Institutional BD Summer Analyst: Client Growth & AI

Brown Advisory Incorporated; Greater London; On-site; GBP 17,000 - 30,000; Full time

Benefits offered by this job

Travel expense coverage

Job summary

Brown Advisory in London is seeking motivated, team-oriented students for an 8-week on-site Summer Analyst Programme. You will gain exposure to Equity Research, Private Client, Sustainability, Fixed Income, Institutional Sales, Compliance, and Legal, through project work and interactions with senior management.

You will build analytical, strategic, and communication skills, with opportunities to present results and network.

Qualifications

• Currently studying for a bachelor’s degree, ideally in the penultimate year, or a master’s degree.
• Excellent written and verbal communication skills.
• Strong organisational skills, with the ability to manage multiple priorities and work both independently and as part of a team.
• Working knowledge of Microsoft Office, including Excel, Word and PowerPoint.
• Interest in using AI tools to improve workflows. Familiarity with ChatGPT and Microsoft Copilot would be beneficial.
• Interest in pursuing the Investment Management Certificate.
• A genuine interest in sales, relationship management, investment management and financial markets.

Responsibilities

• Support the Institutional Business Development team across a range of sales and client development initiatives.
• Assist with client and prospect inquiries, helping to ensure timely and accurate follow-up.
• Collaborate with internal subject matter experts to help address client and prospect needs.
• Support the preparation of presentation materials and briefing information ahead of client and prospect meetings.
• Maintain and update client contact details, account information and pipeline opportunities in the firm’s CRM system.
• Conduct competitor analysis and research on target firms to support strategic business development efforts.
• Contribute to identifying opportunities to use AI tools to improve efficiency, streamline routine tasks, and strengthen information management across business development activities.
• Attend internal and external meetings to gain exposure to client interactions, investment strategies, and the firm’s broader business.

Skills

Excellent communication

Verbal communication

Written communication

Organisational skills

Teamwork

Time management

Interest in AI tools

Education

Bachelor’s or Master’s degree in progress

Tools

Microsoft Office

Excel

PowerPoint

Job description

Brown Advisory in London is seeking motivated, team-oriented students for an 8-week on-site Summer Analyst Programme. You will gain exposure to Equity Research, Private Client, Sustainability, Fixed Income, Institutional Sales, Compliance, and Legal, through project work and interactions with senior management.

You will build analytical, strategic, and communication skills, with opportunities to present results and network.