Investment Materials Analyst

LE007 Brown Advisory LLC; Baltimore (MD); Sur place; USD 60 000 - 72 000; Plein temps

Avantages offerts par ce poste

Medical

Dental

Vision

Wellness program participation

401(k) match

Résumé du poste

Brown Advisory seeks an Investment Materials Analyst to support production and delivery of client-facing investment materials. You will collaborate with RBI, investment teams, Marketing, Compliance and external vendors to ensure accuracy, timeliness and regulatory compliance.

The role emphasizes data analysis, quality control, project management and process improvement, with in-office work at the Baltimore, MD location. Recent graduates welcome and full training provided.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Data Analytics, Marketing or related field preferred.
• Recent graduates are encouraged to apply; prior full-time professional experience is not required.
• Strong proficiency in Microsoft Excel and ability to analyze large data sets.
• Proficiency in PowerPoint and Word with an interest in presentation design.
• Familiarity with Adobe InDesign is a plus.
• Excellent attention to detail and strong organizational skills.

Responsabilités

• Coordinate end-to-end production and updating of investment materials like factsheets and pitchbooks.
• Manage production timelines and trackers with internal stakeholders and external vendors.
• Verify data, ensure consistency with source files and regulatory disclosures.
• Coordinate compliance approvals and maintain records of material updates.

Connaissances

Excel

PowerPoint

Word

Data analytics

Attention to detail

Project management

Presentation design

Formation

Bachelor's degree in Business, Finance, Economics, Data Analytics, Marketing or related field

Outils

Adobe InDesign

Excel

PowerPoint

Word

Description du poste

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.

Job Description

Brown Advisory is seeking a highly organized, analytical and detail-oriented recent graduate to join the team as an Investment Materials Analyst. This individual will support the production, ongoing maintenance and delivery of investment materials across the firm's Institutional, Private Client, Endowments & Foundations (PCE&F) and Alternative Investments businesses. The role focuses on data analysis, quality control, project management, design and production coordination, requiring strong organizational and analytical skills and exceptional attention to detail. The Analyst will work closely with Research & Business Intelligence (RBI), investment teams, Marketing, Compliance, and external vendors to ensure materials are compliant with applicable regulatory requirements, appropriately reviewed and approved by internal stakeholders and delivered on schedule. The ideal candidate will have strong analytical and organizational skills, an interest in investment management and a proactive approach to problem-solving. This entry-level role offers an opportunity to develop expertise in investment data, materials production, design tools and cross-functional business processes. Prior professional experience is not required. This role will be based out of our Baltimore, MD office.

Duties and Responsibilities

Investment Materials Production and Management

• Coordinate the end-to-end production and updating of investment materials, including factsheets, commentaries, pitchbooks and other client-facing materials.
• Manage production timelines and deliverable trackers, coordinating with internal stakeholders and external vendors to ensure timely completion.
• Support ongoing materials updates outside of standard quarterly reporting cycles, incorporating approved changes to investment data, strategy information and other content to ensure materials remain accurate, current and consistent.

Data Verification and Quality Control

• Partner with RBI to obtain and validate investment performance and portfolio data, ensuring accuracy and consistency against approved source files.
• Cross-reference Excel workbooks, portfolio reports and other supporting documentation to identify, investigate and coordinate the resolution of data discrepancies with relevant teams.
• Conduct detailed quality-control reviews of investment materials, verifying numerical accuracy, reporting dates, disclosures, formatting and consistency across deliverables.

Compliance and Approval Coordination

• Coordinate stakeholder and Compliance approval workflows, tracking submissions, revisions and final approvals before distribution.
• Review materials for consistency with Brown Advisory's editorial standards, investment terminology and approved disclosures.
• Maintain accurate records of material updates, approvals and supporting data in accordance with firm policies and applicable regulatory recordkeeping requirements.

Cross-Functional Collaboration and Vendor Management

• Serve as a key point of contact for quarterly materials production, coordinating with investment teams and other internal stakeholders.
• Coordinate with external production vendors to manage production timelines, review deliverables and ensure materials meet quality standards and deadlines.
• Collaborate with Marketing and Digital teams to ensure approved materials are finalized, published and distributed through the appropriate channels.

Document Management and Process Improvement

• Maintain organized repositories of approved materials, supporting data and templates, ensuring appropriate version control and accessibility through designated platforms.
• Develop and maintain standardized tracking tools, quality-control checklists and repeatable production workflows.
• Identify opportunities to improve efficiency through process enhancements, automation and responsible use of artificial intelligence (AI), in accordance with firm policies.

Qualifications and Experience

Bachelor's degree in Business, Finance, Economics, Data Analytics, Marketing or a related field preferred. Recent graduates are encouraged to apply; prior full-time professional experience is not required.

Strong proficiency in Microsoft Excel, including the ability to organize and analyze large data sets, use formulas and lookup functions, reconcile information and identify discrepancies across multiple sources.

Proficiency in Microsoft PowerPoint and Word, with an interest in presentation design and visual communication.

Adobe InDesign familiarity is a plus.

Exceptional attention to detail, analytical skills and the ability to identify numerical and content inconsistencies.

Strong organizational and project management skills, with the ability to manage competing deadlines and develop ownership of assigned recurring deliverables.

Effective communication and interpersonal skills, with a collaborative and proactive approach to problem-solving.

Interest in investment management, investment operations or client reporting, and willingness to learn investment performance data and reporting tools.

Ability to work in-office five days per week.

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g. H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

MD Salary: The anticipated base salary range for this position is $60k–$72k annually. Actual compensation will be determined based on experience, qualifications, skills, location, and other job-related factors.

This position is also eligible for a discretionary performance bonus plus additional discretionary long-term incentive compensation.

Benefits

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• 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.

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.