Investment Operations Analyst

Brown Advisory; Washington (District of Columbia); On-site; USD 66,000 - 80,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program participation

Financial wellness program

Gym membership discounts

401(k) matching

Job summary

Brown Advisory in Washington, DC is seeking an Investment Operations Analyst to provide operational support to the Investment team, manage client transactions, and ensure data integrity across platforms.

You will review transaction reports daily, assist with cash movements, control access to investment portals, and help drive process improvements with a detail-oriented, tech-savvy mindset. Strong collaboration and discretion with confidential information are essential.

Qualifications

• 1-2 years of relevant experience preferred.
• A bachelor’s degree with a record of academic achievement.
• Mastery of the Microsoft Office Suite, especially Excel.
• Computer savvy and the ability to easily embrace and master new technology solutions.
• Intellectual curiosity, critical thinking skills, and an analytical approach to solving problems.
• Extraordinary attention to detail.
• Ability to take direction and work independently to complete tasks.
• Flexibility to take on new responsibilities in a rapidly growing business.
• Keen judgement and the ability to handle confidential information with discretion.
• Ability to work in Washington office location.
• Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions.

Responsibilities

• Work closely with the Investment team and internal teams to provide superior service and support to our clients.
• Daily review of completed transactions report and cross reference of all expected transactions to verify completion and detect anomalies.
• Daily triage of the statement inboxes to identify actionable communications from fund managers and task appropriate team members.
• Daily review of cash availability for upcoming money movement transactions.
• Maintain portal access for investments, facilitate delivery of related documents to interested parties as needed, and support the team’s workflows maintaining capital activity and valuations across required platforms.
• Provide coverage for other team members as needed.
• Contribute to ad hoc client-related and team projects as needed.

Skills

Excel

Attention to detail

Analytical thinking

Independent work

Technology adoption

Discretion with confidential info

Education

Bachelor's degree

Tools

Microsoft Office Suite

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.

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. Brown Advisory is currently seeking a proactive and professional individual to fill our Investment Operations Analyst position. The primary responsibility of this position will be to provide operational support to the Investment team through client transactions, technology expertise and data administration. A successful candidate will be a proven self-starter who brings strong accountability, knowledge and detail-orientation to the organization.

Primary Duties and Responsibilities

• Work closely with the Investment team and internal teams to provide superior service and support to our clients
• Daily review of completed transactions report and cross reference of all expected transactions (capital activity, client cash requests, etc.) to verify completion and detect anomalies
• Daily triage of the “statement inboxes” to identify actionable communications from fund managers and task appropriate team members
• Daily review of cash availability for upcoming money movement transactions
• Maintain portal access for investments, facilitate delivery of related documents to interested parties as needed, and support the team’s workflows maintaining capital activity and valuations across required platforms
• Provide coverage for other team members as needed
• Contribute to ad hoc client-related and team projects as needed

Desired Qualifications

• 1-2 years of relevant experience preferred
• A bachelor’s degree with a record of academic achievement
• Mastery of the Microsoft Office Suite, especially Excel
• Computer savvy and the ability to easily embrace and master new technology solutions
• Intellectual curiosity, critical thinking skills, and an analytical approach to solving problems
• Extraordinary attention to detail
• Ability to take direction and work independently to complete tasks
• Flexibility to take on new responsibilities in a rapidly growing business
• Keen judgement and the ability to handle confidential information with discretion
• Ability to work in Washington office location
• Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions

DC Salary: $66-80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

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).

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.