Portfolio Analyst

Location
Boston, Massachusetts (US)
Salary
Discussed upon mutual interest
Posted
06 Jan 2022
Closes
05 Feb 2022
Employment Type
Full Time
Education
Bachelors
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 firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Carolinas, Delaware, London, New York, San Francisco, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 37 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm.

Brown Advisory’s Boston office is seeking a proactive and professional individual to serve as a Portfolio Analyst. 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.

The primary duties and responsibilities include but are not limited to:

Participate in portfolio management activities for balanced, multi-asset class portfolios.  Activities include, but are not limited to:

Desired Qualifications:

Successful candidates are driven to proactively support the Portfolio Manager(s) with whom they are teamed. They possess exceptional organizational skills and attention to detail, are able to operate independently with a high level of direct responsibility, maintain strong ties to the various investment teams at the firm and participate actively in the analysis of new strategies. Portfolio Analysts are highly professional and unconditionally dedicated to delivering a first-class experience to clients.

 

Specific qualifications for the Portfolio Analyst position include:

  • Oversight and management of liquidity needs
  • Analysis of equity, fixed income and opportunistic alternatives (where appropriate)
  • Ownership of trade execution and relationships with trade operation colleagues
  • Set up and maintenance of client portfolio reporting system and reports
  • Source and provide information to portfolio managers to perform daily portfolio management duties (strong focus on various information systems).
  • Develop investment strategies for clients in coordination with the Portfolio Management and Investment Solutions Group.
  • Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service Team and Messaging.
  • 2-4 years of experience in portfolio management, investment advisory/consulting or equity research preferred
  • Bachelor’s degree required
  • Coursework in Finance, Economics, Business Administration, Accounting or related subject preferred
  • Proficiency in Microsoft Office Suite and Bloomberg; Moxy and APX strongly preferred
  • Strong quantitative, analytical, and interpersonal skills
  • 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 preferred
  • Ability to work in an office location
  • Ability to comply with our COVID-19 vaccination policy
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

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