Senior Business Analyst, Private Client Endowments – Foundations

Brown Advisory

Senior Business Analyst overseeing strategic planning and execution for Private Client business at Brown Advisory. Collaborate across functions to enhance leadership decision-making.

Posted 6/3/2026full-timeBaltimore • Maryland, Washington • 🇺🇸 United StatesSenior💰 $150,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Work closely with the Head and COO of the Private Client, Endowments and Foundations Business to support strategic planning, business priorities, and leadership initiatives.
Support annual and long-term planning activities, including business reviews, growth priorities, and strategic decision-making.
Conduct business analysis, research, and modelling to support leadership recommendations and strategic initiatives.
Help leadership assess opportunities, risks, dependencies, and business considerations across key priorities and initiatives.
Support business and office leadership on annual and multi-year planning, including tactical plans and long-range business priorities.
Lead and coordinate complex, cross-functional strategic initiatives across the business.
Help structure and drive projects from concept through execution, including establishing workplans, coordinating stakeholders, tracking milestones, and maintaining momentum across workstreams.
Operate independently in ambiguous environments, proactively identifying next steps, resolving issues, and advancing initiatives with limited oversight.
Support strategic initiatives such as business expansion, new offerings, platform development, strategic hires, and other growth priorities.
Identify risks, dependencies, and operational considerations across initiatives and proactively support alignment and resolution.
Prepare executive presentations, briefing materials, business updates, and communications for leadership meetings, business reviews, board meetings, and other leadership discussions.
Strengthen the management information suite so leadership receives strategic, timely, and decision-useful reporting.
Develop clear recommendations, presentations, and materials to support executive discussions and strategic planning activities.
Respond to ad hoc requests for information, analysis, and presentations, often under tight timelines and competing priorities.
Build and maintain strong working relationships across teams, offices, and functions throughout the firm.
Partner closely with Finance, Compliance, Legal, Technology, Operations, Information Security, HR, and business teams to support coordination and execution across strategic initiatives.
Facilitate communication, alignment, and follow-through across complex and cross-functional priorities.
Support the integration of merger/combination activity; help embed effective operating models, governance, and collaboration across combined teams.
Demonstrate sound judgment, professionalism, discretion, and a collaborative approach when working with stakeholders across the business.
Contribute to the effectiveness and cohesion of the broader business and to a collaborative, high-performing culture.

Requirements

What you’ll need

7+ years of experience in management consulting, investment banking, strategic finance, business strategy, business operations, or a similarly analytical and project-oriented environment, with a minimum of 2-5 years in management consulting experience required.
Bachelor’s degree required, preferably in Business, Finance, Economics, Accounting, Engineering, Mathematics, or a related analytical discipline.
MBA or other advanced business degree preferred, but not required.
Demonstrated experience leading complex cross-functional projects or strategic initiatives from planning through execution.
Strong project management and organizational skills, with the ability to manage multiple priorities and stakeholders simultaneously.
Ability to operate independently with a high degree of ownership, initiative, and accountability.
Strong strategic thinking and structured problem-solving capabilities.
Excellent analytical, research, and business modelling skills.
Strong executive communication and presentation skills, including development of high-quality materials for senior leadership and executive forums.
Ability to synthesize complex information into clear insights, recommendations, and action plans.
Understanding of wealth and asset management business strategy and industry dynamics preferred.
Comfortable working in fast-moving and ambiguous environments.
Familiarity and comfort with business technology, data analysis, and AI-enabled tools.
High levels of professionalism, judgment, discretion, and stakeholder management capability.
Ability to travel 20-30% of the month.
Ability to work onsite in Washington D.C. or Baltimore office location.

Benefits

Comp & perks

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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business analysisstrategic planningbusiness modellingproject managementanalytical skillsresearch skillspresentation skillsproblem-solvingdata analysisfinancial analysis

Soft Skills

leadershipcommunicationorganizational skillsstrategic thinkingcollaborationinitiativeaccountabilityprofessionalismjudgmentstakeholder management

Certifications

MBABachelor's degree in BusinessBachelor's degree in FinanceBachelor's degree in EconomicsBachelor's degree in AccountingBachelor's degree in EngineeringBachelor's degree in Mathematics