Investment Ops Analyst — Data-Driven & Client-Focused

Brown Advisory Incorporated; 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) with employer match

Job summary

Brown Advisory is seeking an Investment Operations Analyst to support the investment team with client transactions, data administration, and technology-driven processes in a Washington, DC office. The role emphasizes accuracy, accountability, and proactive problem solving.

The candidate should have 1–2 years of relevant experience, a bachelor’s degree, and strong Excel/Office skills, with a capacity to quickly learn new tools and maintain confidentiality.

Qualifications

• 1-2 years of relevant experience preferred.
• Bachelor’s degree with academic achievement.
• Mastery of the Microsoft Office Suite, especially Excel.
• Computer savvy and able to rapidly learn new technology solutions.
• Analytical mindset with attention to detail.
• Ability to work independently and take direction as needed.
• Willingness to adapt to a rapidly growing business.
• Based in or able to work in the Washington, DC office.

Responsibilities

• Provide operational support to the Investment team through client transactions.
• Cross-reference transactions and verify completion; detect anomalies.
• Triage and manage communications from fund managers and team members.
• Review cash availability for upcoming money movements.
• Maintain portal access and facilitate delivery of investment documents.
• Support team workflows and participate in ad hoc projects.

Skills

Attention to detail

Analytical thinking

Independent worker

Tech-savvy

Education

Bachelor's degree

Tools

Microsoft Excel

Office Suite

Job description

Brown Advisory is seeking an Investment Operations Analyst to support the investment team with client transactions, data administration, and technology-driven processes in a Washington, DC office. The role emphasizes accuracy, accountability, and proactive problem solving.

The candidate should have 1–2 years of relevant experience, a bachelor’s degree, and strong Excel/Office skills, with a capacity to quickly learn new tools and maintain confidentiality.