Investment Operations Analyst - Data-Driven & Precise

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

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.