Portfolio Analyst: Multi-Asset Investing & Client Support

brownadvisory; Norfolk (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program participation

401(k) match

Gym membership discounts

Telemedicine program

Paid parental leave

Life & AD&D Insurance

Group Long Term Disability

Pet Insurance

Adoption Benefits

Job summary

Brown Advisory's Norfolk office seeks a proactive Portfolio Analyst to support multi-asset portfolios and client service. The role requires sophistication in investment strategies and close collaboration with Portfolio Managers and the Investment Solutions Group.

Candidates should have strong quantitative and interpersonal skills, with 1–2 years of experience and a finance-related degree. The office location is Norfolk. Company culture emphasizes client-first service and continuous improvement.

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 and continuous improvement.

Responsibilities

• Participate in portfolio management activities for Balanced multi-asset class portfolios.
• Ensure managers have information to perform daily portfolio management duties.
• Develop investment strategies in coordination with Portfolio Management and Investment Solutions.
• Assist in managing client relationships, including communication and coordination with teams.

Skills

Portfolio analysis

Quantitative skills

Analytical skills

Interpersonal skills

Multi-tasking

Discretion

AI productivity awareness

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

MBA or CFA (preferred)

Tools

Microsoft Excel

Charles River

APX

Job description

Brown Advisory's Norfolk office seeks a proactive Portfolio Analyst to support multi-asset portfolios and client service. The role requires sophistication in investment strategies and close collaboration with Portfolio Managers and the Investment Solutions Group.

Candidates should have strong quantitative and interpersonal skills, with 1–2 years of experience and a finance-related degree. The office location is Norfolk. Company culture emphasizes client-first service and continuous improvement.