Transaction Management Analyst

Job TitleTransaction Management Team MemberCompany OverviewEvery 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 1,000 colleagues worldwide, all of whom are equity owners of the firm.Job DescriptionThe Transaction Management Team is primarily responsible for the evaluation, execution and oversight of all aspects of the reconciliation process between Brown Advisory and its custodian banks. The team works closely with other operational groups to ensure the firm's books and records are accurately reconciled for daily trading and reporting needs. The role also includes handling both voluntary and mandatory corporate actions, including researching event details, interpreting terms, and accurately setting up and processing events within the firm's platform.A successful candidate will be a proven self-starter with an owner/operator mentality who must bring strong accountability, knowledge and detail-orientation to the organization. Ideal candidates demonstrate the ability to independently identify risk areas and streamline processes through improved controls and innovation.The primary duties and responsibilities include but are not limited to:Research, evaluate, and process mandatory corporate actions dailyManage the full lifecycle of voluntary corporate actions, including event research, election review, and post-event validationEnsure the firm's portfolio accounting system is accurately updated daily with trading activity, corporate actions, and cash movements to support portfolio management, trading, and performance reportingOversee reconciliation operations performed by BPO vendor, ensuring accurate and timely resolution of escalations and effective management of downstream impactProactively identify and execute process improvements that drive efficiency and risk reduction that create value for internal and external stakeholdersAnalyze key workflows to identify opportunities to reduce manual effort through automation, AI-driven solutions, and process optimizationContribute to firm-wide and departmental initiatives that enhance processes, systems, and overall operational effectivenessUnderstand the impact of income transactions, corporate actions, and other events on investment vehicles, including their downstream effects on trading and performance reportingLeverage Excel tools, including lookup functions and pivot tables, to compare large datasets, identify reconciliation breaks, and drive timely resolutionRequired Qualifications:Bachelor's Degree or 6 years equivalent work experience2+ years of demonstrated success in financial or business operations fieldDemonstrate general market knowledge about stocks, bonds, options, derivatives, etc.Strong decision making, problem solving, and communication skills, both written and oralSelf-motivated and proactive team player with the ability to work well under pressureHighly organized and detail orientedAbility to work independently and on several assignments simultaneouslyProficiency with MS Office applications – Word, Excel, and OutlookDesired Skills & Experience:Bachelor's degree preferably in Finance, Accounting or EconomicsGeneral market knowledge on impact of corporate actions, dividend payments, interest payments and adjustments to cost basisGeneral knowledge on security characteristics and market dynamics, and how these factors impact reconciliationExperience leveraging AI tools to enhance workflows, including automation, data analysis, and improving efficiency in operational processesExperience with SS&C Advent's APX accounting platformExperience with FIS XSPrisa for corporate actionsExperience with Bloomberg TerminalFamiliarity with IRS cost basis requirementsApplicants 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)MD Salary: $65 - 70k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).BenefitsAt Brown Advisory we offer a competitive compensation package, including full benefits.MedicalDentalVisionWellness program participation incentiveFinancial wellness programFitness event fee reimbursementGym membership discountsColleague Assistance ProgramTelemedicine Program (for those enrolled in Medical)Adoption BenefitsDaycare late pick-up fee reimbursementBasic Life & Accidental Death & Dismemberment InsuranceVoluntary Life & Accidental Death & Dismemberment InsuranceShort Term DisabilityPaid parental leaveGroup Long Term DisabilityPet Insurance401(k) (50% employer match up to IRS limit, 4 year vesting)Brown Advisory is an Equal Employment Opportunity Employer.