Portfolio Analyst: Multi-Asset Strategy & Client Impact

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

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.