What are the responsibilities and job description for the Portfolio Analyst position at Brown Advisory?
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 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, the Carolinas, Delaware, London, New York, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 39 countries and territories and are served by over 650 colleagues worldwide, all of whom are equity owners of the firm.
Job Description
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
- Utilize financial planning tools to analyze complex financial information and ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems and information accuracy).
- Ownership of trade execution and 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, Client Service Team, and Messaging.
Desired Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, Accounting or related subject
- 2-4 years of relevant experience
- Strong quantitative, analytical, and interpersonal skills
- Comfortable with Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
- Familiarity with Charles River, APX, 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 extremely strong work ethic
- Ability to multi-task and establish priorities
- Progress toward CFA designation preferred
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.
