Brown Advisory

Brown Advisory

Portfolio Analyst

San Francisco, CA

No sponsorship$90k-$115kDetected 30 days ago
AccountingExcelCommunicationCollaborationProblem SolvingOrganizational SkillsMicrosoft Office

About the role

  • include investment analysis, portfolio monitoring, liquidity management, and assisting in the implementation of client investment strategies.
  • The role requires strong analytical skills, sound judgment, attention to detail, a collaborative mindset, the ability to connect dots across systems and teams, and a willingness to dive into the details of daily portfolio processes.

Responsibilities

  • The analyst partners with Portfolio Managers, Investment Solutions, Client Service, and other internal teams to help ensure portfolios are positioned appropriately relative to client objectives and market conditions.
  • Includes analyzing portfolio exposures and cash positioning to support investment decisions, client liquidity needs, and timely portfolio adjustments.
  • Support the evaluation and monitoring of investment strategies and managers in collaboration with the Portfolio Management team and Investment Solutions Group.
  • Brown Advisory's San Francisco office is seeking a Portfolio Analyst to support the management and oversight of complex client portfolios across a broad range of asset classes and investment strategies.
  • The Portfolio Analyst works closely with the local Investment Team to support portfolio management for multi-asset class client portfolios.

Requirements

  • The ideal candidate possesses a "can do" mentality and always puts our client's interests first.
  • Coordinate with internal teams and external managers to track capital activity, valuations, and investment documentation across required platforms.
  • Successful candidates are motivated to provide proactive support to Portfolio Managers in the management of client portfolios and possess a strong interest in financial markets and investment strategy. They demonstrate strong analytical capabilities, exceptional organizational skills, attention to detail, and the ability to operate independently with a high level of direct responsibility while collaborating across investment teams.
  • Portfolio Analysts are highly professional and committed to delivering thoughtful portfolio support and a high-quality client investment experience.
  • Specific qualifications for the Portfolio Analyst position include:
  • Strong quantitative, analytical, problem-solving and interpersonal skills
  • Bachelor's degree required. Finance, Economics, Business Administration, Accounting, or related discipline preferred
  • 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 (e.g., H-1B, O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Nice to have

  • 1-4 years of experience preferred
  • Bachelor's degree required.
  • Finance, Economics, Business Administration, Accounting, or related discipline preferred
  • Proficiency in Microsoft Office Suite (especially Excel and PowerPoint) and Adobe
  • Charles River, Factset, Bloomberg, Addepar and APX strongly preferred

Compensation

  • Does not include bonus or long term incentive eligibility (if applicable).

Benefits

  • At Brown Advisory we offer a competitive compensation package, including full benefits.
  • Wellness program participation incentive
  • Financial wellness program
  • Fitness event fee reimbursement
  • Gym membership discounts
  • Telemedicine Program (for those enrolled in Medical)
  • Adoption Benefits
  • Daycare late pick-up fee reimbursement
  • Short Term Disability
  • Paid parental leave
  • Group Long Term Disability
  • Support portfolio management for multi-asset class client portfolios, including monitoring allocations, liquidity management, and analysis of equity, fixed income, and alternative investments.

Visa & Work Authorization

  • 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 s
Apply directly at Brown Advisory →Create a free account for alerts like thisView Brown Advisory immigration profile

This listing is sourced directly from Brown Advisory's careers page and normalized into a canonical job model.