Technical Business 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.

Brown Advisory Technology is currently seeking a mid‑level Technical Business Analyst to join our team and engage in critical efforts that are currently underway, or on our immediate project roadmap. This individual will be tasked with bringing business analysis discipline and focus to our environment, while also supporting a culture of agility, entrepreneurship and innovation. In addition to gathering and coalescing requirements, this individual will assist in broader project and portfolio management activities.

This may include requirements consolidation, vendor engagement through request for information/request for proposal processes, process mapping, field mapping, and other duties as requested. This individual should also have familiarity with financial portfolio management/accounting systems including Addepar.

• Identify and clearly document business unit requirements.
• Analyze firm functions, processes, activities, and systems to improve their performance and/or effectiveness.
• Determine the most useful business solutions for the firm.
• Recommend alternative solutions to best meet the firm's goals.
• Work closely and collaboratively with leadership and key business stakeholders to identify and solve a variety of business problems.
• Solicit from stakeholders the symptoms of a problem, formally define the problem, break problem into component parts, and gather information about each of these parts from a variety of sources.
• Write a description of business needs, business program functions, and steps required to develop or modify an application/system/process.
• Review current capabilities, workflow, scheduling, lifecycle, and other limitations to determine if a program or program change is possible within an existing system (current vs. future state).
• Document requirements in such a way that they may be tested in a standard/repeatable fashion.
• Perform testing of requirements that have been written/documented, to assist with QA.
• Write technical and process documentation and other relevant diagrams and materials.
• Clear obstacles, follow-up assertively on tasks, holding team member accountable and escalating issues, as required.
• Drive broad stakeholder engagement and communications.
• Assist with oversight of 3rd party suppliers that are engaged in efforts.
• Consult with other team members regarding project management standards and activities.
• Coordinate with project teams.
• Create project and process specifications.

• 3+ years’ experience as a business analyst, supporting both application development, infrastructure, and/or security technology initiatives.
• Strong business analysis experience supporting financial systems, investment operations platforms, or portfolio accounting systems
• Experience supporting system implementations, platform integrations, and operational process improvement initiatives within investment management environments
• Experience with data integration, reconciliation, workflow automation, enterprise data workflows, reporting/data warehouse solutions, and API‑enabled platforms
• Familiarity with alternative investments, portfolio accounting, investment reporting, and/or financial data management processes
• Experience working within wealth management, asset management, family office, fintech, or…