Research Analyst, Investment Solutions Group

Brown Investment Advisory & Trust•New York, NY

23d•$120 - $185•Onsite

About The Position

Brown Advisory is seeking a highly motivated and intellectually curious individual to join the Investment Solutions Group as a Research Analyst. This role is integral to the firm’s investment and portfolio management efforts. The ideal candidate will bring a passion for investing, analytical rigor, and a drive for continuous learning. The role requires the ability to solve complex problems, often under tight deadlines, and collaborate across teams at the firm. The duties of this position include but are not limited to:

Requirements

Bachelor’s degree, preferably in business, economics, or finance
Minimum 3 years' experience, 5-10 years of experience preferred ideally within a family office, endowment or similar organization
Advanced knowledge of Excel and strong proficiency with Bloomberg
Knowledge of financial markets and major asset classes (e.g., equities, fixed income, hedge funds, alternatives, etc.)
Strong quantitative and analytical abilities
Self-starter with an entrepreneurial mindset
Excellent written and verbal communication skills
Intellectual honesty, desire for continuous learning, high integrity, strong work ethic
Highly collaborative with a desire to work in a team-oriented environment
Ability to work in our New York 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 (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Responsibilities

Source prospective fund investments, including hedge funds and other alternatives, through screens, conferences, networking with industry professionals, and other channels.
Conduct quantitative and qualitative investment diligence by evaluating track records, investment philosophies & processes, portfolio fit, investment risks, and more.
Ongoing coverage of existing investments which includes the production of detailed quarterly update reports.
Maintain relationships with existing investments through ongoing communication with IR and investment professionals.
Maintain a comprehensive database that includes performance metrics, portfolio exposures, liquidity terms, marketing materials, fund documents, etc.
Effectively communicate important updates and investment insights to stakeholders across the firm.
Conduct peer group analysis and asset-class diligence to support fund evaluation and idea generation.
Assist in designing custom portfolios, preparing client-facing materials, and communicating investment views.
Create custom analysis, manager comparisons, and other research tasks.