Private Equity Analyst

Company Overview

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 900 colleagues worldwide, all of whom are equity owners of the firm. 

Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

The primary duties and responsibilities of this position include but are not limited to:

• Private Investment Analysts play a key role in supporting a broad and diverse private market portfolio

• Provide end-to-end support of private markets opportunities, including sourcing, market research, financial modeling, due diligence and analysis, ultimately assuming lead coverage of new and existing private investments

• Participate in due diligence discussions with current and prospective private investment firms in a variety of asset classes

• Present due diligence findings and investment recommendations in weekly research meetings; be an active participant in team investment discussions

• Maintain direct engagement with existing and prospective managers, lead regular on-going meetings, and monitor performance, portfolio exposures, and organizational changes

• Collaborate with legal, compliance, investment and operations teams to support fund diligence and onboarding

• Maintain coverage of a diverse portfolio of existing investments and lead post-investment monitoring and due diligence of these opportunities 

• Develop and maintain internal and external collateral and marketing materials related to existing and prospective investment opportunities 

• Prepare materials for client meetings and participate in client discussions

• Work directly with internal portfolio management teams to support portfolio construction processes

• Communicate consistently with a variety of internal stakeholders, including contributing to presentations on the private market environment, existing and prospective investment opportunities 

• Help in development of younger investment analysts by providing direction and feedback

Qualifications

• 4-6 years of experience in private markets investing, manager research and/or fund selection

• Experience managing relationships with investment firms, including sourcing, underwriting and closing investments

• Strong knowledge of private equity, credit and real assets markets, with an emphasis on private equity

• Bachelor's degree required 

• A strong interest and aptitude for investing, with a particular curiosity for private markets 

• Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment 

• Exceptional communication skills, both written and verbal 

• Highly organized and detail-oriented 

• Entrepreneurial spirit, proactive mentality and diligent work ethic 

• Strong ability to operate independently on project-based assignments, as well as collaboratively within the Private Investment Group and across the Firm 

• Eager to contribute and learn, ask questions and provide solutions 

• Ability to work in an office location and travel as needed

MD Salary: $130-$160k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

DC Salary: $145-175K. 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
•    Gym membership discounts
•    Fitness event fee reimbursement
•    Corporate 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.