Investment Performance Analyst – Evergreen Requisition
Listed on 2026-01-27
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Finance & Banking
Financial Analyst, Financial Consultant
Investment Performance Analyst – Evergreen Requisition
Join our growing team of Investment Performance Analysts at Brown Advisory
, an independent investment management and strategic advisory firm committed to delivering high‑quality performance, strategic advice, and exceptional client service worldwide.
Brown Advisory is built on a client‑first culture, focusing on innovation and excellence across all areas of investment operations. With over 950 equity owner–employee colleagues worldwide, we serve a diverse client base that includes individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries.
What You’ll Do- Analyze and report portfolio performance across asset classes.
- Prepare client‑ready performance and attribution reports.
- Support compliance with GIPS standards and audit processes.
- Collaborate with portfolio managers and operations teams.
- Contribute to process improvements and automation initiatives.
- Bachelor’s degree required.
- Superior analytical and problem‑solving skills.
- Experience with Microsoft Excel (VBA preferred).
- Excellent written and oral communication skills.
- Highly organized, detail‑oriented, and proactive.
- Ability to adapt positively to rapidly changing priorities.
- Ability to remain calm in a fast‑paced environment.
- Ability to handle confidential material with utmost discretion.
- Experience working in a team environment.
- Knowledge of Advent Software or other portfolio management systems (preferred).
- Familiarity with Fact Set, Bloomberg, MPI, Tableau (preferred).
- AI fluency (preferred).
- Ability to work in our Baltimore, MD office five days a week.
- We continuously review applications to identify top talent.
- You may be considered for current or future openings aligned with your skills.
- If there’s no immediate match, we’ll keep your profile active for upcoming opportunities.
Apply today to join our talent pipeline. If your background aligns with a current or future opening, a recruiter will reach out to discuss next steps.
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).
SalaryMD Salary: $70‑$80K, commensurate with experience and location. Does not include bonus or long‑term incentive eligibility (if applicable).
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)
Brown Advisory is an Equal Employment Opportunity Employer.
Seniority levelEntry level
Employment typeFull‑time
Job functionFinance and Sales
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