Investment Research Analyst

Brown Advisory • Washington, DC

123d • $120,000 - $180,000

About The Position

Brown Advisory is seeking a highly motivated, intelligent, and experienced Investment Research Analyst to work for a Family Office Chief Investment Officer in a variety of activities. This position requires an intrinsically motivated individual with an interest in investments, prior experience analyzing public equity and private investments funds and direct deals, and a desire to underwrite / diligence opportunities that are team-sourced as well as client-sourced. Strong analytical skills required, a true thirst for learning, and the capability to solve complex problems, often under deadlines.

Requirements

• Bachelor’s degree required.
• CFA Charter holder or equivalent preferred.
• Minimum of 5 years investment management experience.
• Excellent quantitative reasoning abilities and experience with statistical methods.
• Expert-level Excel and PowerPoint skills.
• General knowledge of financial markets with a high degree of interest in private investments.
• Strong academic background preferably with emphasis on quantitative and/or financial coursework.
• Self-starter with an entrepreneurial spirit.
• Ability and desire to learn about a wide range of investment strategies.
• High integrity and extremely strong work ethic.
• Ability to work in the Washington D.C. office five days a week.
• Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.

Responsibilities

• Participate in portfolio management activities for large, sophisticated family office clients, managing liquidity needs and analyzing equity, fixed income, and opportunistic alternative investments.
• Conduct in-depth due diligence on a wide variety of investment opportunities covering individual stocks, third-party managers, and direct private deals.
• Set up and attend investment manager meetings and conferences to collect information on current and prospective investments.
• Build a network of other family offices to gather differentiated deal flow.
• Update and maintain a database of quantitative and qualitative information about current and prospective investments.
• Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports.
• Complete ad hoc tasks as requested by the portfolio manager, including market research, manager comparisons, and client performance reports.
• Prepare reports on specific investment opportunities in different strategies or asset classes.

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: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees