Brown Advisory

Operations

• Own all operational processes within Addepar, the firm’s new supplemental portfolio accounting system.
• Partner with client teams to on-board large client relationships with complex alternative asset holdings.
• Lead alternative transaction back builds for large and complex relationships.
• Partner with investment teams to create new alternative assets, to ensure timely and accurate reporting within our portfolio account system.
• Generate monthly, quarterly, and ad-hoc reports for large and complex client relationships.
• Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance.
• Troubleshoot any reporting or operational process errors, then propose and implement solutions.
• Manage projects to create or improve reporting content and/or advance strategic business goals.
• Create and document key operational processes and data governance.
• Develop industry insights through proactive networking, conference attendance, and independent research.

Operations Analyst