What are the responsibilities and job description for the Senior Institutional Client Reporting Analyst position at Brown Advisory Incorporated?

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. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 900 colleagues worldwide, all of whom are equity owners of the firm.

Job Description

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 clients are met and their expectations are exceeded. The Reporting & Business Intelligence Team is currently seeking a dynamic individual to put our clients first as a Business Intelligence Analyst in our London office.

Duties and Responsibilities

Generates monthly, quarterly, and ad-hoc reports for our private client and institutional relationships
Produces custom business-segment and / or firm analytics for managerial reporting on a regular or ad-hoc basis
Analyzes and interprets relevant investment data, including portfolio positions, transactions, and performance
Develops, communicates, and / or expounds reports and analysis for internal and external stakeholders
Troubleshoots any reporting or operational process errors, then propose and implement solutions
Manages projects to create or improves reporting content and / or advance strategic business goals
Provides support, innovation, and project consultation for multiple business segments
Ability to draw own conclusions, articulate positions, communicate key messages, make recommendations, and influence in a team
Develops industry insights through proactive networking, conference attendance, and independent research
Performs other duties of a similar or related level and assists with special projects as necessary or assigned

Job Requirements

Bachelor's Degree in Business, Finance, Economics, or related field preferred

2 years of analyst or operations experience

2 years of direct experience with FactSet (PA3, SPAR, IRN, etc.,)

Experience producing attribution and risk reporting in support of US and International equity and fixed income products

Strong Excel knowledge working with large data sets

Extremely detail-oriented

Excellent client service focus and high touch experience required

Demonstrated ability to proactively problem solve employing independent judgment in decision-making

Strong organization and time-management skills

Strong communication skills, both written and verbal

Ability to work under pressure with multiple priorities and a sense of urgency

Ability to meet time-sensitive deadlines and work effectively and efficiently in a very fast paced, dynamic work environment

Ability to work in a team environment, handle multiple tasks simultaneously, adapt quickly to changes and complete last-minute requests as needed

Demonstrated aptitude for numbers and quantitative proficiency

Ability to handle highly sensitive client information with discretion

Ability to work in office five days weekly

Desired Qualifications

Prior experience within the financial services industry

Experience with Tableau

Experience with Snowflake and / or SQL

Knowledge of Advent Software or other portfolio management systems

Experience with Client or Firm Reporting

MD Salary : $78-$90k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

DC Salary : Salary : $85-$99k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

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.

Salary : $78,000 - $90,000

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