Senior Business Analyst, Private Client Endowments and Foundations

Strategic project leadership and execution

• Lead and coordinate complex, cross-functional strategic initiatives across the business.
• Help structure and drive projects from concept through execution, including establishing workplans, coordinating stakeholders, tracking milestones, and maintaining momentum across workstreams.
• Operate independently in ambiguous environments, proactively identifying next steps, resolving issues, and advancing initiatives with limited oversight.
• Support strategic initiatives such as business expansion, new offerings, platform development, strategic hires, and other growth priorities.
• Identify risks, dependencies, and operational considerations across initiatives and proactively support alignment and resolution.

Executive communications, decision support, and presentation development

• Prepare executive presentations, briefing materials, business updates, and communications for leadership meetings, business reviews, board meetings, and other leadership discussions.
• Strengthen the management information suite so leadership receives strategic, timely, and decision-useful reporting. In order to improve leadership visibility and decision-making.
• Develop clear recommendations, presentations, and materials to support executive discussions and strategic planning activities.
• Respond to ad hoc requests for information, analysis, and presentations, often under tight timelines and competing priorities.

Cross-functional coordination and stakeholder engagement

• Build and maintain strong working relationships across teams, offices, and functions throughout the firm.
• Partner closely with Finance, Compliance, Legal, Technology, Operations, Information Security, HR, and business teams to support coordination and execution across strategic initiatives.
• Facilitate communication, alignment, and follow-through across complex and cross-functional priorities.
• Support the integration of merger/combination activity; help embed effective operating models, governance, and collaboration across combined teams.
• Demonstrate sound judgment, professionalism, discretion, and a collaborative approach when working with stakeholders across the business.
• Contribute to the effectiveness and cohesion of the broader business and to a collaborative, high-performing culture.

Reporting, technology, and AI-enabled analysis

• Use available tools, including AI where appropriate, to improve the quality, pace, and consistency of business analysis, reporting, research, and workflow execution.
• Work across multiple data sources and business platforms to extract insights and support decision-making.
• Apply thoughtful judgment to ensure technology supports effective analysis, decision-making, and communication

Qualifications

• 7+ years of experience in management consulting, investment banking, strategic finance, business strategy, business operations, or a similarly analytical and project-oriented environment, with a minimum of 2-5 years in management consulting experience required.
• Bachelor’s degree required, preferably in Business, Finance, Economics, Accounting, Engineering, Mathematics, or a related analytical discipline.
• MBA or other advanced business degree preferred, but not required.
• Demonstrated experience leading complex cross-functional projects or strategic initiatives from planning through execution.
• Strong project management and organizational skills, with the ability to manage multiple priorities and stakeholders simultaneously.
• Ability to operate independently with a high degree of ownership, initiative, and accountability.
• Strong strategic thinking and structured problem-solving capabilities.
• Excellent analytical, research, and business modelling skills.
• Strong executive communication and presentation skills, including development of high-quality materials for senior leadership and executive forums.
• Ability to synthesize complex information into clear insights, recommendations, and action plans.
• Understanding of wealth and asset management business strategy and industry dynamics preferred.
• Comfortable working in fast-moving and ambiguous environments.
• Familiarity and comfort with business technology, data analysis, and AI-enabled tools.
• High levels of professionalism, judgment, discretion, and stakeholder management capability.
• Ability to travel 20-30% of the month.
• Ability to work onsite in Washington D.C. or Baltimore office location.

You Are

• Strategic, intellectually curious, and commercially minded.
• Highly organized and execution oriented.
• Comfortable operating independently with limited oversight.
• Strong project manager with the ability to create structure in ambiguous situations.
• Proactive, resourceful, and solutions oriented.
• Strong communicator and relationship builder.
• Calm under pressure and comfortable managing competing priorities.
• Collaborative, low ego, and team oriented.
• Pragmatic and willing to move between strategic and tactical work, as needed.

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 & DC Salary: $150-200k. 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
• 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.