complex financial information and ensure portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems and accuracy).
Own trade execution and build relationships with trade operation colleagues.
Create detailed presentations for regular updates or meetings with clients and prospects.
Establish strong working relationships with team members in the New York office and throughout the organization.
Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, and Client Service Team.
Desired Qualifications
Bachelor’s degree in Finance, Economics, Business Administration, Accounting or a related subject.
A minimum of 1 year of experience, 2‑4 years within the finance industry preferred.
Strong quantitative, analytical, and interpersonal skills.
Comfortable with Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
Familiarity with Charles River, APX, FactSet and Bloomberg a plus.
General knowledge of financial markets with an interest in alternative investments.
Strong academic background, preferably with emphasis on quantitative and/or financial coursework.
Self‑starter with an entrepreneurial spirit (a must!).
Enthusiasm and passion for investments and capital markets.
High integrity and an extremely strong work ethic.
Ability to multi‑task and establish priorities.
Progress toward CFA designation preferred.
Ability to work in our New York office five days a week.
Salary: $90‑$115k. Commensurate with experience and location. Does not include bonus or long‑term incentive eligibility.
Applicants must be authorized to work in the United States without the need for current or future employer‑sponsored work authorization (e.g., H‑1B , O‑1, F‑1 (OPT), TN, or any other non‑immigrant visa classifications that require employer support or sponsorship).
Benefits
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
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) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Seniority level
Entry level
Employment type
Full‑time
Job function
Finance and Sales
Referrals increase your chances of interviewing at Brown Advisory by 2x.
#J-18808-Ljbffr