B

Private Client Portfolio Management Summer Analyst

Brown Advisory
Full-time
On-site
London

Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Job description and responsibilities: •Participate in portfolio management activities across a range of client portfolios, each tailored to the customized investment objectives and parameters of the client •Perform analyses of existing and prospective client investment portfolios and help create client-specific materials and reports •Undertake project work in coordination with the Portfolio Management team and Investment Solutions Group to analyze existing and new investment strategies •Attend investment manager due diligence meetings and bi-weekly International Investment Committee meetings •Help prepare for client portfolio review meetings •Help monitor global markets and client investments Requirements: •Currently studying for a bachelor’s degree (in their penultimate year) or master’s degree. •Excellent written and verbal communication skills •Interest in developing financial analysis and quantitative skills’ •A passion for client service and investments •Ability to multi-task, establish priorities, and work both independently and within a small team environment •Ability to handle confidential material with utmost discretion •Knowledge of Microsoft Office: Excel, Word, Powerpoint; any experience of market data systems such as Bloomberg or Refinitiv Eikon a benefit Brown Advisory is an Equal Employment Opportunity Employer. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 900 colleagues worldwide, all of whom are equity owners of the firm. Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

Apply now
Share this job