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Brown Advisory · 4 hours ago

Institutional Product Analyst

Baltimore, MD

Full-time

Onsite

Entry, Mid Level

$75K/yr - $85K/yr

2+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. They are seeking an Institutional Product Analyst to support their institutional business sector, focusing on operational aspects of pooled vehicles and ensuring regulatory compliance.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

Support operational aspects of pooled vehicles, including reviewing NAV calculations, financial reporting, and performance analysis

Assist in vendor oversight to ensure optimal performance

Help ensure regulatory compliance with applicable industry standards

Liaise with fund managers, custodians, auditors, and service providers on fund activities

Maintain accurate and comprehensive records of fund activities

Assist with preparing and distributing detailed fund reports to stakeholders

Contribute to the development and application of fund policies and procedures

Respond to investor inquiries and provide necessary information

Participate in process improvement initiatives to increase efficiency and accuracy

Monitor cash flow and oversee global cash activities across multiple vehicles

Support oversight of short-term trading activities

Track daily investor inflows and outflows

Assist with the launch of new sub-funds and other growth opportunities

Work collaboratively across Brown Advisory’s divisions to support business growth

Provide support to the sales team with product knowledge and query response

Develop and maintain a solid understanding of Brown Advisory product features and industry trends

Qualification

Investment management experienceFundamental investment conceptsMicrosoft Excel proficiencyMicrosoft Word proficiencyMicrosoft PowerPoint proficiencySelf-motivated team playerEager to learnCommunication skillsDetail-oriented

Required

Degree in a relevant field

Approximately 2 years of experience in investment management or a related area preferred

Fundamental understanding of investment concepts (including equity and fixed income)

Proficient in Microsoft Word, Excel, and PowerPoint

Strong communication skills, both verbal and written

Detail-oriented, organized, and able to prioritize tasks effectively

Self-motivated team player with a solutions-focused mindset

Eager to learn and interested in pursuing industry certifications

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)