Asset Transfers Analyst

Asset Transfers Analyst

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. We are seeking a proactive, detail-oriented, and team-driven Asset Transfers Analyst to join our Private Client Operations team. This role is ideal for candidates looking to build a foundation in financial operations and develop expertise in account funding and asset movement processes.

The Analyst will support the execution and oversight of internal and external account transfers while collaborating with partners across Operations, Private Client, Legal & Compliance, Technology, and Client Service. This role offers the opportunity to contribute to process improvements and participate in strategic and technology-driven initiatives.

Essential Functions / Responsibilities

• Support all aspects of the account funding and asset transfer process for Private Client and Institutional clients.
• Review, interpret, and validate information on client account statements to ensure successful transfer of a variety of asset types.
• Communicate with internal Client Service and Relationship Managers to obtain necessary documentation and ensure timely account funding.
• Manage inbound requests through internal workflow systems, adhering to service-level expectations and prioritizing tasks based on urgency.
• Navigate multiple systems and applications to process transfers and respond to evolving business needs.
• Work directly with external custodians to initiate and track transfers, process gifting requests, and complete related reporting or audits.
• Use sound judgment to identify issues, escalate exceptions, and communicate resolutions to stakeholders.
• Collaborate with internal partnersincluding Legal, Compliance, Technology, and Auditto support firm goals and ensure process alignment.
• Contribute to a culture of continuous improvement by identifying control gaps and recommending enhancements to workflows or tools.
• Participate in or lead departmental projects, presenting findings and updates to leadership as appropriate.

Minimum Qualifications

• Bachelor's degree required.
• Strong attention to detail and ability to work under pressure in a fast-paced environment.
• Excellent organizational, analytical, and communication skills (both written and verbal).
• Ability to manage multiple priorities with a sense of urgency.
• Demonstrated professionalism and ability to handle confidential information.
• Strong client-service mindset with flexibility and follow-through.

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Intermediate knowledge of Microsoft Excel and comfort working with large data sets.
• Familiarity with custodian, bank, or broker transfer requirements.
• Experience with systems such as Advent APX or Pega Systems.

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.

Salary: $60-70k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).

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.