Company Overview
Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
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 with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.
Position Summary
Brown Advisory provides applicants with a client-first, fast-paced, entrepreneurial environment where they will have the opportunity to develop their problem-solving skills with the support of dedicated teammates. Our team takes great care to ensure that the needs of our stakeholders are met and their expectations are exceeded. The Reporting & Business Intelligence Team is currently seeking a dynamic individual to drive change and solve complex challenges by utilizing data as a Business Intelligence Analyst.
Essential Functions/Responsibilities:
- Generate monthly, quarterly, and ad-hoc reports for our private client and institutional relationships
- Produce custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis
- Develop, communicate, and/or expound reports and analysis for internal and external stakeholders
- Troubleshoot any reporting or operational process errors, then propose and implement solutions
- Manage projects to create or improve reporting content and/or advance strategic business goals
- Support client use of TouchPoint, the firm’s proprietary online client-access portal
- Provide support, innovation, and project consultation for multiple business segments
- Develop industry insights through proactive networking, conference attendance, and independent research
- Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance
Qualifications:
- Bachelor’s degree required
- Superior analytical and problem solving skills
- Experience with Microsoft Excel (VBA preferred)
- Superior written and oral communication skills
- Highly organized and detail-oriented
- Diligent work ethic
- Experience working in a team environment
- Proactive mentality
- Ability to adapt in a positive manner to rapidly changing priorities
- Ability to remain calm in a fast paced environment
- Ability to handle confidential material with utmost discretion
- Interested applicants must conduct themselves in a highly professional manner
- Knowledge of Advent Software or other portfolio management systems preferred
- Knowledge of FactSet/Bloomberg/MPI/Tableau preferred
- Ability to work in an office location
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
- Medical
- Dental
- Vision
- Wellness program participation incentive
- Financial wellness program
- Gym membership discounts
- Fitness event fee reimbursement
- Corporate 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.
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