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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 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Job Description
Brown Advisory Technology is currently seeking a mid-level Technical Business Analyst to join our team and engage in critical efforts that are currently underway, or on our immediate project roadmap. This individual will be tasked with bringing business analysis discipline and focus to our environment, while also supporting a culture of agility, entrepreneurship and innovation. In addition to gathering and coalescing requirements, this individual will assist in broader project and portfolio management activities. This may include requirements consolidation, vendor engagement through request for information/request for proposal processes, process mapping, field mapping, and other duties as requested. This individual should also have familiarity with financial portfolio management/accounting systems including Addepar.
Duties and Responsibilities
Identify and clearly document business unit requirements.
Analyze firm functions, processes, activities, and systems to improve their performance and/or effectiveness.
Determine the most useful business solutions for the firm.
Recommend alternative solutions to best meet the firm's goals.
Work closely and collaboratively with leadership and key business stakeholders to identify and solve a variety of business problems.
Solicit from stakeholders the symptoms of a problem, formally define the problem, break problem into component parts, and gather information about each of these parts from a variety of sources.
Write a description of business needs, business program functions, and steps required to develop or modify an application/system/process.
Review current capabilities, workflow, scheduling, lifecycle, and other limitations to determine if a program or program change is possible within an existing system (current vs. future state).
Document requirements in such a way that they may be tested in a standard/repeatable fashion.
Perform testing of requirements that have been written/documented, to assist with QA.
Write technical and process documentation and other relevant diagrams and materials.
Clear obstacles, follow-up assertively on tasks, holding team member accountable and escalating issues, as required.
Drive broad stakeholder engagement and communications.
Assist with oversight of 3rd party suppliers that are engaged in efforts.
Consult with other team members regarding project management standards and activities.
Coordinate with project teams.
Create project and process specifications.
Job Requirements
3+ years’ experience as a business analyst, supporting both application development, infrastructure, and/or security technology initiatives.
Below are some suggestions based on my experience ramping up on Addepar. This might help broaden the candidate pool. For what it’s worth, I had zero experience with Addepar or Canoe coming in, but I did have a strong background in financial reporting, data integrations, and related operational workflows, which translated well.
Strong business analysis experience supporting financial systems, investment operations platforms, or portfolio accounting systems
Experience supporting system implementations, platform integrations, and operational process improvement initiatives within investment management environments
Experience with data integration, reconciliation, workflow automation, enterprise data workflows, reporting/data warehouse solutions, and API-enabled platforms
Familiarity with alternative investments, portfolio accounting, investment reporting, and/or financial data management processes
Experience working within wealth management, asset management, family office, fintech, or related financial services environments
Must understand and have experience with project management methodologies, including iterative development, Agile/Scrum, and structured approaches.
Must have strong knowledge and experience with MS Project or other project management software (Jira, Confluence, Atlassian Suite, GitHub, Redmine, Version One, Yodiz, SmartSheet, Teams, SharePoint/OneDrive, Box.com, etc.)
Experience establishing, documenting and maintaining process information.
Experience in financial services and regulated environments is preferred.
Gain a good understanding of the organization’s business goals and objectives.
Excellent communication skills, both written and verbal, including the ability to create and deliver technical presentations to technical and non-technical staff, and communicating with executive and operational management.
Preferred
Experience in financial services, wealth management and regulated environments
Experience with Addepar, Canoe Intelligence, or similar investment data, reporting, portfolio management, or operational workflow platforms
Familiarity with alternative investment operations, document management, and data ingestion workflows
Certifications
One or more of the following certifications are preferred:
PMI Professional in Business Analysis (PMI-PBA)
IIBA Certified Business Analysis Professional (CBAP)
IIBA Certification of Capability in Business Analysis (CCBA)
IIBA Entry Certificate in Business Analysis (ECBA)
PMI Project Management Professional (PMP)
Certified Scrum Master (CSM)
Certified Scrum Professional (CSP)
Prince2 Foundational/Practitioner
Education
Bachelor of Science degree in Information Technology, Information Systems, Computer Science, Computer Engineering, or a related field required
Master’s degree preferred
Personal Attributes
Strong customer service orientation.
Proven analytical and problem-solving abilities.
Ability to effectively prioritize and execute tasks in a very fluid environment.
Adept at reading, writing, and interpreting technical documentation and procedures.
Ability to present ideas and solutions in a customer-friendly way.
Highly self-motivated and directed.
Keen attention to detail.
Skilled at working within a team-oriented, collaborative environment.
Receptive to feedback, with a personal-growth orientation.
Positive attitude.
MD Salary: 85-$105K. 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.