Brown Advisory · 4 days ago
Business Intelligence Analyst
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Asset ManagementFinancial Services
Growth Opportunities
Insider Connection @Brown Advisory
Responsibilities
Generate monthly, quarterly, and ad-hoc reports for private client and institutional relationships
Produce custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis
Develop, communicate, and/or expound reports and analysis for internal and external stakeholders
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
Support client use of TouchPoint, the firm’s proprietary online client-access portal
Provide support, innovation, and project consultation for multiple business segments
Develop industry insights through proactive networking, conference attendance, and independent research
Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance
Qualification
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Required
Bachelor’s degree required
Superior analytical and problem solving skills
Experience with Microsoft Excel (VBA preferred)
Superior written and oral communication skills
Highly organized and detail-oriented
Diligent work ethic
Experience working in a team environment
Proactive mentality
Ability to adapt in a positive manner to rapidly changing priorities
Ability to remain calm in a fast-paced environment
Ability to handle confidential material with utmost discretion
Interested applicants must conduct themselves in a highly professional manner
Preferred
Knowledge of Advent Software or other portfolio management systems preferred
Knowledge of FactSet/Bloomberg/MPI/Tableau preferred
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
Company
Brown Advisory
Brown Advisory is an independent investment management and strategic advisory firm.
Funding
Current Stage
Late StageRecent News
2024-04-25
International Adviser
2024-04-25
2024-04-25
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