Investment Research Analyst

Investment Research Analyst

Brown Advisory is seeking a highly motivated, intelligent, and experienced Investment Research Analyst to work for a Family Office Chief Investment Officer in a variety of activities, as an integral team member that works with a small number of extremely large families in terms of asset size and sophistication. This position requires an intrinsically motivated individual with an interest in investments, prior experience analyzing public equity and private investments funds and direct deals, and a desire to underwrite / diligence opportunities that are team-sourced as well as client-sourced. Strong analytical skills required, a true thirst for learning, and the capability to solve complex problems, often under deadlines.

The duties of this position include but are not limited to :

• Portfolio Management : participate in portfolio management activities for large, sophisticated family office clients; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate.
• Investment Due Diligence : conduct in-depth due diligence on a wide variety of investment opportunities that covers individual stocks, third-party managers, and direct private deals. This position will focus on the top of the investment funnel as we sort which opportunities meet the criteria for further diligence.
• Idea Generation : Set up and attend investment manager meetings and conferences to collect information on current and prospective investments. Build network of other family offices to gather differentiated deal flow.
• Database Management : Update and maintain a database of quantitative and qualitative information about current and prospective investments (performance history, portfolio exposure, liquidity terms, etc.). Collect, review and file information on prospective investments (past performance, marketing materials, fund documents, due diligence items)
• Client Portfolio Analysis : perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports.
• Investment Requests : Ad hoc tasks as requested by the portfolio manager (market research, manager comparisons, client spending analysis, client performance reports, etc.)
• Reporting : Prepare reports on specific investment opportunities in different strategies or asset classes

Job Requirements :

DC Salary : $120-180k. Commensurate with experience and location. This range does not include bonus or long term incentive eligibility (if applicable).

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.