Institutional Product Analyst at Brown Advisory

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. 

Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

Brown Advisory, a leader in investment management, is actively seeking a dedicated and dynamic Institutional Product Analyst to join our team. This role is ideal for individuals who have garnered experience within the investment management industry, especially in areas related to Mutual Funds, Collective Investment Trusts, Exchange Traded Funds and/or Fund Administration.

The selected candidate will play a crucial role in bolstering our flourishing institutional business sector, as well as providing support to the suite of Brown Advisory Funds. We understand the importance of equipping our team with the tools they need to succeed, which is why we offer comprehensive on-the-job training to ensure you are well-prepared to meet the challenges of the role.

As an Institutional Product Analyst, you will be expected to exhibit a high level of attention to detail in all tasks, whether they involve handling complex financial data or engaging with client inquiries. Your proactive approach to problem-solving will be essential in anticipating the needs of the business and offering timely solutions. Moreover, your flexibility will be key in adapting to the evolving demands of the marketplace and the varied needs of our diverse client base.

Our ideal candidate is someone who thrives in a fast-paced environment and demonstrates a steadfast commitment to client service excellence. You will be joining a team that values collaboration, innovation, and the proactive drive to contribute to the company's success. If you have a passion for the investment management field and a desire to start your career within a supportive and professional setting, we encourage you to apply for this exciting opportunity at Brown Advisory.

Duties and 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

Job Requirements:

• 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

MD Salary Range: $75-$85k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

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).

Benefits

At Brown Advisory we offer a competitive compensation package, including full 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)

Brown Advisory is an Equal Employment Opportunity Employer.