Unclassified - Washington, D.C., DC
posted about 1 month ago
Brown Advisory is seeking a highly motivated, intelligent, and experienced Investment Research Analyst to work for a Family Office Portfolio Manager. This role is integral to a small team that collaborates with a select number of extremely large families, focusing on their unique asset management needs. The ideal candidate will possess a strong intrinsic motivation and a keen interest in investments, with a desire to underwrite and conduct due diligence on both self-sourced and client-sourced opportunities. The position demands strong analytical skills, particularly in Excel, and a genuine thirst for learning, as well as the capability to solve complex problems under tight deadlines. The responsibilities of the Investment Research Analyst include participating in portfolio management activities tailored to the sophisticated needs of family office clients. This encompasses managing liquidity needs and analyzing various investment types, including equity, fixed income, and alternative investments. The analyst will also conduct in-depth due diligence on a wide range of investment opportunities, focusing on filtering which opportunities meet the criteria for further analysis. Additionally, the role involves generating investment ideas by attending meetings and conferences, building a network with other family offices to gather unique deal flow, and maintaining a comprehensive database of investment information. The analyst will perform detailed analyses of existing and prospective client investment portfolios, creating tailored materials and reports. Ad hoc tasks requested by the portfolio manager, such as market research and performance reporting, will also be part of the role. The position is based in the Washington D.C. office, requiring the analyst to work on-site five days a week.