Brown Advisory · 4 months ago
Investment Performance Analyst – Evergreen Requisition
Baltimore, MD
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $80K/yrBrown Advisory is an independent investment management and strategic advisory firm focused on delivering exceptional performance and client service. They are seeking an Investment Performance Analyst to analyze and report portfolio performance, prepare performance reports, and support compliance with GIPS standards while collaborating with various teams.
Asset ManagementFinancial ServicesVenture CapitalWealth Management
No H1B
Responsibilities
Analyze and report portfolio performance across asset classes
Prepare client-ready performance and attribution reports
Support compliance with GIPS standards and audit processes
Collaborate with portfolio managers and operations teams
Contribute to process improvements and automation initiatives
Qualification
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 and proactive mentality
Ability to adapt positively to rapidly changing priorities
Ability to remain calm in a fast-paced environment
Ability to handle confidential material with utmost discretion
Experience working in a team environment
Ability to work in our Baltimore MD office five days a week
Preferred
Knowledge of Advent Software or other portfolio management systems
Familiarity with FactSet, Bloomberg, MPI, Tableau
AI fluency
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.
Founded in 1993
1001-5000 employees
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
Company data provided by crunchbase