Portfolio Analyst at Brown Advisory in San Francisco, CA

Summary: Brown Advisory is an independent investment management and strategic advisory firm committed to delivering exceptional client service. The Portfolio Analyst role involves supporting the management of complex client portfolios, conducting investment analysis, and collaborating with various internal teams to ensure alignment with client objectives and market conditions. Responsibilities: - Support portfolio management for multi-asset class client portfolios, including monitoring allocations, liquidity management, and analysis of equity, fixed income, and alternative investments - Assist Portfolio Managers in implementing client investment strategies through portfolio analysis, trade coordination, and ongoing portfolio oversight. Includes analyzing portfolio exposures and cash positioning to support investment decisions, client liquidity needs, and timely portfolio adjustments - Monitor portfolio activity, including daily review of trades, cash balances, transactions, and account changes, to ensure portfolios remain aligned with client mandates and investment objectives - Gather and synthesize investment data from internal and external systems to provide Portfolio Managers with insights necessary for daily portfolio management - Support the evaluation and monitoring of investment strategies and managers in collaboration with the Portfolio Management team and Investment Solutions Group - Coordinate with internal teams and external managers to track capital activity, valuations, and investment documentation across required platforms - Assist with investment-related client materials and communications in partnership with Portfolio Managers, Strategic Advisors, Client Service, and Marketing teams - Contribute to portfolio analysis, investment initiatives, and other client-related projects as needed Required Qualifications: - 1-4 years of experience - Bachelor's degree required. Finance, Economics, Business Administration, Accounting, or related discipline preferred - Proficiency in Microsoft Office Suite (especially Excel and PowerPoint) and Adobe - Ability to manage multiple priorities and collaborate effectively in a fast-paced team setting - Discretion in handling confidential client information - Passion for financial markets - Must be able to work on-site in the San Francisco office - Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization Preferred Qualifications: - Strong quantitative, analytical, problem-solving and interpersonal skills - Charles River, Factset, Bloomberg, Addepar and APX strongly preferred Required Skills: Quantitative analysis, Portfolio management, Financial markets knowledge Important Skills: Microsoft Office Suite, Investment strategy implementation 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)