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Brown Advisory · 1 day ago

Research Analyst, Investment Solutions Group

New York, NY

Full-time

Onsite

Mid, Senior Level

$120K/yr - $185K/yr

3+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Research Analyst role in the Investment Solutions Group is integral to investment and portfolio management, requiring analytical skills and the ability to collaborate across teams while managing complex tasks under tight deadlines.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

Manager Sourcing & Diligence: Source prospective fund investments, including hedge funds and other alternatives, through screens, conferences, networking with industry professionals, and other channels

Manager Diligence: Conduct quantitative and qualitative investment diligence by evaluating track records, investment philosophies & processes, portfolio fit, investment risks, and more

Investment Monitoring: Ongoing coverage of existing investments which includes the production of detailed quarterly update reports. Maintain relationships with existing investments through ongoing communication with IR and investment professionals. Maintain a comprehensive database that includes performance metrics, portfolio exposures, liquidity terms, marketing materials, fund documents, etc

Internal Communication: Effectively communicate important updates and investment insights to stakeholders across the firm

Market Research: Conduct peer group analysis and asset-class diligence to support fund evaluation and idea generation

Client Engagement: Assist in designing custom portfolios, preparing client-facing materials, and communicating investment views

Ad Hoc Projects: Create custom analysis, manager comparisons, and other research tasks

Qualification

Investment analysisExcel proficiencyBloomberg knowledgeFinancial markets knowledgeQuantitative abilitiesEntrepreneurial mindsetWritten communicationVerbal communicationTeam collaborationContinuous learning

Required

Bachelor's degree, preferably in business, economics, or finance

Minimum 3 years' experience

Advanced knowledge of Excel and strong proficiency with Bloomberg

Knowledge of financial markets and major asset classes (e.g., equities, fixed income, hedge funds, alternatives, etc.)

Strong quantitative and analytical abilities

Self-starter with an entrepreneurial mindset

Excellent written and verbal communication skills

Intellectual honesty, desire for continuous learning, high integrity, strong work ethic

Highly collaborative with a desire to work in a team-oriented environment

Ability to work in our New York office five days a week

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)