Brown Advisory jobs in Boston, MA

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 Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients' investments, estate planning, and account administration. The primary duties and responsibilities include but are not limited to: Serve as a critical team member in partnership with Client Service Advisors and Senior Associates. Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients. Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed. Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting. Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules. Maintain CRM records for clients and prospects. Complete ad hoc client-related projects as needed. Qualifications: Bachelor's degree required 2+ years financial industry or client service experience preferred Experience with trust administration and/or client account documentation a plus Proficiency with M.S. Office suite including Excel, Word & PowerPoint Strong quantitative, analytical, and interpersonal skills Highly organized work style; detail-oriented and accurate Ability to multi-task and adapt to changing priorities to meet client demands Collaborative team-player; self-motivated with a strong work ethic Demonstrates tact, discretion and good judgement in handling sensitive and confidential information Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency Exhibits excellent communication skills, both verbal and written Eager to contribute and learn, ask questions and provide solutions Ability to work in the Baltimore 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). Salary: $65k - $85K. 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.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. Responsibilities: • Process and settle trades across all asset classes - including continually monitoring for potential updates post settlement • Work with trading, legal, and operations to ensure accuracy of investment data in all platforms • Liaise with traders, custodians, and counterparties to resolve all trade breaks/issues • Execute daily position reconciliations • Work with legal team to set up new counterparty trading relationships • Provide general assistance to traders and portfolio managers • Continuously look for ways to automate and improve legacy manual processes • Confirm all derivative transactions in electronic confirmation platforms • Work with legal and trading teams to review and execute long form derivative trade confirmations Qualifications: • BA degree in Economics, Finance or related field • 3+ years of relevant experience in Fixed Income/Derivatives • Knowledge of Bloomberg, Markitwire, TradeServ, Clearpar, CTM, and ALERT is preferred • Familiarity with long form derivative trade confirmations • Familiarity with advanced Excel formulas preferred • Must be able to work well under pressure and within a deadline driven environment • Must be diligent, detail oriented, and have the ability to multitask • Demonstrate accountability and excellent oral and written communication skills Current anticipated annual base salary range: $85,000 - $100,000 Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. Bracebridge is seeking to hire a talented undergraduate student as a Summer Intern to work as part of the Investment Operations Department. A Summer Intern might be involved in any of a wide range of projects at Bracebridge, depending on our needs and the individual's strengths. Past Summer Interns have: Assisted in the review of monthly shareholder statements Prepared daily reports and reconciliations Prepared Profit and Loss reporting Assisted in preparing various ad hoc deliverables The Summer Intern will be involved with other projects and administrative duties, as needed. We seek technically strong, motivated and detail-oriented candidates. Required Skills and Credentials: Academic achievement in pursuit of a BS/BA in Accounting, Finance or related fields Intellectual curiosity and eagerness to learn Strong communication and interpersonal skills Exceptional organizational skills and attention to detail Knowledge of Microsoft Excel is a plus

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. Bracebridge Capital is seeking a full-stack AI/ML Engineer to join the Machine Learning team who will lead and support critical projects aimed at enhancing productivity, automating internal workflows, and deploying machine learning systems at scale. This individual will work on highly-visible initiatives such as managing the Founder's e-comms workflows and also serve as a bridge between the machine learning team and our IT and software teams. The ideal candidate is deeply technical, highly autonomous, and pragmatic about building modern AI tools in a highly secure, non-cloud environment. Responsibilities • Design and maintain on-prem NLP and ML tools, including a next gen communications integration system, which can automatically triage, prioritize, summarize, and route the Founder's high-volume of electronic communications • Build intelligent agents to suggest and draft email replies, escalate urgent messages, and integrate with Slack and tasking systems. • Serve as the technical liaison between the ML team, IT and software development teams. • Build and manage web portals, dashboards, API interfaces, servers and databases that expose ML outputs, alerts, and data summaries to non-technical users. • Document workflows and integrate tools into existing operational systems with clear interfaces and security controls. • Own and operate CI/CD pipelines and containerized environments (Docker, Kubernetes optional) for ML systems and dashboards. Enforce engineering best practices across the ML development lifecycle: version control, testing, model validation, monitoring. • Monitor and maintain ML infrastructure and ensure smooth operation of GPU/CPU servers, model runtimes, databases, job schedulers, logs and proactively identify and resolve system issues before they impact users. Qualifications • Bachelor's or Master's degree in Computer Science, Machine Learning, Applied Math, or related field • Minimum of 3 years of professional experience in ML engineering or applied NLP, ideally in a high-stakes, low-latency environment • Proficiency in Python and modern ML tooling (e.g., PyTorch, spa Cy, Hugging Face, LangChain) • Solid backend engineering experience (e.g., FastAPI, Flask, REST APIs, WebSockets) • Experience with DevOps: CI/CD (e.g., Azure DevOps, GitHub Actions, Jenkins), Docker, version control • Experience managing on-prem infrastructure, including job orchestration, storage, and process scheduling • Familiarity with email parsing (e.g., Outlook APIs, IMAP), document summarization, classification, and routing logic • Strong communications skills and an eagerness to collaborate across multiple teams within the firm • Ability to successfully work error free in a fast paced environment with strong understanding of prioritization.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. Bracebridge Capital seeks a Senior Quantitative Researcher - Risk System Lead with substantial hands-on experience building fixed-income pricing and risk systems in C++. This is a senior, production-focused quant role requiring deep familiarity with rates, credit, correlation, and ABS modeling, as well as risk system architecture. Candidates without direct, professional experience managing, developing and maintaining fixed-income analytics in production environments will not be considered. The Risk System Lead will report to the Director of Research and will own all aspects of the firm's daily risk process, collaborating with Portfolio Managers and Researchers across strategies. Primary Responsibilities: Lead and manage the development/enhancement of the in-house fixed income pricing platform used for portfolio and risk management Develop a comprehensive understanding of and own the daily scenario-based Risk System production process, including model development, data pipelines, database structure, C++ analytics, and report generation Identify and explain sources of large daily sensitivity and scenario PL changes and discrepancies Build accountability-based business process to monitor daily Risk System runs, utilizing Researchers and Quantitative Developers Pinpoint issues with data and/or analytics and direct junior members of the group to resolve them Implement and manage the changes and enhancements to the models, scenario definitions and other parts of the risk system to incorporate new state variables and risk factors Collaborate with Portfolio Managers on pricing and scenario analysis for rates, credit, and ABS positions Qualifications: MS or more advanced degree in Computational Finance/Financial Mathematics/Financial Engineering Minimum 5 years of professional experience implementing fixed-income pricing models for products in rates, credit, correlation and ABS space Substantial experience with C++ programming, including responsibility for production and maintenance of fixed-income analytics libraries Proven track record in risk system architecture and scenario-based portfolio analytics Familiarity with complex fixed-income instruments and valuation approaches, including loan portfolio pricing models, strongly preferred Solid understanding of risk management concepts, including sensitivity analysis, stress testing, and P&L attribution Demonstrated ability to communicate effectively with portfolio managers, traders, and quantitative teams Proven ability to work independently and deliver results in a fast-paced, collaborative research environment Current anticipated annual base salary range: $200,000 - $300,000 Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.

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.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. We are seeking a highly motivated and technically strong Tax Technology & Reporting Analyst to join our Tax Department. This role is ideal for a candidate with a background in accounting and tax who also possesses strong systems, data, and process-automation skills. The candidate will play a critical role in modernizing our tax workflows, reducing manual inputs, improving data integrity, and enhancing our ability to utilize K1x, Brightline, Alteryx, and related technologies. This role reports directly to the Director of Tax. Responsibilities Develop, maintain, and enhance automated tax workflows using Workday, Alteryx, K1x, Brightline, and other internal tools. Identify opportunities to reduce manual processes and implement scalable automation solutions. Build repeatable data pipelines, validation scripts, and transformation routines to streamline tax reporting. Assist with integration between tax systems, accounting systems, and data warehouses. Improve data quality by designing robust input controls, exception reporting, and reconciliation checks. Support the preparation and review of complex partnership tax allocations, Schedule K-1/K-3 production, and investor-level reporting. Assist with quarterly estimated tax calculations and annual federal/state partnership filings. Perform detailed analytics to ensure accurate book-to-tax adjustments and allocation methodologies. Assist in researching and resolving issues impacting investor reporting, PFIC calculations, and other hedge-fund-specific tax matters. Work closely with Operations, Finance, and Technology teams to ensure data consistency across systems. Implement best practices related to audit trails, version control, and change-management protocols. Qualifications Bachelor's degree in Accounting Information Systems, Accounting, Finance, or related field. 3-5 years of experience, preferably at a Big 4 or large public accounting firm focused on asset management, partnership taxation, or tax technology. Foundational knowledge of partnership and hedge-fund taxation, K-1 reporting, and investment-fund structures. Understanding of book-tax differences and allocation methodologies. Strong proficiency in Alteryx, SQL, data analytics tools, and Excel (advanced formulas, Power Query, VBA preferred). Experience using or supporting platforms such as K1x, Brightline, ONESOURCE, GoSystem, or other tax reporting technologies. Understanding of data architecture, ETL concepts, and workflow automation principles. Strong communication skills with the ability to translate technical concepts into business language. Organized, detail-oriented, and able to manage multiple workstreams. Current anticipated annual base salary range: $90,000 - $110,000 Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. Bracebridge is seeking to hire a talented graduate student as a co-op in our Quantitative Research department. The co-op will report to the Manager of the Research Application Development group and will be exposed to all aspects of the software development lifecycle. Primary Responsibilities: Work with senior engineers to design and develop new features on application platforms Determine root cause and resolve any issues arising on application platforms Implement unit and integration tests Required Skills and Credentials: Top academic credentials in pursuit of a MS degree in Computer Science, Engineering or Information Systems Understanding of object-oriented programming Knowledge of SQL Intellectual curiosity and an eagerness to learn Knowledge of web development Experience with C# and .NET is a plus Current anticipated annual base salary range: $43 - $48/hour Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. We are seeking a dynamic and detail-oriented professional to join our Structured Products team. This ideal candidate is someone with a strong background in structured finance, a deep understanding of both U.S. and European markets, and a passion for developing innovative, value-driven deal structures. You will play a key role in structuring, negotiating, and executing complex transactions across a range of asset classes. Key Responsibilities: Structure securitized product deals, with a focus on both U.S. and European-based assets. Drive deal structuring efforts, including valuation analysis, scenario modeling, and optimization strategies. Negotiate key transaction terms with external counterparties, including issuers, servicers, and trading partners. Partner with internal legal, accounting, tax, and risk teams to coordinate deal execution and ensure compliance with investment guidelines. Evaluate new opportunities in structured credit markets, proposing bespoke solutions that align with Bracebridge's investment strategy. Leverage internal models and analytics to ensure optimal execution and pricing strategies. Analyze credit enhancement mechanisms and structural protections to support investment decisions. Serve as a key liaison with trading desks, issuers, servicers, and other market participants. Partner with internal stakeholders on whole loan mortgage opportunities (residential, CMBS), warehouse financing, and related structured products. Engage in market dialogue to stay abreast of trends in securitized products, legal frameworks, and regulatory developments. Qualifications: Bachelor's degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field; top academic credentials preferred. Minimum 3 years of experience in securitized product structuring, ideally with exposure to both U.S. and European markets. Strong analytical and quantitative skills, with experience in modeling and structured finance analytics. Strong modeling and analytical skills, including experience with tools such as Intex and Bloomberg; programming proficiency (VBA, C#, or SQL) is highly valued. Demonstrated ability to drive complex deal processes independently, from structuring to execution. Excellent negotiation, interpersonal, and communication skills. Proven ability to manage multiple priorities in a fast-paced, collaborative environment.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. Primary Responsibilities Prepare and enter journal entries for domestic and international corporate entities Complete month end account reconciliations for balance sheet and income statement accounts Calculate intercompany eliminations and currency translation adjustments Prepare monthly FP&A analysis for select line items Assist with audit support and preparing GAAP financial statements Reconcile investment holdings statements for corporate entities Prepare ad hoc reports and analysis as needed Qualifications CPA and bachelor's degree in accounting Minimum two years' experience in general ledger maintenance, month and year end close, or public accounting Management company experience a plus Knowledge of QuickBooks or Workday a plus Ability to successfully work error free in a fast-paced environment with strong understanding of prioritization Approach all aspects of responsibilities with the highest level of discretion and integrity Strong proficiency in Microsoft Office applications including Outlook, Excel, and PowerPoint. Excellent interpersonal and communication skills The Company does not offer visa sponsorship for this role.

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 Private Client Service provides highly customized and comprehensive service and solutions to our clients. As a key member of this team the Senior Relationship Associate engages directly with clients to proactively address their needs and coordinate prompt, accurate and thorough resolution to their inquiries. In addition, the Senior Associate works closely with Private Client Relationship Advisors, Portfolio Managers and Strategic Advisors to facilitate a broad range of investment, trust and planning activities for clients. The primary duties and responsibilities include but are not limited to: Work in close collaboration with Private Client Relationship Advisors, Portfolio Management, Strategic Advisory and Operations teams to provide a high quality, well-integrated service experience to Brown Advisory clients. This includes: Manage all aspects of client onboarding including custodian selection, documentation collection, account funding, online enrollment and implementing fee arrangements. Build rapport with clients, as well as their outside advisors, (accountants, attorneys.) Assure prompt, accurate fulfillment of all client requests and inquiries. Understand fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients. Coordinate gifting activities including processing cash and in-kind gifts; producing gift letters, Crummey notices. Understand the advisory fee calculation process and ensure fee arrangements are implemented correctly. Establish strong working relationships with Client Service team members as well as partners across the organization. Take initiative to develop junior team members. Contribute to ad-hoc projects and ongoing business improvement efforts as needed. Qualifications: Bachelor's degree required; 5+ years of relevant experience in a client-facing role Proven ability to build rapport and foster trust with clients and their outside advisors Ability to multi-task and adapt to changing priorities to meet client demands Demonstrates professional maturity and discretion in handling confidential and delicate client issues Collaborative team-player; self-motivated with a strong work ethic Highly organized work style; detail-oriented and accurate Excellent communication skills, both verbal and written Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency Ability to understand complex documentation related to account structures, trusts, etc. Experience with trust administration and fiduciary functions is a plus Ability to work in our Boston 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). Salary: $85-105k. 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.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. The Tax Specialist will report to the Tax Senior. You will work closely with other team members and the tax return preparers to ensure the accuracy and timely delivery of all tax deliverables for the Bracebridge managed structure including both onshore and offshore master-feeder fund structures. Responsibilities: Preparation related to: Computations of partnership taxable income, partnership book and tax allocations, tax estimates, Schedule K-1s and tax returns. Forms 926, 8621, 8858, 8865, 8886, 5471, and W-8 as well as any other required tax filings. ASC 740 Uncertain Tax Position analyses. Monthly NRA Withholding Statements. The month-end close process and production of reconciliations related to balance sheet and income statement accounts. Analyze and identify book-to-tax differences including wash sales, PFICs, bond bifurcation, and accretion/amortization of discount/premium. Document tax and accounting policies and procedures. Assess and evaluate reporting processes and systems to ensure they are efficient and effective. Work with internal technical resources to enhance existing processes and develop new systems as required. Additional responsibilities may include researching and implementing operational improvements, ad hoc analysis and special projects. Qualifications: BA degree in accounting or finance. CPA, MST or working towards a CPA or MST preferred. A minimum of 3-5 years financial services experience with exposure to the taxation of financial products and hedge/mutual funds or investment companies preferred. Knowledge of fixed income securities, derivatives and complex financial instruments. Proficient with software, including advanced MS Excel. Knowledge of Total Return accounting system (an SS&C Globe-Op platform), Brightline, K1x, Alteryx, and / or Workday are a plus. Strong analytical and organizational skills. Excellent communication and interpersonal skills in order to work with a diverse group of internal and external resources, in a challenging, fast-paced setting. Current anticipated annual base salary range: $90,000 - $110,000 Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. Bracebridge is seeking to hire a talented graduate student as a co-op in our Quantitative Research department. The co-op will report to the Manager of the ABS Business Intelligence group and will be exposed to all aspects of the data acquisition process, including requirements definition, development, testing, implementation and maintenance. Primary Responsibilities: • Learn, maintain, support and enhance the existing data acquisition framework • Create new applications, reports and automated tests using the existing framework • Design and maintain tools to analyze the performance of preproduction code • Build out the data acquisition framework for new providers and asset classes • Improve product documentation Required Skills and Credentials: • Top academic credentials in pursuit of a MS degree in Computer Science, Engineering or Information Systems • Experience with .NET development platform preferred • Experience with C# or Java • Strong object-oriented programming skills • SQL skills • Ability to critically evaluate and improve current processes • Proven ability to produce quality work under time pressure • Excellent technical skills as well as the ability to work collaboratively with others • Intellectual curiosity and an eagerness to learn

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's Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is hungry to pursue a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues. Essential Functions/Responsibilities: * Responsible for all aspects of administration and client service for high net worth families and family offices * Effective communication with both internal and external contacts including prospects and clients * Understanding of trusts, foundations and LLC structures * Organize and manage meetings from start to finish * Establish effective working relationships with colleagues and external contacts * Account maintenance (opening new accounts, managing transactions, address changes, etc.) * Understand basic fiduciary issues relevant to client relationships * Proactive resolution of client inquiries - direct client contact * Handling/supervision of cash processing for assigned accounts * Collaborate with outside advisors concerning client's personal, trust and other entities tax information * Prepare letters and other client communications * Complete customized analyses and spreadsheets for specific projects * Process customized client reporting * Strong understanding of competitor and industry products and services * Successfully cultivate strong relationships with functional groups across the firm Job Requirements: * Bachelor's degree and minimum of ten (10) years of relevant work experience * Experience with Trusts and Fiduciary accounts * Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records * Strong management skills and leadership experience * Desire to learn and the ability to learn quickly * Detail oriented * Superior client service skills * Illustrates tact, discretion, and good judgment in handling sensitive and confidential information * Strong decision making and problem solving skills * Strives for innovation and process improvement * Strong communication skills * Ability to multi-task and adapt to changing priorities to meet client demands * Self-motivated with strong work ethic 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: $100-125k. 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.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. Bracebridge is seeking to hire a detail-oriented and self-motivated Repo Trading Analyst to join our Treasury team. In this role you must be able to work in a fast-paced environment with other team members, counterparties, and investment personnel to ensure all repo trade needs and cash management needs are met daily. Responsibilities: Identify, execute, and manage repo trades across fixed income product groups to optimize firm liquidity Forecast and manage daily cash needs, ensuring adequate target balances are maintained Manage and foster strong relationships with Broker/Dealer community Monitor counterparty exposure and funding market conditions Monitor corporate action events, communicate with internal PMs and external counterparties to ensure accurate calculations Communicate market and counterparty developments with portfolio managers, traders and analysts Qualifications: BA degree in Economics, Finance or related field preferred 2-3 years of relevant experience in fixed income financing or cash management Proficiency in Microsoft Excel; experience with VBA and Python Prior experience with automation within the treasury function a plus Strong work ethic, initiative, proactive approach, and attention to detail Ability to work well under pressure, within a deadline-driven environment Current anticipated annual base salary range: $85,000 - $100,000 Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.

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 is seeking a proactive, resourceful, and versatile individual to serve as an Portfolio Analyst (PA) for Brown Advisory's Outsourced Chief Investment Officer (OCIO) team. The ideal candidate is a motivated individual who is able to help drive change and solve complex challenges by utilizing data and their analytical capabilities. Specific functional expectations are to help support ongoing client reporting needs, ensure accurate and timely portfolio updates, maintain proprietary databases to support investment decision making, among other responsibilities. The role will be dynamic and day-to-day responsibilities will evolve commensurate with experience, interests, and client needs. Essential Functions/Responsibilities: Generate monthly, quarterly, and ad-hoc reports for our OCIO relationships Produce custom analytics for reporting on a regular or ad-hoc basis Develop, communicate, and/or expound on reports and analysis for internal and external stakeholders Troubleshoot any reporting or operational process errors; develop close working relationships across teams to help propose and implement solutions Manage projects to create or improve reporting content and/or advance strategic business goals Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance Support clients through their various events (i.e. an audit) and ensure accurate information is provided to 3rd party vendors Build rapport across the firm's operational teams and collaborate to solve challenges Minimum Qualifications: Bachelor's degree in Finance, Economics, Business Administration, Accounting or related subject 2-5 years of investment or reporting experience Superior analytical and problem-solving skills Curiosity of capital markets and an intention to pursue Chartered Financial Analyst designation Strong attention to detail Strong work ethic Ability to establish priorities and manage multiple workstreams Flexibility and the willingness to adapt to rapidly changing priorities Professional maturity, keen judgement, and the ability to handle confidential information with discretion Strong Microsoft Excel (VBA is a plus) and PowerPoint skills Knowledge of FactSet/Tableau/Advent/Bloomberg is an advantage 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). Salary: $75-$100k. 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's Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is hungry to pursue a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues. Essential Functions/Responsibilities: Responsible for all aspects of administration and client service for high net worth families and family offices Effective communication with both internal and external contacts including prospects and clients Understanding of trusts, foundations and LLC structures Organize and manage meetings from start to finish Establish effective working relationships with colleagues and external contacts Account maintenance (opening new accounts, managing transactions, address changes, etc.) Understand basic fiduciary issues relevant to client relationships Proactive resolution of client inquiries - direct client contact Handling/supervision of cash processing for assigned accounts Collaborate with outside advisors concerning client's personal, trust and other entities tax information Prepare letters and other client communications Complete customized analyses and spreadsheets for specific projects Process customized client reporting Strong understanding of competitor and industry products and services Successfully cultivate strong relationships with functional groups across the firm Job Requirements: Bachelor's degree and minimum of ten (10) years of relevant work experience Experience with Trusts and Fiduciary accounts Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records Strong management skills and leadership experience Desire to learn and the ability to learn quickly Detail oriented Superior client service skills Illustrates tact, discretion, and good judgment in handling sensitive and confidential information Strong decision making and problem solving skills Strives for innovation and process improvement Strong communication skills Ability to multi-task and adapt to changing priorities to meet client demands Self-motivated with strong work ethic 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: $100-125k. 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's Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is hungry to pursue a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues. Essential Functions/Responsibilities: Responsible for all aspects of administration and client service for high net worth families and family offices Effective communication with both internal and external contacts including prospects and clients Understanding of trusts, foundations and LLC structures Organize and manage meetings from start to finish Establish effective working relationships with colleagues and external contacts Account maintenance (opening new accounts, managing transactions, address changes, etc.) Understand basic fiduciary issues relevant to client relationships Proactive resolution of client inquiries - direct client contact Handling/supervision of cash processing for assigned accounts Collaborate with outside advisors concerning client's personal, trust and other entities tax information Prepare letters and other client communications Complete customized analyses and spreadsheets for specific projects Process customized client reporting Strong understanding of competitor and industry products and services Successfully cultivate strong relationships with functional groups across the firm Job Requirements: Bachelor's degree and minimum of ten (10) years of relevant work experience Experience with Trusts and Fiduciary accounts Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records Strong management skills and leadership experience Desire to learn and the ability to learn quickly Detail oriented Superior client service skills Illustrates tact, discretion, and good judgment in handling sensitive and confidential information Strong decision making and problem solving skills Strives for innovation and process improvement Strong communication skills Ability to multi-task and adapt to changing priorities to meet client demands Self-motivated with strong work ethic 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: $100-125k. 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.