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Investment Operations Analyst

$66k - $80k

Brown Advisory

Investment Operations AnalystBrown 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 1,000 colleagues worldwide, all of whom are equity owners of the firm.Brown Advisory is currently seeking a proactive and professional individual to fill our Investment Operations Analyst position. The primary responsibility of this position will be to provide operational support to the Investment team through client transactions, technology expertise and data administration. A successful candidate will be a proven self-starter who brings strong accountability, knowledge and detail-orientation to the organization.The primary duties and responsibilities include but are not limited to:Work closely with the Investment team and internal teams to provide superior service and support to our clientsDaily review of completed transactions report and cross reference of all expected transactions (capital activity, client cash requests, etc.) to verify completion and detect anomaliesDaily triage of the "statement inboxes" to identify actionable communications from fund managers and task appropriate team membersDaily review of cash availability for upcoming money movement transactionsMaintain portal access for investments, facilitate delivery of related documents to interested parties as needed, and support the team's workflows maintaining capital activity and valuations across required platformsProvide coverage for other team members as neededContribute to ad hoc client-related and team projects as neededDesired Qualifications1-2 years of relevant experience preferredA bachelor's degree with a record of academic achievementMastery of the Microsoft Office Suite, especially ExcelComputer savvy and the ability to easily embrace and master new technology solutionsIntellectual curiosity, critical thinking skills, and an analytical approach to solving problemsExtraordinary attention to detailAbility to take direction and work independently to complete tasksFlexibility to take on new responsibilities in a rapidly growing businessKeen judgement and the ability to handle confidential information with discretionAbility to work in Washington office locationDemonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutionsDC Salary: $66-80k. 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.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.

Vacancy posted 2 days ago
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