Brown Advisory believes that excellent companies are built upon a foundation of valuable assets. Dedicated to developing strong relationships, we also believe our most vital asset is our people.
We're looking for individuals who want to be a part of something important, and need employees who believe that what they do today will shape the future.
Open positions within the firm:
Director of Open Architecture & Asset Allocation
Summary of Job Responsibilities
The primary duties of this position include but are not limited to:
- Setting and maintaining strategic asset allocation recommends for high net worth and institutional clients
- Capital Markets research and analysis
- Research and recommend external managers for our open architecture platform
- Oversee due diligence process and conduct manager/product searches
- Monitoring and reporting of external managers
- Proactively explore opportunities in traditional and non-traditional asset classes
Job Requirements
- At least 5-7 years experience of manager due diligence and selection
- Superior written and oral communication skills
- MBA and CFA are required
RELATIONSHIP ADMINISTRATOR
Brown Investment Advisory, a rapidly growing investment management and trust company, is currently seeking a full time Relationship Administrator to manage the fiduciary and administrative tasks for assigned client relationships. To qualify candidates must possess the following skills:
- Knowledge of Trusts and related Fiduciary concepts
- Highly organized
- Detail oriented
- Ability to provide excellent customer service
- Proficient in MS word, excel and powerpoint
In addition to the above skills, interested applicants must conduct themselves in a highly professional manner. Knowledge of Trust Accounting and Portfolio Management systems, especially Metavante and Advent software, a plus.Prior experience as a client contact professional or trust officer is considered beneficial. The duties of this position include but are not limited to:
- New account set-up and account maintenance
- Review of legal documents, tax and other filings
- Proactive resolution of client inquiries
- Maintain communication with Strategic Advisors and PM's
- Coordinate customized client reporting
- Assist in identification of client needs
- Preparing correspondence and maintaining spreadsheets
- Processing cash transactions
- Coordinate web site activity for clients
- Reviewing cash sheets and account statements for accuracy and overdrafts
A competitive package of compensation and benefits is offered. Benefits include: Health & Dental Insurance, Medical Savings Plan, Life/AD&D Insurance, Flexible Spending Account, Short & Long Term Disability Insurance, Tuition Reimbursement, Paid Leave & Holidays
Please forward resume and cover letter to
resume@brownadvisory.com or mail to:
Brown Advisory
Attn: Human Resources
901 South Bond Street
Suite 400
Baltimore, MD 21231
For more information, please visit our web site at www.brownadvisory.com.
We are an Equal Opportunity Employer