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 that is obsessed with putting clients first – not because it’s good for business – but because we find, and hire, people that truly care about each and every client. We feel privileged to work with such a special group of clients, and find a great deal of satisfaction in not only providing them with the highest level of service, but also first-class performance and strategic advice. Our firm was founded in 1993 as an affiliate of Alex. Brown & Sons, a leading U.S. investment bank, and became independent in 1998. Today, we serve institutional and private clients in 50 states and more than 34 countries and territories from our 8 offices in Austin, Baltimore, Boston, Carolinas, Delaware, London, New York, and Washington, D.C. While every investment firm tries to attract the most qualified professionals, we place a premium on only selecting those individuals who fit our culture and bring sought-after skills to our team. In fact, each of Brown Advisory’s 500+ colleagues own equity in the firm. Our ownership structure, collaborative investment process and client-first culture aligns our interests with our clients and results, which also reduces colleague turnover.

Job Description

The Associate Institutional Portfolio Analyst is responsible for the portfolio modeling and trade implementation associated with all Pooled Vehicles, Funds, Separate Accounts, and other vehicles within Brown Advisory’s equity investment strategies. This includes direct portfolio modeling as well as administration of the firm’s Model Delivery business. The Associate Institutional Portfolio Analyst will work closely with numerous investment and non-investment related groups within the firm to appropriately implement trades and ensure client trades are executed accurately.

The primary duties and responsibilities include but are not limited to:

Responsibility for the daily processing and delivery of model portfolios within the firm’s Unified Managed Account (UMA) products.
Responsibility for the daily processing of models and trades within various products such as Fiserv APL/AMC, Advent Moxy, and other similar technologies.
Responsibility for the portfolio modeling, oversight and monitoring of client portfolios related to trading activity, cash level monitoring and restrictions review.
Analyze impact of cash and market movements within individual accounts and create, review and implement trade allocation programs for various investment products based on those movements.
Oversee the completion of the trades by monitoring and communicating with Traders to ensure that orders are executed as specified.
Proactively communicate with Portfolio Managers on portfolio impacting activity through consistent communication and the utilization of various investment technologies.
Support the management of all aspects of client relationships, including, but not limited to communication, trading, and coordination with Portfolio Managers, Relationship Managers, Portfolio Analysts, Compliance, Sales/Marketing and Trading Desk.
Lead and conduct ad-hoc operational due diligence as it relates to both risk management and efficiency analysis on the institutional trading desk.
Proactively participate in the evaluation of new accounts with the Compliance Team and Operations with respect to restrictions and guidelines.
Review account restrictions and guidelines in association with portfolio modeling on a daily basis to mitigate trading risk and lead communication on discrepancies and escalation points.
Produce a variety of client related reports for internal use.
Actively evaluate operating environment and spearhead implementation of solutions to continuously streamline and improve processes and procedures.
Participate in value-add initiatives to mitigate operational risk and assist with the development of metrics to assess progress.

Minimum Qualifications

Bachelor’s Degree, Financial related degree preferred
1+ years of demonstrated success in financial or business operations field.
Demonstrated analytical, evaluative, and objective critical thinking skills.
Strong level of attention to detail and proven ability to work under pressure with multiple priorities and a sense of urgency is required.
Must have the ability to work effectively and efficiently in a very fast-paced, fluid team environment.
Demonstrated aptitude for numbers and quantitative proficiency.
Strong decision making, organization, and communication skills, both written and verbal.
Possess client-first mentality; demonstrated flexibility and strong follow-up skills.
Strong time-management, problem-resolution and research skills.
Ability to meet tight deadlines in a quick and efficient manner and escalate expeditiously as necessary.
Demonstrated experience with and knowledge of MS Office applications, particularly Microsoft Excel.
Ability to handle confidential material with utmost discretion.

Preferred Qualifications​

The ideal candidate will demonstrate a solid proficiency and understanding of equity securities, equity security derivatives, and/or understanding of equity market mechanics.
Prior experience within a trading, trading support, or security/portfolio research area.
Prior experience with trading and accounting systems including, but not limited to, Advent MOXY and APX and/or Charles River.
Prior experience with FactSet or similar market data platform.
Prior experience with Fiserv APL/AMC, UMA Delivery technology and other similar products.
Ability to multi-task and establish priorities.
A personal interest in financial markets.
Advanced Excel (experience with macros) and VBA knowledge.
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 maternity and paternity leave
Group Long Term Disability
Personal Excess Liability
Pet Insurance
Errand-Running and Virtual Concierge Services
401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

https://chk.tbe.taleo.net/chk06/ats/careers/v2/viewRequisition?org=BROWNADVISORY&cws=43&rid=898