Brown Advisory
Business Intelligence Analyst
Baltimore, MD
No sponsorship$72k-$80kDetected 1 day ago
AccountingExcelResearchCommunicationProblem SolvingCritical Thinking
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odds of building a lasting career here
37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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About the role
- Our team takes great care to ensure that the needs of our clients are met and their expectations exceeded.
- This role will provide the right candidate with the opportunity to join a new and growing team, leverage their experience, and add value to our firm in an outsized way.
- Generate monthly, quarterly, and ad-hoc reports for large and complex client relationships.
Responsibilities
- Own all operational processes within Addepar, the firm's new supplemental portfolio accounting system.
- Partner with client teams to on-board large client relationships with complex alternative asset holdings.
- Lead alternative transaction back builds for large and complex relationships.
- Partner with investment teams to create new alternative assets, to ensure timely and accurate reporting within our portfolio account system.
- Troubleshoot any reporting or operational process errors, then propose and implement solutions.
- Manage projects to create or improve reporting content and/or advance strategic business goals.
- Create and document key operational processes and data governance.
- Develop industry insights through proactive networking, conference attendance, and independent research
- The Operations team is seeking a dynamic new colleague to support the reporting needs of our most complex clients through launching and maintaining the Addepar portfolio accounting system.
Requirements
- Experience using Addepar and Canoe required.
- Strong level of attention to detail, proven ability to work under pressure with multiple priorities, and a sense of urgency is required.
- Demonstrated experience with and knowledge of Microsoft Excel, specifically macros and v-lookup functionality.
- Demonstrated a solid proficiency and understanding of private equity and hedge fund securities, real assets, and possess general knowledge of market mechanics.
- Must have the ability to work effectively and efficiently in a very fast- paced, team environment.
- Ability to meet tight deadlines in a quick and efficient manner and escalate expeditiously as necessary.
Nice to have
- Bachelor's degree required
- finance, accounting, or economics concentration preferred.
- Work experience in lieu of degree or concentration is acceptable.
- Advent/APX, eFront or similar accounting product experience is a plus.
- Experience in Client or Firm Reporting preferred.
Compensation
- MD Salary: $72-$80k.
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
- 401(k) (50% employer match up to IRS limit, 4 year vesting)
Company info
- At Brown Advisory, we aim to be one of those inspired firms.
- But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out.
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
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