Brown Advisory · 9 hours ago
Portfolio Analyst
New York, NY
Full-time
Onsite
Entry, Mid Level
$90K/yr - $115K/yr
1+ years expBrown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Portfolio Analyst will support portfolio management activities and provide analytical insights to meet diverse investment strategies for clients.
Asset ManagementFinancial ServicesVenture CapitalWealth Management
No H1B
Responsibilities
Participate in portfolio management and investment activities for balanced multi-asset class portfolios; each subject to the customized investment needs of the client
Provide service and support functions such as portfolio analysis and client/prospect meeting preparation
Conduct detailed analysis of equity, fixed income and opportunistic alternative investments as appropriate
Prepare custom reports on specific investment opportunities in different strategies or asset classes
Analyze complex financial information and ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems and information accuracy)
Ownership of trade execution and relationships with trade operation colleagues
Create detailed presentations for regular updates or meetings with clients and prospects
Establish strong working relationships with team members in the New York office and throughout the organization
Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, and Client Service Team
Qualification
Required
Bachelor's degree in Finance, Economics, Business Administration, Accounting or related subject
A minimum of 1 year of experience
Strong quantitative, analytical, and interpersonal skills
Comfortable with Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
General knowledge of financial markets with an interest in alternative investments
Strong academic background preferably with emphasis on quantitative and/or financial coursework
Self-starter with an entrepreneurial spirit (a must!)
Enthusiasm and passion for investments and capital markets
High integrity and extremely strong work ethic
Ability to multi-task and establish priorities
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
Preferred
2-4 years of experience within the finance industry preferred
Familiarity with Charles River, APX, FactSet, and Bloomberg a plus
Progress toward CFA designation 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
Funding
Current Stage
Late StageLeadership Team
Michael D. Hankin
Co-CEO and Partner
John Chapoton
Partner and Strategic Advisor
Recent News
2025-10-26
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