Strategic Advisory Co-op

Brown Advisory • Boston, MA

8d • $20 - $35 • Onsite

About The Position

Brown Advisory is seeking a motivated, team-oriented student to participate in a 6-month co-op program. Through participating in this entrepreneurial and project-based program, the student has the opportunity to gain exposure to Strategic Advisory services at the firm. The Strategic Advisory team serves as Brown Advisory’s thought-leaders for long-term strategic planning for clients and collaborates with Private Client Portfolio Managers to develop and execute plans for individuals and families on a wide range of issues, often in coordination with clients’ outside advisors. Strategic Advisors deal comprehensively with income and tax planning, cash-flow planning, trust and estate advisory, retirement planning, lending advisory, trustee services, family business transfer, pre-liquidity planning, generational asset transfer, handling specialty assets, insurance advisory, philanthropic advice, and family office services.

Requirements

• Students on their second co-op (candidates must have already successfully completed their first co-op in order to be eligible for this opportunity)
• Balanced resume with a demonstrated record of achievement, such as extracurricular activities or leadership
• Entrepreneurial mindset as well as the ability to proactively identify, execute, and manage projects of interest
• Excellent communication and presentation skills with an exceptional attention to detail
• Genuine interest in private wealth management, financial planning, and investing
• Minimum GPA of 3.0 and a demonstrated record of academic achievement
• Ability to work our Boston 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).

Nice To Haves

• Strong interpersonal skills and a collaborative, team-oriented approach
• High analytical expertise tempered by a strong relationship-building mentality
• Passionate, creative, and innovative with a high level of familiarity across a broad range of advisory topics
• Exceptional organizational skills and strong ability to prioritize tasks

Responsibilities

• Provide Strategic Advisory support within a client team for a broad array of individual, family and trust portfolios, subject to the special needs of each client
• Assist in the management process of client relationships in coordination with the Strategic Advisory and Private Client teams
• Learn and utilize our Financial Planning software to help with cash flow modeling and capital sufficiency analysis
• Contribute to the creation of core deliverables on the Strategic Advisory team by developing balance sheets and graphical estate plan summaries for key clients
• Coordinate presentations of the firm’s Strategic Advisory capabilities, including developing content for prospective clients and their advisors
• Organize timely and relevant content for internal and external audiences in coordination with broader team
• Stay abreast of major tax or legislative updates that impact the families we work with
• Demonstrate an interest in developing knowledge of personal tax, estate planning, retirement savings strategies, philanthropic planning, and various investment strategies
• Act as self-starter capable of operating independently with a high level of direct responsibility, while maintaining strong ties to the Strategic Advisory team

Benefits

• Hourly Pay: $20-$35 hourly. Commensurate with experience and location. This range does not include bonus or long term incentive eligibility (if applicable).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed