Private Client Portfolio Management Summer Analyst

Brown Advisory Incorporated; Greater London; On-site; GBP 18,000 - 23,000; Full time

Job summary

Brown Advisory in London is offering an 8-week on-site Summer Analyst Programme from 14 June to 6 August 2027. You will gain exposure to Equity Research, Private Client, Sustainability, Fixed Income, Institutional Sales, Compliance, and Legal.

You'll work on portfolio management activities, research, and client materials, with meetings and networking with colleagues and senior management. The programme includes a competitive salary with travel expense coverage.

Qualifications

• Currently pursuing a bachelor’s degree, in penultimate year, or a master’s degree.
• Strong written and verbal communication skills.
• Analytical, research and quantitative capabilities.
• Passion for client service and investments.
• Intellectual curiosity and initiative; willing to ask thoughtful questions.
• Ability to multi-task, set priorities, and work independently or in small teams.
• Discretion in handling confidential material.
• Experience with Microsoft Office suite; Bloomberg, FactSet or similar market data systems is a plus.

Responsibilities

• Participate in portfolio management activities across client portfolios.
• Analyze existing and prospective client portfolios and prepare client materials and reports.
• Conduct due diligence on external managers and new investment strategies.
• Prepare investment analyses, research notes and presentation materials.
• Present research findings or investment recommendations to the Portfolio Management team.
• Undertake a project culminating in a presentation to the investment team or London office.
• Attend manager due diligence and Investment Committee meetings.
• Help prepare for client portfolio review meetings.
• Monitor global markets and client investments.

Skills

Communication

Analytical skills

Research skills

Quantitative skills

Client service mindset

Curiosity

Discretion

Education

Bachelor's degree student

Penultimate year or master's

Tools

Microsoft Office

Excel

PowerPoint

Word

Bloomberg

FactSet

Job description

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 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Program Overview

Brown Advisory is seeking motivated, team-oriented students to join us for an 8-week, on-site Summer Analyst Programme based in our London office from 14th June through 6th 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. Throughout the summer, you’ll gain exposure to a variety of teams, including Equity Research, Private Client, Sustainability, Fixed Income, Institutional Sales, Compliance, and Legal.

By collaborating with colleagues across the firm, you’ll develop a holistic understanding of how an investment management firm operates and delivers long-term value to clients. You’ll also have opportunities to engage with senior management, attend and present in meetings, and build relationships with colleagues and fellow Summer Analysts through a variety of networking and social events.

The programme offers a competitive salary, with additional compensation for travel expenses to and from the London office.

Job Description

• Participate in portfolio management activities across a range of client portfolios, each tailored to the customised investment objectives and parameters of the client.


• Perform analysis of existing and prospective client investment portfolios and help create client-specific materials and reports.


• Conduct research and due diligence on external managers and new investment strategies.


• Prepare investment analysis, research notes and presentation materials to support investment decision-making.


• Present research findings or investment recommendations to members of the Portfolio Management team.


• Undertake an individual project culminating in a presentation to the investment team or wider London office.


• Attend investment manager due diligence and Investment Committee meetings.


• Help prepare for client portfolio review meetings.


• Help monitor global markets and client investments.

Applicant Requirements

• 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.


• Intellectual curiosity, initiative and a willingness to ask thoughtful questions.


• Ability to multi-task, establish priorities, and work both independently and within a small team environment.


• Ability to handle confidential material with utmost discretion.


• Knowledge of Microsoft Office: Excel, Word and PowerPoint; experience with Bloomberg, FactSet or other market data systems is a plus.

Brown Advisory is an Equal Employment Opportunity Employer.