Portfolio Analyst

Brown Advisory Incorporated; Norfolk (VA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program

401(k)

Gym membership

Job summary

Brown Advisory Incorporated in Norfolk seeks a proactive Portfolio Analyst to support portfolio management across balanced multi-asset portfolios and coordinate with Portfolio Managers, Strategic Advisors and Client Service teams.

The role requires strong quantitative, analytical and interpersonal skills, with MBA/CFA progress preferred and the ability to work in the Norfolk office. A client-first mindset and discretion are essential in a fast-paced environment.

Qualifications

• 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 Norfolk office.

Responsibilities

• Participate in portfolio management activities for Balanced multi-asset class portfolios.
• Services include management of liquidity needs and analysis of equity, fixed income and opportunistic investments.
• Ensure portfolio managers have adequate information for daily duties.
• Develop investment strategies in coordination with Portfolio Management and Investment Solutions Group.
• Assist in managing client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service and Marketing.

Skills

Quantitative skills

Analytical skills

Interpersonal skills

Multi-tasking

Discretion

Curiosity/continuous improvement

Education

Finance

Tools

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.

Position Summary

Brown Advisory’s Norfolk 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.

Desired 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 Norfolk 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.
• 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

At Brown Advisory we offer a competitive compensation package, including full 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.

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.