Brown Advisory
Business Intelligence Analyst
Brown Advisory, Baltimore, Maryland, United States, 21276
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 with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 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 relationshipsProduce custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basisDevelop, communicate, and/or expound reports and analysis for internal and external stakeholdersTroubleshoot any reporting or operational process errors, then propose and implement solutionsManage projects to create or improve reporting content and/or advance strategic business goalsSupport client use of TouchPoint, the firm’s proprietary online client-access portalProvide support, innovation, and project consultation for multiple business segmentsDevelop industry insights through proactive networking, conference attendance, and independent researchAnalyze and interpret relevant investment data, including portfolio positions, transactions, and performanceQualifications:
Bachelor’s degree requiredSuperior analytical and problem solving skillsExperience with Microsoft Excel (VBA preferred)Superior written and oral communication skillsHighly organized and detail-orientedDiligent work ethicExperience working in a team environmentProactive mentalityAbility to adapt in a positive manner to rapidly changing prioritiesAbility to remain calm in a fast paced environmentAbility to handle confidential material with utmost discretionInterested applicants must conduct themselves in a highly professional mannerKnowledge of Advent Software or other portfolio management systems preferredKnowledge of FactSet/Bloomberg/MPI/Tableau preferredAbility to work in an office locationBenefits
At Brown Advisory we offer a competitive compensation package, including full benefits.MedicalDentalVisionWellness program participation incentiveFinancial wellness programGym membership discountsFitness event fee reimbursementCorporate gym membership discountsColleague Assistance ProgramTelemedicine Program (for those enrolled in Medical)Adoption BenefitsDaycare late pick-up fee reimbursementBasic Life & Accidental Death & Dismemberment InsuranceVoluntary Life & Accidental Death & Dismemberment InsuranceShort Term DisabilityPaid parental leaveGroup Long Term DisabilityPet Insurance401(k) (50% employer match up to IRS limit, 4 year vesting)Brown Advisory is an Equal Employment Opportunity Employer.
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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 with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 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 relationshipsProduce custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basisDevelop, communicate, and/or expound reports and analysis for internal and external stakeholdersTroubleshoot any reporting or operational process errors, then propose and implement solutionsManage projects to create or improve reporting content and/or advance strategic business goalsSupport client use of TouchPoint, the firm’s proprietary online client-access portalProvide support, innovation, and project consultation for multiple business segmentsDevelop industry insights through proactive networking, conference attendance, and independent researchAnalyze and interpret relevant investment data, including portfolio positions, transactions, and performanceQualifications:
Bachelor’s degree requiredSuperior analytical and problem solving skillsExperience with Microsoft Excel (VBA preferred)Superior written and oral communication skillsHighly organized and detail-orientedDiligent work ethicExperience working in a team environmentProactive mentalityAbility to adapt in a positive manner to rapidly changing prioritiesAbility to remain calm in a fast paced environmentAbility to handle confidential material with utmost discretionInterested applicants must conduct themselves in a highly professional mannerKnowledge of Advent Software or other portfolio management systems preferredKnowledge of FactSet/Bloomberg/MPI/Tableau preferredAbility to work in an office locationBenefits
At Brown Advisory we offer a competitive compensation package, including full benefits.MedicalDentalVisionWellness program participation incentiveFinancial wellness programGym membership discountsFitness event fee reimbursementCorporate gym membership discountsColleague Assistance ProgramTelemedicine Program (for those enrolled in Medical)Adoption BenefitsDaycare late pick-up fee reimbursementBasic Life & Accidental Death & Dismemberment InsuranceVoluntary Life & Accidental Death & Dismemberment InsuranceShort Term DisabilityPaid parental leaveGroup Long Term DisabilityPet Insurance401(k) (50% employer match up to IRS limit, 4 year vesting)Brown Advisory is an Equal Employment Opportunity Employer.
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