Portfolio Analyst

brownadvisory

Baltimore (MD)

On-site

USD 75,000 - 90,000

Full time

3 days ago

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Benefits offered by this job

Medical

Dental

Vision

Wellness program participation

Financial wellness program

Fitness event reimbursement

Gym membership discounts

Colleague Assistance Program

Telemedicine

Adoption benefits

Daycare reimbursement

Life Insurance

Voluntary Life Insurance

Short Term Disability

Paid parental leave

Group Long Term Disability

Pet Insurance

401(k) matching

Job summary

Brown Advisory in Baltimore seeks a proactive Portfolio Analyst to support portfolio managers across balanced multi-asset portfolios. You will help manage liquidity, analyze equity and fixed income, and collaborate with the Investment Solutions Group to craft client strategies.

Candidates should have 1–2 years' experience, solid quantitative/analytical abilities, and a Finance-related bachelor’s degree. The role requires discretion and a willingness to work in the Baltimore office.

Qualifications

1–2 years of experience preferred.
Strong quantitative, analytical, and interpersonal skills.
Bachelor's degree in Finance, Economics, Business Administration, Accounting or a related field.
Proficiency in Microsoft Office Suite (especially Excel); Charles River and APX strongly preferred.
Ability to multi-task and establish priorities.
Ability to handle confidential material with utmost discretion.
A passion for financial markets.
Progress towards or completion of MBA, CFA and/or Equity Analyst experience preferred.
Ability to work in the Baltimore office.
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

Participate in portfolio management activities for balanced multi-asset class portfolios.
Ensure portfolio managers have adequate information to perform daily duties.
Develop investment strategies in coordination with Portfolio Management and Investment Solutions groups.
Assist in managing client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service and Marketing.

Skills

Quantitative skills

Analytical ability

Interpersonal skills

Multi-tasking

Discretion

Financial markets passion

Education

Bachelor's in Finance or related field

MBA/CFA progress preferred

Tools

Microsoft Office (Excel)

Charles River

APX

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.

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's Baltimore office is seeking a proactive and professional individual to serve as a Portfolio Analyst. Due to the complex nature of clients' investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies.

Essential Functions/Responsibilities

Participate in portfolio management activities for Balanced multi-asset class portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate.
Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
Develop investment strategies for clients in coordination with the Portfolio Management team and the Investment Solutions Group
Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service and Marketing.

Qualifications

Successful candidates are driven to proactively support the Portfolio Manager(s) with whom they are teamed. They possess exceptional organizational skills and attention to detail, are able to operate independently with a high level of direct responsibility, maintain strong ties to the various investment teams at the firm and participate actively in the analysis of new strategies. Portfolio Analysts are highly professional and unconditionally dedicated to delivering a first-class experience to clients.

1-2 years of experience preferred
Strong quantitative, analytical, and interpersonal skills
Bachelor's degree in Finance, Economics, Business Administration, Accounting or related subject
Proficiency in Microsoft Office Suite (especially Excel); Charles River and APX strongly preferred
Ability to multi-task and establish priorities
Ability to handle confidential material with utmost discretion
A passion for financial markets
Progress towards or completion of MBA, CFA and/or Equity Analyst experience preferred
Ability to work in the Baltimore office
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

Baltimore Salary range: $75,000 - $90,000. 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