Operations Analyst
Brown Advisory
full-time
Posted on:
Location Type: Office
Location: Baltimore • Maryland • Massachusetts • United States
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Salary
💰 $72,000 - $88,000 per year
About the role
- 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.
Requirements
- Bachelor’s degree required; finance, accounting, or economics concentration preferred.
- Work experience in lieu of degree or concentration is acceptable.
- Experience using Addepar and Canoe required.
- Advent/APX, eFront or similar accounting product experience is a plus.
- Demonstrated analytical, evaluative, and critical thinking skills.
- Strong level of attention to detail, proven ability to work under pressure with multiple priorities, and a sense of urgency is required.
- Demonstrated experience with and knowledge of Microsoft Excel, specifically macros and v-lookup functionality.
- Demonstrated a solid proficiency and understanding of private equity and hedge fund securities, real assets, and possess general knowledge of market mechanics.
- Must have the ability to work effectively and efficiently in a very fast-paced, team environment.
- Strong decision making, organization, and communication skills, both written and verbal.
- A client-first mentality, demonstrated flexibility, and strong communication skills.
- Strong time-management, problem-resolution and research skills.
- Ability to meet tight deadlines in a quick and efficient manner and escalate expeditiously as necessary.
- Demonstrated experience with and knowledge of Microsoft Excel, specifically macros and v-lookup functionality.
- Experience in Client or Firm Reporting preferred.
- Ability to work in an office location five days weekly
- 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
- 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)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
AddeparCanoeMicrosoft Excelmacrosv-lookupanalytical skillsevaluative skillscritical thinkingreportingdata governance
Soft Skills
attention to detailability to work under pressuretime-managementproblem-resolutionresearch skillscommunication skillsdecision makingorganizationclient-first mentalityflexibility