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Brown Advisory · 16 hours ago

Investment Operations Analyst

US DC Washington DC Office

Full-time

Onsite

New Grad, Entry Level

$66K/yr - $80K/yr

0+ years exp

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 Investment Operations Analyst will provide operational support to the Investment team through client transactions, technology expertise, and data administration.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

Work closely with the Investment team and internal teams to provide superior service and support to our clients

Daily review of completed transactions report and cross reference of all expected transactions (capital activity, client cash requests, etc.) to verify completion and detect anomalies

Daily triage of the “statement inboxes” to identify actionable communications from fund managers and task appropriate team members

Daily review of cash availability for upcoming money movement transactions

Maintain portal access for investments, facilitate delivery of related documents to interested parties as needed, and support the team’s workflows maintaining capital activity and valuations across required platforms

Provide coverage for other team members as needed

Contribute to ad hoc client-related and team projects as needed

Qualification

Microsoft Office SuiteExcelAnalytical skillsAttention to detailJudgmentIndependenceComputer savvyCritical thinkingFlexibility

Required

0-2 years of relevant experience

A bachelor's degree with a record of academic achievement

Mastery of the Microsoft Office Suite, especially Excel

Computer savvy and the ability to easily embrace and master new technology solutions

Intellectual curiosity, critical thinking skills, and an analytical approach to solving problems

Extraordinary attention to detail

Ability to take direction and work independently to complete tasks

Flexibility to take on new responsibilities in a rapidly growing business

Keen judgement and the ability to handle confidential information with discretion

Ability to work in Washington office location

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)