Portfolio Analyst - Multi-Asset Strategy & Client Impact

Brown Advisory Incorporated; 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

Colleague Assistance Program

Telemedicine Program

Paid parental leave

401(k) match

Job summary

Brown Advisory Incorporated is seeking a proactive Portfolio Analyst in Baltimore to support portfolio managers across balanced multi-asset portfolios, including liquidity management and allocation decisions. The role involves collaborating with the Investment Solutions Group and ensuring access to timely information for daily portfolio activities.

Ideal candidates have 1–2 years of experience, strong quantitative/analytical abilities, and a Finance/Economics-related degree.

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.

Responsibilities

• Participate in portfolio management activities for balanced multi-asset class portfolios.
• Develop investment strategies in coordination with Portfolio Management and Investment Solutions Group.
• Assist in client relationships, including communication, trading and coordination with Portfolio Managers and Client Service.

Skills

Quantitative skills

Analytical skills

Interpersonal skills

Excel

Portfolio management

Education

Bachelor’s degree in Finance / Economics / Business Administration / Accounting

Tools

Charles River

APX

Microsoft Office

Job description

Brown Advisory Incorporated is seeking a proactive Portfolio Analyst in Baltimore to support portfolio managers across balanced multi-asset portfolios, including liquidity management and allocation decisions. The role involves collaborating with the Investment Solutions Group and ensuring access to timely information for daily portfolio activities.

Ideal candidates have 1–2 years of experience, strong quantitative/analytical abilities, and a Finance/Economics-related degree.