Portfolio Analyst

Company Overview

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first‑class performance, strategic advice, and the highest level of client service. Our culture is built around a client‑first approach, supported by a global team of more than 950 equity owners across offices including Boston, New York, San Francisco, and many international locations.

Brown Advisory’s Boston office is seeking a proactive and professional individual to serve as a Portfolio Analyst. This role requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies across public, private, and alternative assets.

Participate in portfolio management for balanced, multi‑asset portfolios tailored to each client’s objectives, including managing liquidity needs and analyzing equity, fixed‑income, and alternative investment exposures.

Serve as the pod’s execution engine by ensuring data accuracy, timely trade execution, cash movements, and overall operational excellence in a fast‑paced investment environment.

Collaborate with small, cross‑functional teams to design and implement customized investment strategies for multigenerational families and endowment and foundation clients.

Support long‑term asset allocation development, evaluate approved investment vehicles, monitor multi‑asset exposures, and enhance the investment lineup.

Produce high‑quality client materials such as investment analysis, performance reporting, attribution, risk assessments, and asset allocation updates.

Monitor cash levels to support distributions, liquidity needs, and capital calls.

Build client relationships through participation in client meetings and relationship‑building efforts while maintaining independent ownership and collaborative problem‑solving.

• 2‑4 years of investment analysis experience
• Strong quantitative, analytical, and interpersonal skills
• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or related field
• Proficiency in Microsoft Office Suite (especially Excel);
  Charles River and APX strongly preferred
• Ability to multitask, establish priorities, and handle confidential material with discretion
• Passion for financial markets
• Progress towards or completion of MBA, CFA, and/or Equity Analyst experience preferred
• Ability to work in the Boston office
• Authorized to work in the United States without the need for employer‑sponsored work authorization

Salary: $85,000‑$100,000, commensurate with experience and location. Does not include bonus or long‑term incentive eligibility.

• 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) with 50% employer match up to IRS limit, 4‑year vesting

Brown Advisory is an Equal Employment Opportunity Employer.