Investment Materials Analyst

Brown Investment Advisory & Trust•Baltimore, MD

6d•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, and Alternative Investments businesses. The role focuses on investment data analysis, quality control, project management, and design and production coordination. The Analyst works with Research & Business Intelligence, investment teams, Marketing, Compliance, and external vendors to ensure materials are accurate, compliant, reviewed and approved by internal stakeholders, and delivered on schedule. Prior professional experience is not required. The position is based in the Baltimore, Maryland office and requires working in-office five days per week. The Analyst coordinates end-to-end production and updates of client-facing materials, validates investment performance and portfolio data, reviews deliverables for accuracy and consistency, manages approval workflows and records, and helps maintain organized repositories and repeatable production processes. The role also offers the opportunity to build expertise in investment data, materials production, design tools, and cross-functional business processes.

Requirements

Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field preferred.
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, including 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.
Authorization to work in the United States without current or future employer-sponsored work authorization.

Nice To Haves

Familiarity with Adobe InDesign.
Recent graduate status; prior full-time professional experience is not required.

Responsibilities

Coordinate end-to-end production and updates of factsheets, commentaries, pitchbooks, and other client-facing investment materials.
Manage production timelines and deliverable trackers, coordinating with internal stakeholders and external vendors.
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, investigate, and coordinate resolution of data discrepancies.
Conduct quality-control reviews of investment materials, checking numerical accuracy, reporting dates, disclosures, formatting, and consistency.
Coordinate stakeholder and Compliance approval workflows and track submissions, revisions, and final approvals before distribution.
Review materials for consistency with 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.
Manage external production vendors’ timelines and review deliverables for quality 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.
Discretionary performance bonus and additional discretionary long-term incentive compensation.
Medical, dental, and vision coverage.
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 and voluntary Life and Accidental Death & Dismemberment Insurance.
Short Term Disability and Group Long Term Disability.
Paid parental leave.
Pet insurance.
401(k) with a 50% employer match up to the IRS limit and four-year vesting.