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.
Position Summary:
Brown Advisory is seeking a Canoe Data / Integration Engineer to support and scale the firm’s alternative investment data ecosystem. This role is responsible for technical enablement, data integration, data quality, automation, and production support of Canoe-related workflows within the firm.
The role will work at the intersection of technology, investment operations, portfolio management, client reporting, enterprise data, and vendor platforms.
The successful candidate will help ensure that alternative investment documents and data are accurately ingested, validated, transformed, integrated, and delivered to downstream platforms such as Addepar, Snowflake, reporting tools, portfolio systems, accounting platforms, and analytics environments.
This is a hands-on technical and analytical role for a candidate with at least five years of relevant experience in data engineering, platform integrations, investment operations technology, or financial systems support. The ideal candidate has direct Canoe experience or comparable experience with alternative investment data, document automation, data extraction, API integrations, and financial services data operations.
The primary duties and responsibilities include but are not limited to:
- Build, maintain, and improve integrations between Canoe and enterprise platforms, including Addepar, Snowflake, reporting tools, portfolio systems, accounting systems, data warehouses, and other vendor applications.
- Support document ingestion, classification, extraction, validation, exception management, and downstream delivery of alternative investment data.
- Analyze, troubleshoot, and resolve data issues involving capital calls, distributions, capital account statements, NAVs, commitments, contributions, withdrawals, valuations, K-1s, fund metadata, investor entities, and related alternative investment documents.
- Support, maintain, and enhance Canoe-related data workflows across alternative investments, investment operations, portfolio management, client reporting, performance analytics, and financial reporting.
- Develop and maintain data pipelines, SQL queries, reconciliation logic, data validation scripts, exception reports, and operational monitoring routines.
- Partner with investment operations, reporting, portfolio management, accounting, compliance, and technology teams to translate business requirements into data requirements, mappings, validation rules, and integration specifications.
- Support secure and controlled data movement from Canoe into Snowflake and other enterprise data platforms.
- Contribute to data modeling, data transformation, and consumption-layer design for alternative investment data used in reporting, analytics, portfolio review, and client service workflows.
- Use APIs, file-based integrations, ETL/ELT tools, automation scripts, and platform configuration to improve the reliability and scalability of Canoe-related workflows.
- Monitor production data feeds, identify exceptions, perform root-cause analysis, coordinate remediation, and escalate issues to vendors or internal teams as appropriate.
- Validate data quality, completeness, timeliness, and consistency across Canoe, Addepar, Snowflake, reporting tools, and other downstream systems.
- Participate in platform enhancements, regression testing, user acceptance testing, release planning, production deployments, and change-management activities.
- Maintain documentation for data flows, source-to-target mappings, business rules, control points, reconciliation procedures, support runbooks, and platform operating procedures.
- Identify opportunities to automate manual processes, reduce recurring exceptions, improve document-processing accuracy, and strengthen operational controls.
- Ensure Canoe-related data processes align with Brown Advisory’s standards for security, privacy, auditability, operational resilience, and financial services regulatory expectations.
- Collaborate with architects, data engineers, analysts, platform owners, vendors, and business stakeholders to improve the reliability, usability, and scalability of the alternative investment data environment.
Required Qualifications:
- Bachelor’s degree in Information Systems, Information Technology, Computer Science, Finance, Accounting, Business Analytics, Data Analytics, or a related field.
- 5+ years of experience in data engineering, data analysis, platform integration, investment operations technology, financial systems support, or enterprise data operations.
- Experience with Canoe or comparable alternative investment document automation, data extraction, data management, or investment operations platforms.
- Strong understanding of alternative investment workflows, including capital calls, distributions, statements, valuations, commitments, contributions, withdrawals, fund metadata, investor entities, and client reporting requirements.
- Experience supporting data integrations, data pipelines, data feeds, file-based transfers, API-based integrations, or vendor platform connectivity.
- Intermediate to advanced SQL skills, including querying, joins, aggregations, data profiling, exception identification, validation, and reconciliation.
- Experience analyzing and resolving data quality issues across investment, accounting, reporting, portfolio, transaction, position, and reference datasets.
- Familiarity with wealth or asset management workflows, including portfolio management, investment operations, client reporting, performance reporting, alternative investments, and financial reporting.
- Experience translating business requirements into technical specifications, data mappings, validation rules, reconciliation procedures, and operating documentation.
- Strong analytical, problem-solving, documentation, communication, and stakeholder-management skills.
- Ability to work effectively in a fast-paced environment with multiple priorities, production deadlines, and high expectations for data accuracy and reliability.
- Ability to work in Brown Advisory’s Baltimore office three days per week.
Desired Qualifications:
- Direct hands-on experience with Canoe, including document collection workflows, extraction review, validation queues, exception management, data delivery, and platform support.
- Experience integrating Canoe with Addepar, Snowflake, Databricks, enterprise data warehouses, BI/reporting tools, CRM platforms, accounting systems, client portals, or portfolio management platforms.
- Experience using APIs, webhooks, ETL/ELT tools, orchestration platforms, secure file transfers, and automation scripts to support platform integrations.
- Experience with Snowflake, including data ingestion, transformation, modeling, access controls, data sharing, quality checks, and consumption-layer design.
- Experience with Python, dbt, Airflow, Azure Data Factory, AWS Glue, Fivetran, Matillion, or comparable data engineering tools.
- Knowledge of portfolio accounting, investment book of record concepts, performance measurement, client reporting, asset classification, account hierarchy, and investment data governance.
- Experience developing dashboards, operational metrics, exception reports, reconciliation tools, or data quality monitoring processes.
- Familiarity with financial services controls, including audit, data lineage, access controls, SOX, AML/KYC, SEC/FINRA, privacy, and operational risk requirements.
- Experience with Agile delivery, SDLC processes, production support, incident management, root-cause analysis, release validation, and change-management procedures.
- Ability to work across business, data, technology, investment operations, reporting, compliance, and vendor teams to deliver practical, scalable data solutions.
Technical and Business Level Competencies:
- Canoe platform workflows, document ingestion, extraction validation, exception handling, and data delivery
- Alternative investment data, including capital calls, distributions, statements, NAVs, commitments, valuations, fund metadata, and investor entities
- API-based integrations, file-based integrations, middleware, ETL/ELT workflows, and data pipeline support
- SQL, data profiling, data reconciliation, data validation, and exception management
- Snowflake and modern enterprise data platform concepts
- Addepar and downstream portfolio reporting or analytics workflows
- Wealth and asset management operations
- Portfolio analytics, client reporting, performance reporting, investment operations, and financial reporting
- Data governance, data quality, lineage, access controls, auditability, and operational resilience
- Production support, incident triage, root-cause analysis, vendor escalation, release validation, and runbook documentation
- Agile delivery, requirements analysis, user acceptance testing, change management, and technical documentation
- Communication with investment, operations, reporting, compliance, data, technology, and vendor stakeholders
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: $132.5K–$172.5K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility.
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.