Asset Transfers Analyst

Brown Advisory is seeking a proactive, detail-oriented, and team-driven Asset Transfers Analyst to join their Private Client Operations team. The Analyst will support the execution and oversight of internal and external account transfers while collaborating with partners across Operations, Private Client, Legal & Compliance, Technology, and Client Service.

Requirements

• Support all aspects of the account funding and asset transfer process for Private Client and Institutional clients.
• Review, interpret, and validate information on client account statements to ensure successful transfer of a variety of asset types.
• Communicate with internal Client Service and Relationship Managers to obtain necessary documentation and ensure timely account funding.
• Navigate multiple systems and applications to process transfers and respond to evolving business needs.
• Work directly with external custodians to initiate and track transfers, process gifting requests, and complete related reporting or audits.
• Use sound judgment to identify issues, escalate exceptions, and communicate resolutions to stakeholders.
• Collaborate with internal partners—including Legal, Compliance, Technology, and Audit—to support firm goals and ensure process alignment.
• Contribute to a culture of continuous improvement by identifying control gaps and recommending enhancements to workflows or tools.
• Participate in or lead departmental projects, presenting findings and updates to leadership as appropriate.

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)