Portfolio Analyst
Apply NowCompany: Brown Advisory Incorporated
Location: New York, NY 10025
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 900 colleagues worldwide, all of whom are equity owners of the firm.
Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Job Summary
Brown Advisory is seeking a proactive and professional individual to serve as a Portfolio Analyst in our New York Office. Due to the complex nature of clients' investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies.
Essential Functions/Responsibilities:
Desired Qualifications
Salary: $90-$115k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Gym membership discounts
Fitness event fee reimbursement
Corporate 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.
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 900 colleagues worldwide, all of whom are equity owners of the firm.
Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Job Summary
Brown Advisory is seeking a proactive and professional individual to serve as a Portfolio Analyst in our New York Office. Due to the complex nature of clients' investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies.
Essential Functions/Responsibilities:
- Participate in portfolio management and investment activities for balanced multi-asset class portfolios; each subject to the customized investment needs of the client.
- Provide service and support functions such as portfolio analysis and client/prospect meeting preparation
- Conduct detailed analysis of equity, fixed income and opportunistic alternative investments as appropriate.
- Prepare custom reports on specific investment opportunities in different strategies or asset classes
- Analyze complex financial information and ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems and information accuracy).
- Ownership of trade execution and relationships with trade operation colleagues
- Create detailed presentations for regular updates or meetings with clients and prospects.
- Establish strong working relationships with team members in the New York office and throughout the organization.
- Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, and Client Service Team.
Desired Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, Accounting or related subject
- A minimum of 1 years of experience, 2-4 within the finance industry preferred.
- Strong quantitative, analytical, and interpersonal skills
- Comfortable with Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
- Familiarity with Charles River, APX, FactSet, and Bloomberg a plus
- General knowledge of financial markets with an interest in alternative investments
- Strong academic background preferably with emphasis on quantitative and/or financial coursework
- Self-starter with an entrepreneurial spirit (a must!)
- Enthusiasm and passion for investments and capital markets
- High integrity and extremely strong work ethic
- Ability to multi-task and establish priorities
- Progress toward CFA designation preferred
- Ability to work in our New York office five days a week
Salary: $90-$115k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Gym membership discounts
Fitness event fee reimbursement
Corporate 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.