Business Intelligence Analyst
Brown Advisory · Baltimore, MD
- On site
- Full-time
- $76,000 / year
- Baltimore, MD
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Job highlights
- Manage operational processes within Addepar system.
- Onboard complex client relationships and holdings.
- Generate and analyze client investment reports.
- Troubleshoot and resolve reporting errors.
- Improve reporting content and business goals.
About the role
About Brown Advisory
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 1,000 colleagues worldwide, all of whom are equity owners of the firm.Position Summary
Operations at Brown Advisory provides applicants with a client first, fast paced, entrepreneurial environment where they will have the opportunity to develop their problem-solving skills with the support of dedicated teammates. Our team takes great care to ensure that the needs of our clients are met and their expectations exceeded. The Operations team is seeking a dynamic new colleague to support the reporting needs of our most complex clients through launching and maintaining the Addepar portfolio accounting system. This role will provide the right candidate with the opportunity to join a new and growing team, leverage their experience, and add value to our firm in an outsized way.Essential Functions/Responsibilities
- 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.
Minimum Qualifications
- 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.
- Experience in Client or Firm Reporting preferred.
- Ability to work in an office location five days weekly.
Work Authorization
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).Salary and Benefits
MD Salary: $72-$80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). At Brown Advisory we offer a competitive compensation package, including full 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.Key skills/competency
- Business Intelligence Analyst
- Addepar
- Canoe
- Portfolio Accounting
- Client Reporting
- Investment Data Analysis
- Microsoft Excel (Macros, VLOOKUP)
- Private Equity
- Hedge Funds
- Real Assets
Skills & topics
- Business Intelligence Analyst
- Addepar
- Canoe
- Portfolio Accounting
- Client Reporting
- Investment Data
- Microsoft Excel
- Private Equity
- Hedge Funds
- Real Assets
- Finance
- Operations
- Data Analysis
- Reporting
- Investment Management
How to get hired
- Tailor your resume: Highlight Addepar, Canoe, Excel (macros, VLOOKUP), and alternative asset experience.
- Craft a strong cover letter: Emphasize your client-first mentality and analytical skills for the Business Intelligence Analyst role.
- Prepare for interviews: Be ready to discuss your experience with portfolio accounting and problem-solving in fast-paced environments.
- Demonstrate attention to detail: Showcase your ability to manage multiple priorities and meet tight deadlines.
- Understand Brown Advisory's culture: Align your application with their client-first, entrepreneurial values.
Technical preparation
Master Addepar and Canoe functionalities thoroughly.,Practice complex Excel macros and VLOOKUPs.,Study private equity and hedge fund structures.,Review portfolio accounting and reporting principles.
Behavioral questions
Describe a time you handled competing priorities.,How do you ensure client-first service delivery?,Give an example of a complex problem solved.,How do you maintain attention to detail under pressure?
Frequently asked questions
- What specific experience is required for the Business Intelligence Analyst position at Brown Advisory?
- The Business Intelligence Analyst role at Brown Advisory requires experience with Addepar and Canoe. A Bachelor's degree in finance, accounting, or economics is preferred, but relevant work experience is also acceptable. Proficiency in Microsoft Excel, including macros and VLOOKUP, is essential, along with a solid understanding of private equity, hedge funds, and real assets.
- How important is experience with specific financial software for this Business Intelligence Analyst role?
- Experience with Addepar and Canoe is required for the Business Intelligence Analyst position. While Advent/APX, eFront, or similar accounting products are a plus, demonstrating proficiency in Addepar and Canoe is critical for success in this role at Brown Advisory.
- What kind of analytical and critical thinking skills are Brown Advisory looking for in a Business Intelligence Analyst?
- Brown Advisory seeks a Business Intelligence Analyst with demonstrated analytical, evaluative, and critical thinking skills. This includes the ability to analyze and interpret complex investment data, troubleshoot reporting errors, and propose effective solutions. Strong problem-resolution skills are key.
- Does Brown Advisory offer remote work for the Business Intelligence Analyst position?
- Based on the job description, the Business Intelligence Analyst position requires the ability to work in an office location five days weekly, indicating it is an on-site role.
- What is the salary range for the Business Intelligence Analyst role at Brown Advisory?
- The salary range for the Business Intelligence Analyst position in MD is $72,000-$80,000 annually, commensurate with experience and location. This range does not include potential bonuses or long-term incentives.
- What are the benefits offered to employees at Brown Advisory?
- Brown Advisory offers a comprehensive benefits package including medical, dental, vision, wellness programs, financial wellness resources, fitness reimbursements, gym discounts, a colleague assistance program, telemedicine, adoption benefits, life insurance, disability insurance, paid parental leave, and a 401(k) with a 50% employer match.
- What does Brown Advisory look for in terms of work ethic and soft skills for a Business Intelligence Analyst?
- Brown Advisory values a client-first mentality, flexibility, strong communication skills, and the ability to work effectively in a fast-paced, team environment. A high level of attention to detail, a sense of urgency, and the capacity to manage multiple priorities are also crucial for the Business Intelligence Analyst role.
- How can I highlight my experience with alternative assets for the Business Intelligence Analyst role?
- When applying for the Business Intelligence Analyst position, emphasize your demonstrated proficiency and understanding of private equity, hedge fund securities, and real assets. Detail any experience you have in leading alternative transaction back builds or partnering with investment teams on new alternative asset creation.