Portfolio Analyst
Brown AdvisoryBoston, Massachusetts, United States
Posted February 24, 2026
85000 - 100000 USD
Full Time
About the Company
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service.
Job Description
Brown Advisory is seeking a proactive and professional Portfolio Analyst to serve as the execution engine for portfolio management and analytical work. The position requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies.
Requirements
- Participate in portfolio management for balanced, multi-asset portfolios
- Serve as the pod's execution engine by ensuring data accuracy and timely trade execution
- Design and implement customized investment strategies for multigenerational families and endowment and foundation clients
- Produce high-quality client materials such as investment analysis and performance reporting
- Assist in managing client relationships, including communication and trading
Benefits
- Medical
- Dental
- Vision
- Wellness program participation incentive
- Financial wellness program
- Fitness event fee reimbursement
- Gym membership discounts
- Colleague Assistance Program
- Telemedicine Program
- 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)