Senior Business Intelligence Analyst

Brown Advisory Incorporated; Baltimore (MD); On-site; USD 78,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) match

Parental leave

Wellness program

Gym membership discounts

Telemedicine

Job summary

Brown Advisory Incorporated is seeking a reporting-focused analyst to support the Addepar portfolio accounting system and client reporting needs in a fast-paced, client-first environment in Baltimore, MD.

You will generate client and institutional reports, analyze investment data, and collaborate with cross-functional teams to ensure accurate, timely insights. The role requires 2+ years’ experience with FactSet, strong Excel skills, and a detail-oriented mindset.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field preferred.
• 2+ years of analyst or operations experience.
• 2+ years of direct experience with FactSet (PA3, SPAR, IRN, etc.).
• Experience producing attribution and risk reporting for US and International equity and fixed income products.
• Strong Excel knowledge with large data sets.
• Extremely detail-oriented with client service focus.
• Proven ability to problem-solve with independent judgment.
• Strong organization and time-management skills.

Responsibilities

• Generates monthly, quarterly, and ad-hoc reports for private client and institutional relationships.
• Produces analytics for managerial reporting.
• Analyzes investment data including portfolio positions, transactions, and performance.
• Develops, communicates, and expands reports for stakeholders.
• Troubleshoots reporting or process errors and implements solutions.
• Manages projects to improve reporting content and support strategic goals.
• Supports multiple business segments with project consultation.
• Demonstrates ability to influence and communicate key messages.

Skills

Excel

Analytical skills

Communication

Problem solving

Time management

Education

Bachelor’s Degree

Tools

FactSet

Tableau

Snowflake

SQL

Advent

Job description

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary

Operations at Brown Advisory provides applicants with a client first, fast paced, entrepreneurial environment where they will have the opportunity to develop their problem-solving skills with the support of dedicated teammates. Our team takes great care to ensure that the needs of our clients are met and their expectations exceeded. The Operations team is seeking a dynamic new colleague to support the reporting needs of our most complex clients through launching and maintaining the Addepar portfolio accounting system. This role will provide the right candidate with the opportunity to join a new and growing team, leverage their experience, and add value to our firm in an outsized way.

Essential Functions/Responsibilities

• Generates monthly, quarterly, and ad-hoc reports for our private client and institutional relationships
• Produces custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis
• Analyzes and interprets relevant investment data, including portfolio positions, transactions, and performance
• Develops, communicates, and/or expounds reports and analysis for internal and external stakeholders
• Troubleshoots any reporting or operational process errors, then propose and implement solutions
• Manages projects to create or improves reporting content and/or advance strategic business goals
• Provides support, innovation, and project consultation for multiple business segments
• Ability to draw own conclusions, articulate positions, communicate key messages, make recommendations, and influence in a team
• Develops industry insights through proactive networking, conference attendance, and independent research
• Performs other duties of a similar or related level and assists with special projects as necessary or assigned.

Requirements

• Bachelor’s Degree in Business, Finance, Economics, or related field preferred
• 2+ years of analyst or operations experience
• 2+ years of direct experience with FactSet (PA3, SPAR, IRN, etc.,)
• Experience producing attribution and risk reporting in support of US and International equity and fixed income products
• Strong Excel knowledge working with large data sets
• Extremely detail-oriented
• Excellent client service focus and high touch experience required
• Demonstrated ability to proactively problem solve employing independent judgment in decision-making
• Strong organization and time-management skills
• Strong communication skills, both written and verbal
• Ability to work under pressure with multiple priorities and a sense of urgency
• Ability to meet time-sensitive deadlines and work effectively and efficiently in a very fast paced, dynamic work environment
• Ability to work in a team environment, handle multiple tasks simultaneously, adapt quickly to changes and complete last-minute requests as needed
• Demonstrated aptitude for numbers and quantitative proficiency
• Ability to handle highly sensitive client information with discretion
• Ability to work in office five days weekly

Desired Qualifications

• Prior experience within the financial services industry
• Experience with Tableau
• Experience with Snowflake and/or SQL
• Knowledge of Advent Software or other portfolio management systems
• Experience with Client or Firm Reporting

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H‑1B , O‑1, F‑1 (OPT), TN, or any other non‑immigrant visa classifications that require employer support or sponsorship).

MD Salary: $78-$90k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.