Brown Advisory jobs - 20 jobs

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 The Virginia Operating Officer is responsible for managing five key aspects of our business at the office level in partnership with the Virginia Office Head. The Operating Officers primary responsibilities are inclusive of the oversight of office metrics, process implementation, incident communication, client team staffing, and general office and personnel management. The Operating Officer must be an experienced operator with the industry knowledge and gravitas to influence strategy and set the tactical direction of the office. The OO works directly with assigned leads for each of our three pillars; PM Lead, CS Lead, and SA lead, respectively; who act as members of the office leadership team in support of the teams/colleagues in their respective area, in addition to other leaders across the firm's other functions including Operations, Human Resources, and Technology, etc. The Operating Officer is the tactical leader on the ground, synchronizing activities across teams and the Virginia offices to deliver exceptional outcomes for our clients. Essential Functions/Responsibilities: * Responsible for the regular review of, and analysis of key business metrics informing action plans in the office in order to meet target goals. * Monitor process execution and identify and implement enhancements in conjunction with other Private Client Operating Officers and business stakeholders. * Run office specific management meetings, delivering minutes, coordinating action items, ownership and due dates to ensure timely and efficient communication streams with office head/s. * Develop recommended process changes through engaging key Private Client and internal partners (Investment Solutions Group, Technology, HR, A&F, Compliance, Legal, Operations, and Messaging) to determine challenges and solutions. * Serve as the lead change agent for new processes, policies, technologies, etc., that are being implemented across the Private Client business. * Partner with Human Resources to ensure the right client team structures are built to maximize the client experience, in addition to ownership of capacity and staffing needs as it relates to your office. * Management of people in partnership with human resources, including recruitment efforts, annual reviews, and day-to-day management of colleagues. * Serve as the immediate point of escalation and coordinator of incident resolutions with your office. You will also communicate incidents that occur both within and outside of your office to your colleagues to increase awareness along with escalating issues where appropriate. * Ensure colleagues in your office follow firm procedures along with coordination and oversight of training related needs and establishing training standards including oversight of new colleague onboarding. * Responsible for the communication of business and firmwide initiatives to colleagues ensuring there are no gaps in understanding. * Oversight of facilities plans and organization in partnership with the Office Solutions and Corporate Real Estate teams. * Directly supervise administrative staff and oversee office administrative procedures. Job Qualifications: * Minimum of 10 years of relevant experience, including at least 5 years in a directly related/and or applicable position, preferably within the financial services sector. * Bachelor's degree required * MBA or graduate degree strongly preferred * Proven analytical expertise with a strong track record of developing and implementing operational strategies. * Demonstrated ability to build and maintain effective client relationships and serve in a client-facing capacity. * Exceptional listening skills with the ability to provide thoughtful, strategic guidance to clients and colleagues. * Unwavering commitment to a client-first mindset and the highest standards of personal integrity. * Experience leading and driving complex, cross-functional operational initiatives in a fast-paced environment. * Strong ability to develop, track, and manage meaningful business metrics and performance indicators. * Excellent organizational skills with the ability to manage, prioritize, and execute multiple projects simultaneously. * Skilled at evaluating complex business challenges and developing effective, actionable solutions. * Strong presentation and communication skills, with the ability to deliver persuasive presentations to senior management and executive leadership. * Outstanding interpersonal skills and the ability to work collaboratively with diverse teams and stakeholders. * Flexible, adaptable, and comfortable navigating change. * Highly self-motivated with a demonstrated ability to work both independently and as part of a team. * Willingness and ability to travel between Virginia offices, located in Richmond, Charlottesville and Norfolk. 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). Benefits 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.

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 Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools Stay current on global market structure developments, regulatory changes, and trading innovations Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance Assist with management of CSA budget and bundled research arrangements Produce and be able to present on quarterly best execution and board reporting Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications 10+ years of global equity trading experience across global markets and managing firm risk Proven leader and self-starter requiring limited oversight Ability to work rotational overnight shifts to support global trading operations Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies Collaborative and proactive mindset with strong interpersonal skills Comfortable working in a fast-paced, deadline-driven environment Familiarity with compliance regulations regarding best execution and fair allocation practices Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: Strategic thinker with a passion for global equity, capital markets, and ETFs Demonstrable history of success in former roles Flexible and adaptable Detail oriented with strong analytical skills Superior communication skills Ability to maintain composure and focus through stressful situations Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations Easily viewed as a trustworthy and dependable team player Self-confidence Fair and balanced in negotiating complex situations A focused, dedicated, entrepreneurial, open-minded personality 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). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits 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.

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 Description: Brown Advisory's Information Technology group is seeking a proactive, internal client-focused individual to serve as a Business Systems Analyst for a subsidiary within the firm. This role is designed to be the single point of contact for all technology-related coordination, including Salesforce customization, collaboration with shared technical resources, and hands-on testing and implementation of changes. The individual will work closely with stakeholders to document business and system goals, prepare business and technical requirements, liaise with internal and external technology partners, and be accountable for successful solutions delivery. The ideal candidate is a strong communicator, highly organized, and comfortable working independently in a fast-paced, entrepreneurial environment. Key Responsibilities and Duties: Serve as the primary liaison to a business unit, coordinating technology-related initiatives and Salesforce enhancements. Collaborate with stakeholders to understand business processes, pain points, and strategic goals. Translate business requirements into functional and technical specifications for Salesforce and other systems. Customize Salesforce objects, fields, workflows, automation (e.g., Flow), and integrations. Coordinate with internal IT teams and vendors to implement changes and resolve issues. Manage and execute testing and deployment activities to ensure high performance and functionality. Log and manage user feedback using Agile tools such as Jira, Confluence, and ServiceNow. Provide hands-on support and training to end users. Recommend enhancements and new features based on evolving business needs and Salesforce updates. Partner effectively with a broad range of teams, including business leaders, delivery teams and external partners, to drive business success. Advocate for the business units' needs within the broader organization, ensuring alignment with enterprise standards. Desired Qualifications: 5+ years' experience working with business units within a large financial services firm, preferably in the investment management industry. 5+ years of experience in business analysis, including demonstrated success in owning and delivering business process improvements. 5+ years of demonstrable hands-on experience working with the Salesforce Sales Cloud, Service Cloud, or Financial Services Cloud. Demonstrable hands-on experience with third-party integrations, AppExchange tools, and data migration tools. Ability to work with Agile teams and tools such as Jira, Confluence, and ServiceNow. Ability to test solutions, provide hands-on support, and train end users. Ability to analyze complex business problems and develop effective solutions. Ability to work on cross-functional teams and manage stakeholder relationships. Ability to navigate ambiguity and driving clarity in evolving environments. Ability to work independently and manage multiple priorities. Excellent communication and interpersonal skills. Strong problem-solving and analytical skills. Highly self-motivated and directed. Possess keen attention to detail. Ability to work in our Baltimore, Washington DC, Boston or New York office three days a week Ability to travel to our Baltimore and or New York office 20% of the time 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). MD Salary: $115-$140K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). DC Salary: $126.5-$154K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). MA Salary: $126.5-$154K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). NY Salary: $138-$168K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). Benefits 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.

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 Investment Performance Analyst - Evergreen Requisition Are you passionate about investment analytics and performance reporting? We're always looking for talented professionals to join our growing team of Investment Performance Analysts. This evergreen posting represents a continuous opportunity to connect with candidates who are interested in future openings across our investment operations. 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. What We're Looking For Bachelor's degree required Superior analytical and problem-solving skills Experience with Microsoft Excel (VBA preferred) Superior written and oral communication skills Highly organized and detail-oriented Diligent work ethic and proactive mentality 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 FactSet, Bloomberg, MPI, Tableau (preferred) AI fluency (preferred) Ability to work in our Baltimore MD office five days a week Why Apply to an Evergreen Role? 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. Next Steps 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). MD Salary: $70-$80K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). Benefits 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.

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 Position Summary: We are seeking an experienced Portfolio Manager to join our OCIO Investment Team. This individual will play a senior role in managing multi-asset class portfolios, advising clients, and driving OCIO investment strategy. The ideal candidate will combine strong investment expertise with a client-first mindset, capable of both leading portfolio construction and fostering trusted relationships with boards, committees, and stakeholders. The primary duties and responsibilities include but are not limited to: As a senior member of the OCIO Investment Team: * Lead the design, construction, and ongoing management of customized multi-asset portfolios. * Oversee asset allocation, risk management, and rebalancing strategies. * Conduct manager selection and due diligence across traditional and alternative asset classes. * Contribute to the firm's overall investment philosophy, research agenda, and capital market views. * Serve as the lead investment advisor for a set of institutional clients. * Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations. * Present investment strategy, performance, and market insights to investment committees and boards. * Build long-term, consultative relationships, ensuring alignment with each client's objectives, risk tolerance, and governance structure. * Partner with client service and operations teams to ensure seamless delivery of investment solutions. * Mentor and develop junior investment professionals. * Collaborate with business development to support new client growth and retention. * Uphold fiduciary standards, regulatory compliance, and best practices in portfolio management. Qualifications: Specific qualifications for the Portfolio Manager position include: * Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred * CFA and/or MBA required * Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines * Is self-motivated, a team player and has experience mentoring junior team members * Must be dedicated to the "client first" principles of the firm and must possess uncompromising personal integrity * Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location; Preference on Boston and Charlottesville locations 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: $200-225k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility, which are applicable to this position. Benefits 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.

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 Brown Advisory, a global leader in investment management, is seeking a highly motivated Investment Compliance Analyst to join our compliance team. This role is ideal for professionals with experience in the investment management industry who thrive in fast-paced environments and are eager to make meaningful contributions to a global compliance program. As part of our Investment Compliance team, you'll play a pivotal role in interpreting and implementing trading controls based on client mandates and regulatory requirements. You'll collaborate with stakeholders across the firm, support portfolio management activities, and help drive initiatives that enhance efficiency and reduce risk. Key Responsibilities Design, implement, and maintain trading controls within the Charles River Investment Management Solution (CRD/CRIMS) based on client guidelines and regulatory standards Develop proficiency in logic-based rules implementation within Charles River Monitor pre- and post-trade compliance across a range of accounts, including private client and institutional portfolios, mutual funds, ETFs, and UCITS Partner with investment teams to navigate trading controls and support portfolio management decisions Prepare and distribute daily compliance reports to internal stakeholders Collaborate with client and relationship teams to draft and review Investment Policy Statements Lead and contribute to projects that enhance compliance infrastructure and streamline trade life-cycle processes Identify potential compliance vulnerabilities and recommend corrective actions Design and conduct sustainability screens in MSCI for investments on behalf of clients and UCITS with sustainable investment mandates Required Qualifications Bachelor's degree from an accredited institution 1-3 years of experience in investment management or a related area Proficiency in Microsoft Excel (VBA preferred) Entrepreneurial mindset with a proactive approach to problem-solving, innovation, and continuous improvement Exceptional analytical, problem-solving, and communication skills Meticulous attention to detail and organizational excellence High ethical standards and discretion when handling confidential information Collaborative mindset and ability to work effectively in team settings Experience with Charles River Investment Management Solution (CRD/CRIMS) and familiarity with regulatory frameworks (40 Act and UCITS) is preferred Ability to work onsite in our Baltimore office MD Salary: $70-$80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). 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). Benefits 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.

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 Brown Advisory is seeking a strategic and detail-oriented Senior Global Marketing Specialist to support the growth of their Institutional and PCEF (Private Client, Endowments & Foundations) businesses. This role is ideal for a marketing professional with 7-10 years of experience in asset or wealth management who is passionate about storytelling, messaging, and delivering high-impact marketing initiatives across global markets. Reporting to the Global Head of Marketing, you will work closely with the regional marketing, investment, product, and client-facing teams, to shape and execute a global marketing strategy that communicates the value of our investment offerings to a sophisticated audience of institutional and private clients. This is a highly collaborative role that requires strong communication skills, project management expertise, and a global mindset. This role is U.S.-based, ideally in Baltimore with occasional travel as needed. If located elsewhere, significant time in the Baltimore office will be required. Support with relocation to Baltimore can also be considered. The Global Head of Marketing is based in London. Key Responsibilities Partner with the Global Head of Marketing to shape and execute a global marketing and communications strategy aligned with business growth objectives. Serve as a deputy to the Global Head of Marketing, representing the global marketing function in the US. Collaborate with the Corporate Messaging team on corporate communications, brand, digital platforms, and events. Develop and implement marketing strategies for the Institutional and PCEF businesses, ensuring consistency of message across regions and channels. Lead end-to-end management of global marketing projects and campaigns, including: Global content production (e.g., sustainability reporting, thought leadership, articles, videos, podcasts) Webinar planning and execution Oversight of email marketing for brand consistency and accuracy Support and contribution to social media strategy and distribution Development of global product and service collateral Coordinate with regional marketing teams and colleagues (US, UK/Europe, APAC, Middle East) to localize and distribute global content effectively. Manage go-to-market strategies for new investment products and services, working with the regional team to support the launch of local offerings when needed. Oversee relationships with PR agencies in the US and UK; support media engagement and communications. Support internal and client communications (e.g., new hires, office openings, client letters). As a senior member of the team, support in mentoring junior members and contributing to the team culture will be pivotal to this role. Contribute to internal marketing initiatives such as audits, reporting (including tracking and interpreting campaign performance) and technology implementation. Identify opportunities to improve processes and introduce innovative marketing approaches. Track and analyze marketing performance data to inform future strategies. Build strong relationships with stakeholders across global offices, including business development, legal, compliance, and regional marketing teams. Qualifications 7-10 years' experience working in asset management and/or private client marketing ideally with experience in multiple markets - suitable for someone looking to support a busy team and provide guidance, oversight and leadership when needed. Proven in-depth product, market, regulatory and industry knowledge, and ability to demonstrate this understanding in the creation and execution of marketing strategies and materials. Understanding of financial data to help develop narratives that support current market and position of investment offerings. Ability to create clear goals and prioritize to ensure timeframes are agreed and deadlines met. Demonstrated track record of success in steering marketing, including: Development and management of strategic campaigns e.g. new strategy launches, new office opening etc. Ability to tailor materials for different audiences and use different mediums (e.g., print, digital and video), ensuring consistent messaging and branding. Management of compliance oversight and coordination to ensure all materials adhere to established policies, procedures, and controls in place for audit purposes. A desire and proven ability to write and edit publications would be a plus, e.g. draft and edit stories, white papers and scripts that cover the full range of Brown Advisory's offerings to its clients. Proficiency with data and data visualization to enable development of chart/graph/visual concepts (for subsequent implementation by designers). Some knowledge of markets outside of the US preferred. Effective interpersonal and communication skills, proficiency at prioritization, the ability to simultaneously manage multiple tasks, and the ability to operate under tight deadlines. Experience working with cross-functional and multi-channel teams (e.g., sales/marketing, client service, investment, management, legal/compliance, performance/data). A true team player, translating prior knowledge and experience into strong and productive relationships internally and externally. Assertive, intellectually curious and creative with a solid investment background and acumen. Flexible and able to succeed in an autonomous, dynamic, and highly functional team. Requirement to work in an office location - ideally Baltimore or Washington DC. 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: $150K-$175K Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). Benefits 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.

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 Brown Advisory is currently seeking a professional, energetic and detail-oriented individual to fill a Private Client Tax Associate role within our Baltimore or Washington DC office location. The ideal candidate should possess the professional maturity to handle confidential and delicate client information. This position requires a careful individual with a high level of initiative and experience with income tax matters relating to family offices, investment partnerships, trusts and high net worth individuals and families. A candidate's exceptional written and oral communication skills will allow them to succeed in working with a broad internal team of CPAs, tax attorneys and investment advisors on behalf of sophisticated families and their trusts in order to facilitate complex tax reporting and planning projects in coordination with large outside accounting firms. The Private Client Tax Associate reports to the Fiduciary Tax Manager. The primary duties and responsibilities include but are not limited to: Organize and evaluate tax return data for trusts and private foundations. Facilitate the timely filing of trust and foundation tax returns with collaboration with a big four accounting firm and execution of tax payments on the client's behalf. Effectively communicate and coordinate with outside tax accountants to review and analyze federal and state fiduciary tax and informational returns for non-grantor trusts, private foundations, supporting organizations and charitable split-interest trusts. Communicate with CPAs and attorneys to analyze and answer questions concerning partnership K-1s, trust beneficiary K-1s and grantor tax letters. Maintain correspondence with the IRS and various state taxing authorities. Coordinate and communicate with private client relationship advisors, strategic advisors, portfolio managers and outside custodians to achieve optimal reporting and client service. Recommend tax efficient strategies by researching federal, state, and local taxation issues. Provide additional expertise in the review, interpretation, and implementation of new or revised tax laws and be able to explain tax law and implications to others. Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Research and complete special projects as they arise - be able to think creatively and strategically. Qualifications: Three to five (3-5) years of tax experience in public accounting, a family office or with a financial institution's private client business. Bachelor's degree in accounting, finance or another related program. Advanced degree (law or master's in taxation) or enrollment in an advanced degree program highly desired. CPA license or significant progress towards licensure (2+ passed sections of the CPA Exam) required. Prior experience with partnership tax accounting, private equity and investment partnerships. Prior experience with Thomson Reuters OneSource Trust Tax Experience analyzing and researching partnership operating agreements. Familiarity with reviewing and researching trust instruments a plus. Strong accounting and analytical skills. Proficiency with tax research. Excellent interpersonal, oral and written communication skills. Ability to work in an office location. MD Salary Range: $85-$90k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). DC Salary Range: $93-$98k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). 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). Benefits 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.

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 Brown Advisory is seeking to hire an Accounting Manager for the Private Client Accounting team. The individual who fills this role will be responsible for: leading financial operations for high-net-worth clients, overseeing bookkeeping, reporting, and administrative functions, and managing a group of private client accounting professionals. This role manages a team delivering CFO-level services, ensuring accurate execution of transactions, financial analysis, and reporting. This role also coordinates team activities, maintains client and vendor relationships, and safeguards client assets. The ideal candidate is someone who thrives in a fast-paced environment, embraces change, and proactively solves problems to drive efficiency and client value. The ideal candidate will have the ability to embrace change and adapt in a fast-paced environment, while also proactively focusing on day-to-day activities. The Accounting Manager should be able to identify needs and propose solutions to successfully complete projects on time collaboratively and within a time-constrained environment. They must also enjoy problem solving and the generation of new ideas that drive efficiency and opportunity for the client. Essential Functions/Responsibilities: Lead daily operations and team management for the Family Office Client Accounting group. Participate in family office client relationships as member of the team. Oversee process execution and drive continuous improvements. Lead onboarding of new clients and support ongoing client relationships. Manage banking relationships and approve fund flows. • Respond to family and business requests and inquiries. • Oversee banking relationships. • Manage and approve fund flows for client bank accounts. • Review and develop regular reporting tools for clients to understand liquidity and cash flow. • Responsible for oversight of all financial activity, including: reconciling accounts, forecasting cash, and preparing financial statements. • Work closely with tax advisors for document requests and timely payment of tax liability by jurisdiction. Interact with trustees and counsel to facilitate distribution determinations and information flow. • Lend support with various ad-hoc requests (e.g. presentations, tax reports, special projects). Desired Qualifications 7+ years of relevant experience, including 3+ years in management. CPA required; Master's degree preferred. Bachelor's Degree in Accounting, Finance or Corporate Finance (Masters - Post Graduate degrees - strongly preferred). Background in partnership accounting or tax, ideally with family office or investment firms. Proficient in QuickBooks, Excel, and Salesforce. Strong analytical, communication, and leadership skills. High attention to detail, sound judgment, and discretion. Client-focused, adaptable, and solutions-oriented. Experience with process improvement and team development. Comfortable handling both accounting and broader family office services. Ability to work in an office 5 days (Norfolk, Baltimore, or Washington DC) Ability to travel domestically between office locations on a frequent basis. Competencies: This person must: Be a self-starter and a confident individual. Act with integrity (handle confidential information with utmost discretion, trust own judgment when “alarm bells” go off, etc.). Analyze data effectively & make recommendations that incorporate both the results of the analysis along with the preferences of the owners. Take a solution-oriented approach; solve problems by recommending strategies that will serve the client's needs and best interests over the long term. Drive continuous improvement; be innovative and creative, always striving to improve efficiency and quality of services. Possess exceptional interpersonal and communication skills, both verbal and written. Exhibit accountability and ownership. Be client centric-always have the client's objectives in mind. Apply a disciplined approach (be organized, thorough and have good follow-through skills). Foster effective teams and be a proven leader (managing and developing junior professionals). Be flexible and demonstrate resiliency in a high demand environment. 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). MD Salary: $135-150k. DC Salary: $148-165k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). Benefits 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.

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 Position Summary 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 stakeholders are met and their expectations are exceeded. The Reporting & Business Intelligence Team is currently seeking a dynamic individual to drive change and solve complex challenges by utilizing data as a Business Intelligence Analyst. Essential Functions/Responsibilities: * Generate monthly, quarterly, and ad-hoc reports for our private client and institutional relationships * Produce custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis * Develop, communicate, and/or expound reports and analysis for internal and external stakeholders * 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 * Support client use of TouchPoint, the firm's proprietary online client-access portal * Provide support, innovation, and project consultation for multiple business segments * Develop industry insights through proactive networking, conference attendance, and independent research * Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance Qualifications: * Bachelor's degree required * Superior analytical and problem solving skills * Experience with Microsoft Excel (VBA preferred) * Superior written and oral communication skills * Highly organized and detail-oriented * Diligent work ethic * Experience working in a team environment * Proactive mentality * Ability to adapt in a positive manner to rapidly changing priorities * Ability to remain calm in a fast paced environment * Ability to handle confidential material with utmost discretion * Interested applicants must conduct themselves in a highly professional manner * Knowledge of Advent Software or other portfolio management systems preferred * Knowledge of FactSet/Bloomberg/MPI/Tableau preferred * Ability to work in an office location 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). MD Salary: $72-$80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). Benefits 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.

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 Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy * Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios * Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader * Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones * Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk * Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers * Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence * Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives * Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools * Stay current on global market structure developments, regulatory changes, and trading innovations * Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps * Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance * Assist with management of CSA budget and bundled research arrangements * Produce and be able to present on quarterly best execution and board reporting * Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications * 10+ years of global equity trading experience across global markets and managing firm risk * Proven leader and self-starter requiring limited oversight * Ability to work rotational overnight shifts to support global trading operations * Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies * Collaborative and proactive mindset with strong interpersonal skills * Comfortable working in a fast-paced, deadline-driven environment * Familiarity with compliance regulations regarding best execution and fair allocation practices * Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses * Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred * Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: * Strategic thinker with a passion for global equity, capital markets, and ETFs * Demonstrable history of success in former roles * Flexible and adaptable * Detail oriented with strong analytical skills * Superior communication skills * Ability to maintain composure and focus through stressful situations * Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations * Easily viewed as a trustworthy and dependable team player * Self-confidence * Fair and balanced in negotiating complex situations * A focused, dedicated, entrepreneurial, open-minded personality 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). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits 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.

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 Investment Performance Analyst - Evergreen Requisition Are you passionate about investment analytics and performance reporting? We're always looking for talented professionals to join our growing team of Investment Performance Analysts. This evergreen posting represents a continuous opportunity to connect with candidates who are interested in future openings across our investment operations. 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. What We're Looking For * Bachelor's degree required * Superior analytical and problem-solving skills * Experience with Microsoft Excel (VBA preferred) * Superior written and oral communication skills * Highly organized and detail-oriented * Diligent work ethic and proactive mentality * 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 FactSet, Bloomberg, MPI, Tableau (preferred) * AI fluency (preferred) * Ability to work in our Baltimore MD office five days a week Why Apply to an Evergreen Role? * 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. Next Steps 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). MD Salary: $70-$80K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). Benefits 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.

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 The Virginia Operating Officer is responsible for managing five key aspects of our business at the office level in partnership with the Virginia Office Head. The Operating Officers primary responsibilities are inclusive of the oversight of office metrics, process implementation, incident communication, client team staffing, and general office and personnel management. The Operating Officer must be an experienced operator with the industry knowledge and gravitas to influence strategy and set the tactical direction of the office. The OO works directly with assigned leads for each of our three pillars; PM Lead, CS Lead, and SA lead, respectively; who act as members of the office leadership team in support of the teams/colleagues in their respective area, in addition to other leaders across the firm's other functions including Operations, Human Resources, and Technology, etc. The Operating Officer is the tactical leader on the ground, synchronizing activities across teams and the Virginia offices to deliver exceptional outcomes for our clients. Essential Functions/Responsibilities: * Responsible for the regular review of, and analysis of key business metrics informing action plans in the office in order to meet target goals. * Monitor process execution and identify and implement enhancements in conjunction with other Private Client Operating Officers and business stakeholders. * Run office specific management meetings, delivering minutes, coordinating action items, ownership and due dates to ensure timely and efficient communication streams with office head/s. * Develop recommended process changes through engaging key Private Client and internal partners (Investment Solutions Group, Technology, HR, A&F, Compliance, Legal, Operations, and Messaging) to determine challenges and solutions. * Serve as the lead change agent for new processes, policies, technologies, etc., that are being implemented across the Private Client business. * Partner with Human Resources to ensure the right client team structures are built to maximize the client experience, in addition to ownership of capacity and staffing needs as it relates to your office. * Management of people in partnership with human resources, including recruitment efforts, annual reviews, and day-to-day management of colleagues. * Serve as the immediate point of escalation and coordinator of incident resolutions with your office. You will also communicate incidents that occur both within and outside of your office to your colleagues to increase awareness along with escalating issues where appropriate. * Ensure colleagues in your office follow firm procedures along with coordination and oversight of training related needs and establishing training standards including oversight of new colleague onboarding. * Responsible for the communication of business and firmwide initiatives to colleagues ensuring there are no gaps in understanding. * Oversight of facilities plans and organization in partnership with the Office Solutions and Corporate Real Estate teams. * Directly supervise administrative staff and oversee office administrative procedures. Job Qualifications: * Minimum of 10 years of relevant experience, including at least 5 years in a directly related/and or applicable position, preferably within the financial services sector. * Bachelor's degree required * MBA or graduate degree strongly preferred * Proven analytical expertise with a strong track record of developing and implementing operational strategies. * Demonstrated ability to build and maintain effective client relationships and serve in a client-facing capacity. * Exceptional listening skills with the ability to provide thoughtful, strategic guidance to clients and colleagues. * Unwavering commitment to a client-first mindset and the highest standards of personal integrity. * Experience leading and driving complex, cross-functional operational initiatives in a fast-paced environment. * Strong ability to develop, track, and manage meaningful business metrics and performance indicators. * Excellent organizational skills with the ability to manage, prioritize, and execute multiple projects simultaneously. * Skilled at evaluating complex business challenges and developing effective, actionable solutions. * Strong presentation and communication skills, with the ability to deliver persuasive presentations to senior management and executive leadership. * Outstanding interpersonal skills and the ability to work collaboratively with diverse teams and stakeholders. * Flexible, adaptable, and comfortable navigating change. * Highly self-motivated with a demonstrated ability to work both independently and as part of a team. * Willingness and ability to travel between Virginia offices, located in Richmond, Charlottesville and Norfolk. 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). Benefits 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.

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 Brown Advisory is currently seeking a professional, energetic and detail-oriented individual to fill a Private Client Tax Associate role within our Baltimore or Washington DC office location. The ideal candidate should possess the professional maturity to handle confidential and delicate client information. This position requires a careful individual with a high level of initiative and experience with income tax matters relating to family offices, investment partnerships, trusts and high net worth individuals and families. A candidate's exceptional written and oral communication skills will allow them to succeed in working with a broad internal team of CPAs, tax attorneys and investment advisors on behalf of sophisticated families and their trusts in order to facilitate complex tax reporting and planning projects in coordination with large outside accounting firms. The Private Client Tax Associate reports to the Fiduciary Tax Manager. The primary duties and responsibilities include but are not limited to: * Organize and evaluate tax return data for trusts and private foundations. * Facilitate the timely filing of trust and foundation tax returns with collaboration with a big four accounting firm and execution of tax payments on the client's behalf. * Effectively communicate and coordinate with outside tax accountants to review and analyze federal and state fiduciary tax and informational returns for non-grantor trusts, private foundations, supporting organizations and charitable split-interest trusts. * Communicate with CPAs and attorneys to analyze and answer questions concerning partnership K-1s, trust beneficiary K-1s and grantor tax letters. * Maintain correspondence with the IRS and various state taxing authorities. * Coordinate and communicate with private client relationship advisors, strategic advisors, portfolio managers and outside custodians to achieve optimal reporting and client service. * Recommend tax efficient strategies by researching federal, state, and local taxation issues. * Provide additional expertise in the review, interpretation, and implementation of new or revised tax laws and be able to explain tax law and implications to others. * Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. * Research and complete special projects as they arise - be able to think creatively and strategically. Qualifications: * Three to five (3-5) years of tax experience in public accounting, a family office or with a financial institution's private client business. * Bachelor's degree in accounting, finance or another related program. * Advanced degree (law or master's in taxation) or enrollment in an advanced degree program highly desired. * CPA license or significant progress towards licensure (2+ passed sections of the CPA Exam) required. * Prior experience with partnership tax accounting, private equity and investment partnerships. * Prior experience with Thomson Reuters OneSource Trust Tax * Experience analyzing and researching partnership operating agreements. * Familiarity with reviewing and researching trust instruments a plus. * Strong accounting and analytical skills. * Proficiency with tax research. * Excellent interpersonal, oral and written communication skills. * Ability to work in an office location. MD Salary Range: $85-$90k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). DC Salary Range: $93-$98k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). 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). Benefits 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.

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 Position Summary We are seeking a strategic and collaborative marketing professional to join our Private Investments team. This role is ideal for someone with 6-8 years of experience in asset management or alternatives marketing, who is passionate about storytelling, messaging, and content strategy. The successful candidate will help shape and execute messaging and marketing initiatives that support private equity, private credit, and other alternative investment strategies within Brown Advisory's Private Client, Endowments, and Foundations business. In this role you will work closely with investment, product, and client-facing teams to develop content and campaigns that communicate the value of our private investment offerings to a sophisticated audience of private clients, consultants, and institutional investors. Key Responsibilities Develop and implement messaging strategies that align with the strategic goals of the private investments platform. Create and maintain marketing materials including pitch decks, fund overviews, case studies, and thought leadership content. Collaborate with investment and product teams to translate complex investment ideas into clear, client-ready narratives. Lead go-to-market campaigns for new fund launches, strategy updates, and capital raising initiatives. Tailor messaging for different client segments, ensuring clarity, compliance, and consistency with brand standards. Create digital marketing efforts including email campaigns, webinars, and multimedia content (e.g., podcasts, videos). Track and analyze campaign performance to inform future strategy and reporting. Partner with compliance to ensure all materials meet regulatory and legal standards. Coordinate with global marketing colleagues to ensure alignment and consistency across channels and regions. Qualifications 6 - 8 years of marketing experience in private investments, alternatives, or asset management, with a focus on institutional clients. Strong understanding of private markets and the investment lifecycle. Excellent writing and editing skills; ability to craft compelling, accurate, and compliant content. Experience managing marketing projects from concept through execution. Familiarity with CRM systems (e.g., Salesforce), marketing automation tools, and data analytics platforms. Bachelor's degree in marketing, finance, communications, or a related field. Ability to work in office five days weekly and travel as needed. Preferred Attributes Collaborative and proactive mindset with strong interpersonal skills. Detail-oriented and organized, with the ability to manage multiple priorities. Comfortable working in a fast-paced, deadline-driven environment. Passion for private markets and a desire to grow within a dynamic, entrepreneurial team. 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). MD Salary: $115 - 150k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable). DC Salary: $126.5 - 165k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable). Benefits 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.

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 Position Summary 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 stakeholders are met and their expectations are exceeded. The Reporting & Business Intelligence Team is currently seeking a dynamic individual to drive change and solve complex challenges by utilizing data as a Business Intelligence Analyst. Essential Functions/Responsibilities: Generate monthly, quarterly, and ad-hoc reports for our private client and institutional relationships Produce custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis Develop, communicate, and/or expound reports and analysis for internal and external stakeholders 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 Support client use of TouchPoint, the firm's proprietary online client-access portal Provide support, innovation, and project consultation for multiple business segments Develop industry insights through proactive networking, conference attendance, and independent research Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance Qualifications: Bachelor's degree required Superior analytical and problem solving skills Experience with Microsoft Excel (VBA preferred) Superior written and oral communication skills Highly organized and detail-oriented Diligent work ethic Experience working in a team environment Proactive mentality Ability to adapt in a positive manner to rapidly changing priorities Ability to remain calm in a fast paced environment Ability to handle confidential material with utmost discretion Interested applicants must conduct themselves in a highly professional manner Knowledge of Advent Software or other portfolio management systems preferred Knowledge of FactSet/Bloomberg/MPI/Tableau preferred Ability to work in an office location 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). MD Salary: $72-$80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). Benefits 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.

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 Position Summary: We are seeking an experienced Portfolio Manager to join our OCIO Investment Team. This individual will play a senior role in managing multi-asset class portfolios, advising clients, and driving OCIO investment strategy. The ideal candidate will combine strong investment expertise with a client-first mindset, capable of both leading portfolio construction and fostering trusted relationships with boards, committees, and stakeholders. The primary duties and responsibilities include but are not limited to: As a senior member of the OCIO Investment Team: * Lead the design, construction, and ongoing management of customized multi-asset portfolios. * Oversee asset allocation, risk management, and rebalancing strategies. * Conduct manager selection and due diligence across traditional and alternative asset classes. * Contribute to the firm's overall investment philosophy, research agenda, and capital market views. * Serve as the lead investment advisor for a set of institutional clients. * Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations. * Present investment strategy, performance, and market insights to investment committees and boards. * Build long-term, consultative relationships, ensuring alignment with each client's objectives, risk tolerance, and governance structure. * Partner with client service and operations teams to ensure seamless delivery of investment solutions. * Mentor and develop junior investment professionals. * Collaborate with business development to support new client growth and retention. * Uphold fiduciary standards, regulatory compliance, and best practices in portfolio management. Qualifications: Specific qualifications for the Portfolio Manager position include: * Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred * CFA and/or MBA required * Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines * Is self-motivated, a team player and has experience mentoring junior team members * Must be dedicated to the "client first" principles of the firm and must possess uncompromising personal integrity * Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location; Preference on Boston and Charlottesville locations 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: $200-225k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility, which are applicable to this position. Benefits 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.

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 Brown Advisory is seeking to hire an Accounting Manager for the Private Client Accounting team. The individual who fills this role will be responsible for: leading financial operations for high-net-worth clients, overseeing bookkeeping, reporting, and administrative functions, and managing a group of private client accounting professionals. This role manages a team delivering CFO-level services, ensuring accurate execution of transactions, financial analysis, and reporting. This role also coordinates team activities, maintains client and vendor relationships, and safeguards client assets. The ideal candidate is someone who thrives in a fast-paced environment, embraces change, and proactively solves problems to drive efficiency and client value. The ideal candidate will have the ability to embrace change and adapt in a fast-paced environment, while also proactively focusing on day-to-day activities. The Accounting Manager should be able to identify needs and propose solutions to successfully complete projects on time collaboratively and within a time-constrained environment. They must also enjoy problem solving and the generation of new ideas that drive efficiency and opportunity for the client. Essential Functions/Responsibilities: * Lead daily operations and team management for the Family Office Client Accounting group. * Participate in family office client relationships as member of the team. * Oversee process execution and drive continuous improvements. * Lead onboarding of new clients and support ongoing client relationships. * Manage banking relationships and approve fund flows. * Respond to family and business requests and inquiries. * Oversee banking relationships. * Manage and approve fund flows for client bank accounts. * Review and develop regular reporting tools for clients to understand liquidity and cash flow. * Responsible for oversight of all financial activity, including: reconciling accounts, forecasting cash, and preparing financial statements. * Work closely with tax advisors for document requests and timely payment of tax liability by jurisdiction. Interact with trustees and counsel to facilitate distribution determinations and information flow. * Lend support with various ad-hoc requests (e.g. presentations, tax reports, special projects). Desired Qualifications * 7+ years of relevant experience, including 3+ years in management. * CPA required; Master's degree preferred. * Bachelor's Degree in Accounting, Finance or Corporate Finance (Masters - Post Graduate degrees - strongly preferred). * Background in partnership accounting or tax, ideally with family office or investment firms. * Proficient in QuickBooks, Excel, and Salesforce. * Strong analytical, communication, and leadership skills. * High attention to detail, sound judgment, and discretion. * Client-focused, adaptable, and solutions-oriented. * Experience with process improvement and team development. * Comfortable handling both accounting and broader family office services. * Ability to work in an office 5 days (Norfolk, Baltimore, or Washington DC) * Ability to travel domestically between office locations on a frequent basis. Competencies: This person must: * Be a self-starter and a confident individual. * Act with integrity (handle confidential information with utmost discretion, trust own judgment when "alarm bells" go off, etc.). * Analyze data effectively & make recommendations that incorporate both the results of the analysis along with the preferences of the owners. * Take a solution-oriented approach; solve problems by recommending strategies that will serve the client's needs and best interests over the long term. * Drive continuous improvement; be innovative and creative, always striving to improve efficiency and quality of services. * Possess exceptional interpersonal and communication skills, both verbal and written. * Exhibit accountability and ownership. * Be client centric-always have the client's objectives in mind. * Apply a disciplined approach (be organized, thorough and have good follow-through skills). * Foster effective teams and be a proven leader (managing and developing junior professionals). * Be flexible and demonstrate resiliency in a high demand environment. 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). MD Salary: $135-150k. DC Salary: $148-165k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). Benefits 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.

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 The Virginia Operating Officer is responsible for managing five key aspects of our business at the office level in partnership with the Virginia Office Head. The Operating Officers primary responsibilities are inclusive of the oversight of office metrics, process implementation, incident communication, client team staffing, and general office and personnel management. The Operating Officer must be an experienced operator with the industry knowledge and gravitas to influence strategy and set the tactical direction of the office. The OO works directly with assigned leads for each of our three pillars; PM Lead, CS Lead, and SA lead, respectively; who act as members of the office leadership team in support of the teams/colleagues in their respective area, in addition to other leaders across the firm's other functions including Operations, Human Resources, and Technology, etc. The Operating Officer is the tactical leader on the ground, synchronizing activities across teams and the Virginia offices to deliver exceptional outcomes for our clients. Essential Functions/Responsibilities: Responsible for the regular review of, and analysis of key business metrics informing action plans in the office in order to meet target goals. Monitor process execution and identify and implement enhancements in conjunction with other Private Client Operating Officers and business stakeholders. Run office specific management meetings, delivering minutes, coordinating action items, ownership and due dates to ensure timely and efficient communication streams with office head/s. Develop recommended process changes through engaging key Private Client and internal partners (Investment Solutions Group, Technology, HR, A&F, Compliance, Legal, Operations, and Messaging) to determine challenges and solutions. Serve as the lead change agent for new processes, policies, technologies, etc., that are being implemented across the Private Client business. Partner with Human Resources to ensure the right client team structures are built to maximize the client experience, in addition to ownership of capacity and staffing needs as it relates to your office. Management of people in partnership with human resources, including recruitment efforts, annual reviews, and day-to-day management of colleagues. Serve as the immediate point of escalation and coordinator of incident resolutions with your office. You will also communicate incidents that occur both within and outside of your office to your colleagues to increase awareness along with escalating issues where appropriate. Ensure colleagues in your office follow firm procedures along with coordination and oversight of training related needs and establishing training standards including oversight of new colleague onboarding. Responsible for the communication of business and firmwide initiatives to colleagues ensuring there are no gaps in understanding. Oversight of facilities plans and organization in partnership with the Office Solutions and Corporate Real Estate teams. Directly supervise administrative staff and oversee office administrative procedures. Job Qualifications: Minimum of 10 years of relevant experience, including at least 5 years in a directly related/and or applicable position, preferably within the financial services sector. Bachelor's degree required MBA or graduate degree strongly preferred Proven analytical expertise with a strong track record of developing and implementing operational strategies. Demonstrated ability to build and maintain effective client relationships and serve in a client-facing capacity. Exceptional listening skills with the ability to provide thoughtful, strategic guidance to clients and colleagues. Unwavering commitment to a client-first mindset and the highest standards of personal integrity. Experience leading and driving complex, cross-functional operational initiatives in a fast-paced environment. Strong ability to develop, track, and manage meaningful business metrics and performance indicators. Excellent organizational skills with the ability to manage, prioritize, and execute multiple projects simultaneously. Skilled at evaluating complex business challenges and developing effective, actionable solutions. Strong presentation and communication skills, with the ability to deliver persuasive presentations to senior management and executive leadership. Outstanding interpersonal skills and the ability to work collaboratively with diverse teams and stakeholders. Flexible, adaptable, and comfortable navigating change. Highly self-motivated with a demonstrated ability to work both independently and as part of a team. Willingness and ability to travel between Virginia offices, located in Richmond, Charlottesville and Norfolk. 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). Benefits 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.