Portfolio Analyst
Brown Advisory(2 months ago)
About this role
Brown Advisory is hiring a Portfolio Analyst in New York to support multi‑asset portfolio management, conduct investment analysis, and prepare client reports. The role involves collaborating with portfolio managers, trade operations, and client service teams to deliver tailored investment solutions.
Required Skills
- Portfolio Management
- Investment Analysis
- Client Reporting
- Trade Execution
- Financial Modeling
- Presentation Design
- Market Research
- Quantitative Analysis
- Excel
- Bloomberg
+5 more
Qualifications
- Bachelor's Degree in Finance
- CFA (candidate)
About Brown Advisory
brownadvisory.comWe are an independent investment management and strategic advisory firm committed to first-class performance, advice and service.
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