Senior Business Analyst, Private Client Endowments and Foundations

Brown Advisory Incorporated; Washington (District of Columbia); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Wellness program participation

401(k) with employer match

Paid parental leave

Job summary

Brown Advisory Incorporated is seeking a Senior Business Analyst to support developing short- and long-term business priorities. This role includes strategic planning, business analysis, and leading cross-functional initiatives. Candidates must have extensive experience and strong project management skills.

The position offers a comprehensive benefits package, competitive salary of $150-200k based on experience, and the opportunity to work in Washington D.C. or Baltimore office locations.

Qualifications

• 7+ years of experience in management consulting, investment banking, or similar.
• Proven experience leading complex cross-functional projects.
• Ability to travel 20-30% of the month.

Responsibilities

• Support strategic planning and business priorities.
• Lead cross-functional strategic initiatives.
• Prepare executive presentations and business updates.

Skills

Strategic project management

Analytical skills

Executive communication

Stakeholder management

Problem-solving

Education

Bachelor's degree (Business, Finance, Economics, etc.)

MBA or advanced business degree

Job description

Company Overview

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first‑class performance, strategic advice and the highest level of client service. The firm serves individuals, families, family offices, endowments, foundations, charities, institutions, consultants and financial intermediaries worldwide with over 1,000 equity‑owned colleagues.

Job Summary

The Senior Business Analyst – Private Client, Endowments and Foundations Business supports the development and delivery of short‑ and long‑term business priorities, translating strategic objectives into clear plans, decisions and actions. The role provides structure and momentum across a broad portfolio of initiatives, ensuring important priorities are clearly framed, decision‑ready, well‑governed and effectively executed.

Responsibilities

• Strategic planning and business support: work closely with the Head and COO of the Private Client, Endowments and Foundations Business to support strategic planning, business priorities and leadership initiatives; conduct business analysis, research and modelling to support leadership recommendations and strategic initiatives.
• Strategic project leadership and execution: lead and coordinate complex, cross‑functional strategic initiatives across the business; operate independently in ambiguous environments with limited oversight.
• Executive communications, decision support and presentation development: prepare executive presentations, briefing materials, business updates and communications for leadership meetings, business reviews, board meetings and other leadership discussions.
• Cross‑functional coordination and stakeholder engagement: build and maintain strong working relationships across teams, offices and functions; partner with Finance, Compliance, Legal, Technology, Operations, Information Security, HR and business teams to support coordination and execution across strategic initiatives.
• Reporting, technology and AI‑enabled analysis: use available tools, including AI where appropriate, to improve the quality, pace and consistency of business analysis, reporting, research and workflow execution.

Qualifications

• 7+ years of experience in management consulting, investment banking, strategic finance, business strategy, business operations or a similarly analytical and project‑oriented environment, with a minimum of 2‑5 years in management consulting.
• Bachelor’s degree required (preferably in Business, Finance, Economics, Accounting, Engineering, Mathematics or a related analytical discipline). MBA or other advanced business degree preferred.
• Demonstrated experience leading complex cross‑functional projects or strategic initiatives from planning through execution.
• Strong project management and organizational skills, with the ability to manage multiple priorities and stakeholders simultaneously.
• Ability to operate independently with a high degree of ownership, initiative and accountability.
• Strong strategic thinking, structured problem‑solving, analytical, research and business modelling skills.
• Excellent executive communication and presentation skills, with the ability to synthesize complex information into clear insights, recommendations and action plans.
• Understanding of wealth and asset management business strategy and industry dynamics preferred.
• Comfortable working in fast‑moving and ambiguous environments; familiarity with business technology, data analysis and AI‑enabled tools.
• High levels of professionalism, judgment, discretion and stakeholder management capability.
• Ability to travel 20‑30% of the month and work onsite in Washington D.C. or Baltimore office location.

Benefits

• Medical, dental and vision coverage
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement, gym membership discounts
• Colleague Assistance Program, telemedicine (for enrolled employees)
• Adoption benefits, daycare late pick‑up fee reimbursement
• Basic life & accidental death & dismemberment insurance, voluntary life & AD&D
• Short‑term disability, paid parental leave, group long‑term disability
• Pet insurance, 401(k) with 50% employer match up to IRS limit, 4‑year vesting
• Other benefits as per company policy

Salary

MD & DC: $150‑200k, commensurate with experience and location. Does not include bonus or long‑term incentive eligibility (if applicable).

Brown Advisory is an Equal Employment Opportunity Employer.