Investment Materials Analyst

Brown Advisory•Baltimore, MD

7d•$60,000 - $72,000•Onsite

About The Position

Brown Advisory is seeking a highly organized, analytical and detail-oriented recent graduate to support the production, maintenance and delivery of investment materials across its Institutional, Private Client, Endowments & Foundations (PCE&F), and Alternative Investments businesses. The role covers data analysis, quality control, project management, design and production coordination, and requires strong organizational and analytical skills and exceptional attention to detail. The Analyst works closely with Research & Business Intelligence (RBI), investment teams, Marketing, Compliance and external vendors to ensure materials meet applicable regulatory requirements, receive appropriate internal review and approval, and are delivered on schedule. This entry-level position offers the opportunity to develop expertise in investment data, materials production, design tools and cross-functional business processes. Prior professional experience is not required. The position is based in Brown Advisory’s Baltimore, Maryland office and requires working in-office five days per week.

Requirements

Strong proficiency in Microsoft Excel, including organizing and analyzing large data sets, using formulas and lookup functions, reconciling information, and identifying discrepancies across sources.
Proficiency in Microsoft PowerPoint and Word, with an interest in presentation design and visual communication.
Exceptional attention to detail and analytical skills, including the ability to identify numerical and content inconsistencies.
Strong organizational and project management skills, with the ability to manage competing deadlines and take ownership of recurring deliverables.
Effective communication and interpersonal skills, with a collaborative and proactive approach to problem-solving.
Interest in investment management, investment operations or client reporting, and willingness to learn investment performance data and reporting tools.
Ability to work in-office five days per week.
Must be authorized to work in the United States without current or future employer-sponsored work authorization or sponsorship.

Nice To Haves

Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing or a related field is preferred.
Recent graduates are encouraged to apply; prior full-time professional experience is not required.
Familiarity with Adobe InDesign is a plus.

Responsibilities

Coordinate the end-to-end production and updating of investment materials, including factsheets, commentaries, pitchbooks and other client-facing materials.
Manage production timelines and deliverable trackers, coordinating with internal stakeholders and external vendors to ensure timely completion.
Update materials outside standard quarterly reporting cycles using approved changes to investment data, strategy information and other content.
Partner with Research & Business Intelligence to obtain and validate investment performance and portfolio data against approved source files.
Cross-reference Excel workbooks, portfolio reports and supporting documentation to identify and help resolve data discrepancies with relevant teams.
Conduct quality-control reviews of investment materials, checking numerical accuracy, reporting dates, disclosures, formatting and consistency.
Coordinate stakeholder and Compliance approval workflows, tracking submissions, revisions and final approvals before distribution.
Review materials for consistency with firm editorial standards, investment terminology and approved disclosures.
Maintain records of material updates, approvals and supporting data in accordance with firm policies and applicable regulatory recordkeeping requirements.
Coordinate quarterly materials production with investment teams and other internal stakeholders.
Coordinate with external production vendors on timelines, deliverable reviews, quality standards and deadlines.
Collaborate with Marketing and Digital teams to finalize, publish and distribute approved materials through appropriate channels.
Maintain organized repositories of approved materials, supporting data and templates with appropriate version control and accessibility.
Develop and maintain standardized tracking tools, quality-control checklists and repeatable production workflows.
Identify opportunities to improve efficiency through process enhancements, automation and responsible use of artificial intelligence in accordance with firm policies.

Benefits

Competitive compensation package and full benefits.
Medical insurance.
Dental insurance.
Vision insurance.
Wellness program participation incentive.
Financial wellness program.
Fitness event fee reimbursement.
Gym membership discounts.
Colleague Assistance Program.
Telemedicine Program for colleagues enrolled in Medical.
Adoption benefits.
Daycare late pick-up fee reimbursement.
Basic Life and Accidental Death & Dismemberment Insurance.
Voluntary Life and Accidental Death & Dismemberment Insurance.
Short Term Disability.
Paid parental leave.
Group Long Term Disability.
Pet insurance.
401(k) with 50% employer match up to the IRS limit and four-year vesting.
Eligible for a discretionary performance bonus and additional discretionary long-term incentive compensation.