Portfolio Analyst
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Portfolio Analyst
brownadvisory· LE007 Brown Advisory LLC
About this role
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.
Brown Advisory’s Baltimore office is seeking a proactive and professional individual to serve as a Portfolio Analyst. Due to the complex nature of clients’ investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies.
Essential Functions/Responsibilities:
Participate in portfolio management activities for Balanced multi-asset class portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate.
Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
Develop investment strategies for clients in coordination with the Portfolio Management team and the Investment Solutions Group
Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service and Marketing.
Qualifications:
Successful candidates are driven to proactively support the Portfolio Manager(s) with whom they are teamed. They possess exceptional organizational skills and attention to detail, are able to operate independently with a high level of direct responsibility, maintain strong ties to the various investment teams at the firm and participate actively in the analysis of new strategies. Portfolio Analysts are highly professional and unconditionally dedicated to delivering a first-class experience to clients.
Specific qualifications for the Portfolio Analyst position include:
1-2 years of experience preferred
Strong quantitative, analytical, and interpersonal skills
Bachelor’s degree in Finance, Economics, Business Administration, Accounting or related subject
Proficiency in Microsoft Office Suite (especially Excel); Charles River and APX strongly preferred
Ability to multi-task and establish priorities
Ability to handle confidential material with utmost discretion
A passion for financial markets
Progress towards or completion of MBA, CFA and/or Equity Analyst experience preferred
Ability to work in the Baltimore office
Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions
Baltimore Salary range: $75,000 - $90,000. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
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)
Brown Advisory is an Equal Employment Opportunity Employer.
Frequently Asked Questions
What is the salary for the Portfolio Analyst role at brownadvisory?
The listed salary for this Portfolio Analyst position at brownadvisory is USD 75K–90K. This is an Full time role.
Where is the Portfolio Analyst position at brownadvisory located?
This Portfolio Analyst role at brownadvisory is based in Baltimore, MD. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Portfolio Analyst role at brownadvisory full-time or part-time?
This is listed as a Full time position. It is posted as a Portfolio Analyst role in the LE007 Brown Advisory LLC department at brownadvisory.
Which team or department does the Portfolio Analyst at brownadvisory belong to?
This Portfolio Analyst position is part of the LE007 Brown Advisory LLC department at brownadvisory. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Portfolio Analyst position at brownadvisory?
Click the "Apply Now" button on this page. You will be redirected to brownadvisory's official application portal hosted on workday where you can submit your application directly.
When was the Portfolio Analyst job at brownadvisory posted?
This Portfolio Analyst position at brownadvisory was posted on Aug 18, 2026. Apply as soon as possible — early applications are often reviewed first.
Portfolio Analyst
brownadvisory · 💰 USD 75K–90K
You'll be redirected to brownadvisory's official application page on Workday.