Business Intelligence Analyst

Position Overview

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first‐class performance, strategic advice, and exceptional client service. With a rich client-first culture and a global presence—offices in Abu Dhabi, Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia, and Washington, D.C.—the firm empowers over 900 colleagues to drive innovation. In a fast-paced, entrepreneurial environment, the Reporting & Business Intelligence Team is seeking a dynamic Business Intelligence Analyst to drive change and solve complex challenges using data. Compensation: $72–$80k (commensurate with experience and location; does not include bonus or long term incentive eligibility).

Key Responsibilities

• Generate monthly, quarterly, and ad-hoc reports for private client and institutional relationships.
• Produce custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis.
• Develop, communicate, and expound reports and analysis for internal and external stakeholders.
• Troubleshoot reporting or operational process errors and implement effective solutions.
• Manage projects to create or improve reporting content and advance strategic business goals.
• Support client use of TouchPoint, the firm’s proprietary online client-access portal.
• Provide support, innovation, and project consultation for multiple business segments.
• Develop industry insights through proactive networking, conference attendance, and independent research.
• Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance.

Required Qualifications

• Bachelor’s degree required.
• Superior analytical and problem-solving skills.
• Experience with Microsoft Excel (VBA preferred).
• Superior written and oral communication skills.
• Highly organized and detail-oriented with a diligent work ethic.
• Experience working effectively in a team environment with a proactive mentality.
• Ability to adapt positively to rapidly changing priorities and remain calm in a fast-paced environment.
• A proven ability to handle confidential material with utmost discretion and conduct oneself professionally.
• Knowledge of Advent Software or other portfolio management systems is preferred.
• Familiarity with FactSet, Bloomberg, MPI, or Tableau is preferred.
• Ability to work in an office location (MD).

Benefits & 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)