Business Intelligence Analyst

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

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. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary

Brown Advisory provides applicants with a client-first, fast-paced, entrepreneurial environment where they will have the opportunity to develop their problem-solving skills with the support of dedicated teammates. Our team takes great care to ensure that the needs of our stakeholders are met and their expectations are exceeded. The Reporting & Business Intelligence Team is currently seeking a dynamic individual to drive change and solve complex challenges by utilizing data as a Business Intelligence Analyst.

Essential Functions/Responsibilities:

Generate monthly, quarterly, and ad-hoc reports for our private client and institutional relationships

Produce custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis

Develop, communicate, and/or expound reports and analysis for internal and external stakeholders

Troubleshoot any reporting or operational process errors, then propose and implement solutions

Manage projects to create or improve reporting content and/or advance strategic business goals

Support client use of TouchPoint, the firm’s proprietary online client-access portal

Provide support, innovation, and project consultation for multiple business segments

Develop industry insights through proactive networking, conference attendance, and independent research

Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance

Qualifications:

Bachelor’s degree required

Superior analytical and problem solving skills

Experience with Microsoft Excel (VBA preferred)

Superior written and oral communication skills

Highly organized and detail-oriented

Diligent work ethic

Experience working in a team environment

Proactive mentality

Ability to adapt in a positive manner to rapidly changing priorities

Ability to remain calm in a fast paced environment

Ability to handle confidential material with utmost discretion

Interested applicants must conduct themselves in a highly professional manner

Knowledge of Advent Software or other portfolio management systems preferred

Knowledge of FactSet/Bloomberg/MPI/Tableau preferred

Ability to work in an office location

MD Salary: $72-$80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full 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)