Business Intelligence Analyst
Role details
Job location
Tech stack
Job description
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., * 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
Requirements
Do you have experience in Research?, Do you have a Bachelor's degree?, * 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
Benefits & conditions
Pulled from the full job description
- Pet insurance
- Paid parental leave
- AD&D insurance
- Parental leave
- Health insurance
- 401(k) matching
- Vision insurance, MD Salary: $72-$80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable)., At Brown Advisory we offer a competitive compensation package, including full benefits.
- Medical
- Dental
- Vision
- Wellness program participation incentive
- Financial wellness program
- Fitness event fee reimbursement
- Gym membership discounts
- Colleague Assistance Program
- Telemedicine Program (for those enrolled in Medical)
- Adoption Benefits
- Daycare late pick-up fee reimbursement
- Basic Life & Accidental Death & Dismemberment Insurance
- Voluntary Life & Accidental Death & Dismemberment Insurance
- Short Term Disability
- Paid parental leave
- Group Long Term Disability
- Pet Insurance
- 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.