Brown Advisory

Brown Advisory

Operational Due Diligence Analyst

New York, NY

Sponsorship not specified$90k-$130kDetected 30 days ago
Data AnalysisAccountingExcelValuationResearchCommunicationProblem SolvingOrganizational SkillsMicrosoft OfficeCFA

About the role

  • Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.
  • 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.

Responsibilities

  • Utilize AI tools and data analysis techniques to improve research efficiency, document analysis, monitoring workflows, and reporting capabilities
  • Develop and enhance internal due diligence processes, data infrastructure, and workflow automation tools
  • Partner with investment, research, risk, legal, compliance, and technology teams on cross-functional initiatives
  • Support ad hoc analytical and strategic projects across the investment platform

Requirements

  • 1-5 years of experience in operational due diligence, investment operations, fund accounting, risk management, consulting, audit, or related financial services roles
  • Demonstrated ability to leverage AI tools and technology to improve workflows, research, analysis, or reporting processes
  • Bachelor's degree required
  • Ability to work effectively in a team environment
  • Advanced knowledge of Microsoft Word and Excel
  • Ability to work independently and efficiently on several assignments simultaneously
  • Strong interest in investment manager operational risk analysis and alternative investments
  • Understanding of financial instruments and investment fund structures
  • Excellent verbal, written, and interpersonal communication skills
  • Highly organized and detail oriented
  • Superior analytical, problem solving, organizational, and communication skills
  • Superior written and oral communication skills
  • Willingness to travel globally, approximately 10-20%

Nice to have

  • CFA or CAIA preferred, not required

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
  • 401(k) (50% employer match up to IRS limit, 4 year vesting)

Company info

  • 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.

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