OCIO Portfolio Analyst

Portfolio Analyst

Brown Advisory is seeking a proactive, resourceful, and versatile individual to serve as an Portfolio Analyst for Brown Advisory's Outsourced Chief Investment Officer (OCIO) team. The ideal candidate is a motivated individual who is able to help drive change and solve complex challenges by utilizing data and their analytical capabilities. Specific functional expectations are to help support ongoing client reporting needs, ensure accurate and timely portfolio updates, maintain proprietary databases to support investment decision making, among other responsibilities. The role will be dynamic and day-to-day responsibilities will evolve commensurate with experience, interests, and client needs.

Essential Functions / Responsibilities :

• Generate monthly, quarterly, and ad-hoc reports for our OCIO relationships
• Produce custom analytics for reporting on a regular or ad-hoc basis
• Develop, communicate, and / or expound on reports and analysis for internal and external stakeholders
• Troubleshoot any reporting or operational process errors; develop close working relationships across teams to help propose and implement solutions
• Manage projects to create or improve reporting content and / or advance strategic business goals
• Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance
• Support clients through their various events (i.e. an audit) and ensure accurate information is provided to 3rd party vendors
• Build rapport across the firm's operational teams and collaborate to solve challenges

Minimum Qualifications :

Salary : $75-$100k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

At Brown Advisory we offer a competitive compensation package, including full 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.