Senior Business Intelligence Analyst

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.

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.

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.

• 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.

• Bachelor’s Degree in Business, Finance, Economics, or related field preferred
• 2+ years of analyst or operations experience
• 2+ years of direct experience with Fact Set (PA3, SPAR, IRN,…