Investment Operations Analyst: Data & Transactions

brownadvisory; 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

401(k) with employer match

Job summary

Brown Advisory in Washington, DC is seeking an Investment Operations Analyst to provide operational support to the Investment team. You will assist with client transactions, data administration, and technology-enabled workflows to ensure accurate and timely processing.

The ideal candidate has 1–2 years of relevant experience, a bachelor's degree, and strong Excel skills. You will work with internal teams, maintain custody portals, and help drive continuous improvement across processes.

Qualifications

• Bachelor's degree with a record of academic achievement.
• 1–2 years of relevant experience preferred.
• Mastery of the Microsoft Office Suite, especially Excel.
• Ability to handle confidential information with discretion.
• Strong problem-solving and analytical mindset.

Responsibilities

• Work closely with the Investment team to provide superior service to clients.
• Daily review of transactions and cross-reference with expected activity.
• Triage daily statement inboxes to identify actionable communications.
• Review cash availability for upcoming money movement transactions.
• Maintain portal access for investments and support workflows across platforms.
• Provide coverage for other team members and contribute to projects.

Skills

Attention to detail

Analytical thinking

Independent worker

Adaptability

Education

Bachelor's degree

Tools

Excel

Microsoft Office

Job description

Brown Advisory in Washington, DC is seeking an Investment Operations Analyst to provide operational support to the Investment team. You will assist with client transactions, data administration, and technology-enabled workflows to ensure accurate and timely processing.

The ideal candidate has 1–2 years of relevant experience, a bachelor's degree, and strong Excel skills. You will work with internal teams, maintain custody portals, and help drive continuous improvement across processes.