Portfolio Analyst – Multi-Asset & Client Focus

Brown Advisory; Baltimore (MD); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program participation

Financial wellness program

Gym membership discounts

401(k) match up to IRS limit

Adoption Benefits

Paid parental leave

Job summary

Brown Advisory’s Baltimore office seeks a proactive Portfolio Analyst to support portfolio managers across balanced multi-asset portfolios, with responsibility for liquidity, equity and fixed income analysis. The role requires strong quantitative and interpersonal skills and a finance-related degree, plus proficiency in Excel; Charles River and APX are a plus.

The candidate should meet 1–2 years experience preference, demonstrate discretion with confidential information, and show a passion for

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 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; services include liquidity management and analysis of equity, fixed income and opportunistic alternatives.
• Ensure portfolio managers have adequate information to perform daily portfolio management duties across information systems.
• Develop investment strategies for clients in coordination with the Portfolio Management team and the Investment Solutions Group.
• Assist in managing all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service and Marketing.

Skills

Quantitative analysis

Interpersonal skills

Multi-tasking

Attention to detail

Discretion

Curiosity/CI mindset

Education

Bachelor's degree in Finance, Economics, Business Admin, Accounting

Tools

Microsoft Excel

Charles River

APX

Job description

Brown Advisory’s Baltimore office seeks a proactive Portfolio Analyst to support portfolio managers across balanced multi-asset portfolios, with responsibility for liquidity, equity and fixed income analysis. The role requires strong quantitative and interpersonal skills and a finance-related degree, plus proficiency in Excel; Charles River and APX are a plus.

The candidate should meet 1–2 years experience preference, demonstrate discretion with confidential information, and show a passion for