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.
Job Description
Brown Advisory is seeking a highly organized, analytical and detail-oriented recent graduate to join the team as an Investment Materials Analyst.
This individual will support the production, ongoing maintenance and delivery of investment materials across the firm's Institutional, Private Client, Endowments & Foundations (PCE&F) and Alternative Investments businesses. The role focuses on data analysis, quality control, project management, design and production coordination, requiring strong organizational and analytical skills and exceptional attention to detail.
The Analyst will work closely with Research & Business Intelligence (RBI), investment teams, Marketing, Compliance, and external vendors to ensure materials are compliant with applicable regulatory requirements, appropriately reviewed and approved by internal stakeholders and delivered on schedule.
The ideal candidate will have strong analytical and organizational skills, an interest in investment management and a proactive approach to problem-solving. This entry-level role offers an opportunity to develop expertise in investment data, materials production, design tools and cross-functional business processes. Prior professional experience is not required. This role will be based out of our Baltimore, MD office.
Duties and Responsibilities
Investment Materials Production and Management
Coordinate the end-to-end production and updating of investment materials, including factsheets, commentaries, pitchbooks and other client-facing materials.
Manage production timelines and deliverable trackers, coordinating with internal stakeholders and external vendors to ensure timely completion.
Support ongoing materials updates outside of standard quarterly reporting cycles, incorporating approved changes to investment data, strategy information and other content to ensure materials remain accurate, current and consistent.
Data Verification and Quality Control
Partner with RBI to obtain and validate investment performance and portfolio data, ensuring accuracy and consistency against approved source files.
Cross-reference Excel workbooks, portfolio reports and other supporting documentation to identify, investigate and coordinate the resolution of data discrepancies with relevant teams.
Conduct detailed quality-control reviews of investment materials, verifying numerical accuracy, reporting dates, disclosures, formatting and consistency across deliverables.
Compliance and Approval Coordination
Coordinate stakeholder and Compliance approval workflows, tracking submissions, revisions and final approvals before distribution.
Review materials for consistency with Brown Advisory's editorial standards, investment terminology and approved disclosures.
Maintain accurate records of material updates, approvals and supporting data in accordance with firm policies and applicable regulatory recordkeeping requirements.
Cross-Functional Collaboration and Vendor Management
Serve as a key point of contact for quarterly materials production, coordinating with investment teams and other internal…