London Private Client Portfolio Analyst - Summer

Brown Advisory Incorporated; Greater London; On-site; GBP 27,000 - 40,000; Full time

Job summary

Brown Advisory is seeking motivated, team-oriented students for an 8-week, on-site Summer Analyst Programme in our London office from 14 June to 6 August 2027. The programme is designed to provide broad exposure to the investment management industry and the opportunity to learn from colleagues across the firm.

Our immersive programme is designed to build your analytical, strategic, and communication skills through global orientation, dedicated training, and meaningful project work.

Qualifications

• Currently studying for a bachelor's degree in their penultimate year, or a master's degree.
• Excellent written and verbal communication skills.
• Strong analytical, research and quantitative skills.
• A passion for client service and investments.
• Ability to multi-task and work in a small team environment.

Responsibilities

• Participate in portfolio management activities across client portfolios.
• Analyze existing and prospective client investment portfolios and prepare materials.
• Conduct research and due diligence on external managers and strategies.
• Prepare investment analysis, notes and presentation materials.
• Present findings or recommendations to the Portfolio Management team.
• Undertake an individual project culminating in a presentation.
• Attend investment manager due diligence and Investment Committee meetings.
• Support client portfolio review meetings and monitor markets.

Skills

Communication

Analytical skills

Research

Quantitative

Teamwork

Education

Bachelor's degree (penultimate year) or Master's

Tools

Microsoft Office

Bloomberg

FactSet

Job description

Brown Advisory is seeking motivated, team-oriented students for an 8-week, on-site Summer Analyst Programme in our London office from 14 June to 6 August 2027. The programme is designed to provide broad exposure to the investment management industry and the opportunity to learn from colleagues across the firm.

Our immersive programme is designed to build your analytical, strategic, and communication skills through global orientation, dedicated training, and meaningful project work.