Brown Advisory · 2 days ago
Relationship Associate, Alternatives
New York, NY
Full-time
Onsite
Entry Level
$75K/yr - $105K/yr
2+ years expBrown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Relationship Associate will perform a range of activities to ensure prompt execution of client requests and support for portfolios with alternative investments.
FinanceVenture CapitalAsset ManagementFinancial ServicesWealth Management
No H1B
Responsibilities
Calculation of investment performance and compiling custom performance reporting
Update and manage client alternative asset pricing by coordinating with Portfolio Management and Operations Teams
Actively support client account maintenance activities including opening new accounts, address changes, online enrollment, etc
Handle cash management activities including domestic and international fund transfers, monitoring client cash balances, establishing recurring payments and resolving issues as needed
Facilitate and prepare alternative asset subscription and redemption forms and maintain records of corresponding AML documentation
Correspond with clients to request timely signatures on investment agreements, and subscription and redemption documentation. Electronic filing of executed documents
Perform general administration including writing and editing correspondence, answering phones, contact data maintenance, etc
Complete ad hoc client-related projects as needed
Qualification
Required
Bachelor's degree in accounting or finance; 2+ years financial industry or client service/operations experience preferred
Highly organized work style; detail-oriented and accurate
Ability to multi-task and adapt to changing priorities to meet client demands
Collaborative team-player; self-motivated with a strong work ethic
Demonstrates tact, discretion and good judgement in handling sensitive and confidential information
Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
Proficiency with M.S. Office suite including Excel, Word & PowerPoint
Exhibits excellent communication skills, both verbal and written
Eager to contribute and learn, ask questions and provide solutions
Ability to work on-site in our New York 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)
Preferred
Experience with trust administration and/or client account documentation a plus
Experience using Adobe Acrobat and DocuSign
Experience using Solovis and/or Addepar reporting systems
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)
Company
Brown Advisory
Brown Advisory is an independent investment management and strategic advisory firm.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Michael D. Hankin
founder/President and CEO
John Chapoton
Partner and Strategic Advisor
Recent News
UK Investor Magazine
2026-02-04
Maryland Daily Record
2026-01-03
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