Brown Advisory is an independent investment management and strategic advisory firm committed to ... Partner with client teams to on-board large client relationships with complex alternative asset ...

51 Brown Advisory Relationship Associate Jobs Hiring Near You
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Partner with client teams to on-board large client relationships with complex alternative asset ...
Associate Portfolio Manager, Investment Solutions Group
Manhattan, NY · On-site
$140 - $165/hr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Establish strong working relationships with team members in the New York office and throughout the ...
Associate Portfolio Manager, Investment Solutions Group
Manhattan, NY · On-site
$140 - $165/hr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Establish strong working relationships with team members in the New York office and throughout the ...
Asset Transfers Analyst
Baltimore, MD · On-site
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... Communicate with internal Client Service and Relationship Managers to obtain necessary ...
Asset Transfers Analyst
Baltimore, MD · On-site
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... Communicate with internal Client Service and Relationship Managers to obtain necessary ...
Cash Management Analyst
Baltimore, MD · On-site
Travel to multiple Brown Advisory locations to build relationships with end users of cash management systems and tools. * Participation in projects and special assignments, as requested on a periodic ...
Cash Management Analyst
Baltimore, MD · On-site
Travel to multiple Brown Advisory locations to build relationships with end users of cash management systems and tools. * Participation in projects and special assignments, as requested on a periodic ...
Executive Assistant
San Francisco, CA · On-site
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... Maintain contact data, campaigns and dashboards in Salesforce CRM - add meeting activity, sales ...
Executive Assistant
San Francisco, CA · On-site
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... Maintain contact data, campaigns and dashboards in Salesforce CRM - add meeting activity, sales ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Lead the management of all aspects of client relationships, including trading, reporting ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Lead the management of all aspects of client relationships, including trading, reporting ...
Senior Accountant
Baltimore, MD · On-site
$73K - $92K/yr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... You will build strong relationships with cross-functional partners and various levels of management ...
Senior Accountant
Baltimore, MD · On-site
$73K - $92K/yr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... You will build strong relationships with cross-functional partners and various levels of management ...
Portfolio Analyst
Baltimore, MD · On-site
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... client relationships, including communication, trading and coordination with Portfolio Managers ...
Portfolio Analyst
Baltimore, MD · On-site
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... client relationships, including communication, trading and coordination with Portfolio Managers ...
Executive Assistant
San Francisco, CA · On-site
Executive Assistant Brown Advisory is currently seeking a customer service oriented individual to ... Maintain contact data, campaigns and dashboards in Salesforce CRM - add meeting activity, sales ...
Executive Assistant
San Francisco, CA · On-site
Executive Assistant Brown Advisory is currently seeking a customer service oriented individual to ... Maintain contact data, campaigns and dashboards in Salesforce CRM - add meeting activity, sales ...
Global Equity Trader
Baltimore, MD · On-site
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Relationships and Market Intelligence * Collaborate with Portfolio Managers and Research Analysts ...
Global Equity Trader
Baltimore, MD · On-site
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Relationships and Market Intelligence * Collaborate with Portfolio Managers and Research Analysts ...
Portfolio Analyst
Norfolk, VA · On-site
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... client relationships, including communication, trading and coordination with Portfolio Managers ...
Portfolio Analyst
Norfolk, VA · On-site
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... client relationships, including communication, trading and coordination with Portfolio Managers ...
2027 Summer Analyst
Baltimore, MD · On-site
$20 - $35/hr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Interest in relationship management and a desire to understand client investment objectives.
2027 Summer Analyst
Baltimore, MD · On-site
$20 - $35/hr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Interest in relationship management and a desire to understand client investment objectives.
Senior Accountant
Baltimore, MD · On-site
$73K - $92K/yr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... You will build strong relationships with cross-functional partners and various levels of management ...
Senior Accountant
Baltimore, MD · On-site
$73K - $92K/yr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... You will build strong relationships with cross-functional partners and various levels of management ...
Asset Transfers Analyst
Baltimore, MD · On-site
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... Communicate with internal Client Service and Relationship Managers to obtain necessary ...
Asset Transfers Analyst
Baltimore, MD · On-site
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... Communicate with internal Client Service and Relationship Managers to obtain necessary ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Partner with client teams to on-board large client relationships with complex alternative asset ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Partner with client teams to on-board large client relationships with complex alternative asset ...
Portfolio Manager Brown Advisory's New York Office is seeking a proactive and professional ... Lead the management of all aspects of client relationships, including trading, reporting ...
Portfolio Manager Brown Advisory's New York Office is seeking a proactive and professional ... Lead the management of all aspects of client relationships, including trading, reporting ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Experience working with infrastructure teams to remediate complex privilege relationships without ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Experience working with infrastructure teams to remediate complex privilege relationships without ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Experience working with infrastructure teams to remediate complex privilege relationships without ...
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Experience working with infrastructure teams to remediate complex privilege relationships without ...
Senior Accountant
Baltimore, MD · On-site
$73K - $92K/yr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... You will build strong relationships with cross-functional partners and various levels of management ...
Senior Accountant
Baltimore, MD · On-site
$73K - $92K/yr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... You will build strong relationships with cross-functional partners and various levels of management ...
Senior Business Analyst, Private Client Endowments and Foundations
Baltimore, MD · On-site
$91K - $118K/yr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Build and maintain strong working relationships across teams, offices, and functions throughout the ...
Senior Business Analyst, Private Client Endowments and Foundations
Baltimore, MD · On-site
$91K - $118K/yr
Brown Advisory is an independent investment management and strategic advisory firm committed to ... Build and maintain strong working relationships across teams, offices, and functions throughout the ...
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Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 19 days ago
Job description
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 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.
Position Summary
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.
Essential Functions/Responsibilities:
Own all operational processes within Addepar, the firm's new supplemental portfolio accounting system.
Partner with client teams to on-board large client relationships with complex alternative asset holdings.
Lead alternative transaction back builds for large and complex relationships.
Partner with investment teams to create new alternative assets, to ensure timely and accurate reporting within our portfolio account system.
Generate monthly, quarterly, and ad-hoc reports for large and complex client relationships.
Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance.
Troubleshoot any reporting or operational process errors, then propose and implement solutions.
Manage projects to create or improve reporting content and/or advance strategic business goals.
Create and document key operational processes and data governance.
Develop industry insights through proactive networking, conference attendance, and independent research
Minimum Qualifications:
Bachelor's degree required; finance, accounting, or economics concentration preferred. Work experience in lieu of degree or concentration is acceptable.
Experience using Addepar and Canoe required.
Advent/APX, eFront or similar accounting product experience is a plus.
Demonstrated analytical, evaluative, and critical thinking skills.
Strong level of attention to detail, proven ability to work under pressure with multiple priorities, and a sense of urgency is required.
Demonstrated experience with and knowledge of Microsoft Excel, specifically macros and v-lookup functionality.
Demonstrated a solid proficiency and understanding of private equity and hedge fund securities, real assets, and possess general knowledge of market mechanics.
Must have the ability to work effectively and efficiently in a very fast-paced, team environment.
Strong decision making, organization, and communication skills, both written and verbal.
A client-first mentality, demonstrated flexibility, and strong communication skills.
Strong time-management, problem-resolution and research skills.
Ability to meet tight deadlines in a quick and efficient manner and escalate expeditiously as necessary.
Demonstrated experience with and knowledge of Microsoft Excel, specifically macros and v-lookup functionality.
Demonstrated a solid proficiency and understanding of private equity and hedge fund securities, real assets, and possess general knowledge of market mechanics.
Experience in Client or Firm Reporting preferred.
Ability to work in an office location five days weekly
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $72-$80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Benefits
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.
About Brown Advisory
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Baltimore, MD, US
Year founded
1993