Investment Operations Analyst

Brown Advisory • Washington, DC

7d • $66,000 - $80,000 • Onsite

About The Position

Brown Advisory is seeking a proactive and professional individual to fill our Investment Operations Analyst position. The primary responsibility of this position will be to provide operational support to the Investment team through client transactions, technology expertise and data administration. A successful candidate will be a proven self-starter who brings strong accountability, knowledge and detail-orientation to the organization.

Requirements

• 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 DC
• 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).

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

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level