Brown Advisory - Washington, 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 investment needs and asset management. 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 and problem-solving 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 array of investment opportunities, focusing on identifying which opportunities warrant further investigation. In addition to portfolio management and due diligence, the role involves idea generation through attending investment manager meetings and conferences to gather insights on current and prospective investments. Building a network with other family offices to enhance deal flow is also a key aspect of the position. The analyst will be responsible for maintaining a comprehensive database of quantitative and qualitative information regarding investments, as well as performing detailed analyses of client portfolios and creating tailored reports. Ad hoc tasks requested by the portfolio manager, such as market research and performance reporting, will also be part of the job.