Job DescriptionBrown Advisory is seeking a highly motivated, intelligent, and experienced individual to serve as an Operational Due Diligence (ODD) Analyst. This position requires an intrinsically motivated individual with a true passion to learn and the capability to solve complex problems, often under deadlines.
The primary duties and responsibilities include but are not limited to:
- Conduct operational due diligence on hedge, private equity, real estate and long only investment managers
- Assist in evaluating external investments focusing on risks associated with fund operations
- Utilize AI tools and data analysis techniques to improve research efficiency, document analysis, monitoring workflows, and reporting capabilities
- Communicate directly with fund managers and service providers to gather and assess due diligence information
- Review and analyze financial statements, legal agreements, compliance materials, cybersecurity policies, valuation procedures, and operational documentation
- Participate in onsite and virtual due diligence meetings with senior investment and operational personnel
- Prepare operational due diligence reports and investment memoranda for internal committees and stakeholders
- Develop and enhance internal due diligence processes, data infrastructure, and workflow automation tools
- Partner with investment, research, risk, legal, compliance, and technology teams on cross-functional initiatives
- Monitor industry developments, operational risk trends, regulatory developments, and emerging technologies impacting investment managers
- Support ad hoc analytical and strategic projects across the investment platform
Qualifications:- 1-5 years of experience in operational due diligence, investment operations, fund accounting, risk management, consulting, audit, or related financial services roles
- Strong interest in investment manager operational risk analysis and alternative investments
- Understanding of financial instruments and investment fund structures
- Demonstrated ability to leverage AI tools and technology to improve workflows, research, analysis, or reporting processes
- Bachelor's degree required
- Ability to work effectively in a team environment
- Excellent verbal, written, and interpersonal communication skills
- CFA or CAIA preferred, not required
- Advanced knowledge of Microsoft Word and Excel
- Highly organized and detail oriented
- Superior analytical, problem solving, organizational, and communication skills
- Superior written and oral communication skills
- Ability to work independently and efficiently on several assignments simultaneously
- Willingness to travel globally, approximately 10-20%
- Works well under pressure
- Ability to work in an office location
Salary: $90-130K Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
BenefitsAt 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)
