Brown Advisory · 2 months ago
Investment Research Analyst
Washington, DC
Full-time
Onsite
Mid, Senior Level
$120K/yr - $180K/yr
5+ years expBrown Advisory is an independent investment management and strategic advisory firm committed to delivering exceptional client service. The Investment Research Analyst will support the Family Office Chief Investment Officer in managing portfolios, conducting investment due diligence, and performing client portfolio analysis for sophisticated family office clients.
Asset ManagementFinancial ServicesVenture CapitalWealth Management
Responsibilities
Portfolio Management: participate in portfolio management activities for large, sophisticated family office clients; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate
Investment Due Diligence: conduct in-depth due diligence on a wide variety of investment opportunities that covers individual stocks, third-party managers, and direct private deals. This position will focus on the top of the investment funnel as we sort which opportunities meet the criteria for further diligence
Idea Generation: Set up and attend investment manager meetings and conferences to collect information on current and prospective investments. Build network of other family offices to gather differentiated deal flow
Database Management: Update and maintain a database of quantitative and qualitative information about current and prospective investments (performance history, portfolio exposure, liquidity terms, etc.). Collect, review and file information on prospective investments (past performance, marketing materials, fund documents, due diligence items)
Client Portfolio Analysis: perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports
Investment Requests: Ad hoc tasks as requested by the portfolio manager (market research, manager comparisons, client spending analysis, client performance reports, etc.)
Reporting: Prepare reports on specific investment opportunities in different strategies or asset classes
Qualification
Required
Bachelor's degree required
Minimum of 5 years investment management experience
Excellent quantitative reasoning abilities and experience with statistical methods
Expert-level Excel and PowerPoint skills
General knowledge of financial markets with a high degree of interest in private investments
Strong academic background preferably with emphasis on quantitative and/or financial coursework
Self-starter with an entrepreneurial spirit (a must!)
Ability and desire to learn about a wide range of investment strategies
High integrity and extremely strong work ethic
Ability to work in our Washington D.C. 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)
Preferred
CFA Charter holder or equivalent preferred
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)
Company
Brown Advisory
Brown Advisory is an independent investment management and strategic advisory firm.
1001-5000 employees
H1B Sponsorship
Brown Advisory has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
Funding
Current Stage
Late StageLeadership Team
Michael D. Hankin
founder/President and CEO
John Chapoton
Partner and Strategic Advisor
Recent News
Maryland Daily Record
2026-01-03
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