Teams at Brown Advisory

Provide on-site executive and reception support in the San Francisco office: manage communications, calendar, travel, expense reports, and Salesforce CRM; operate reception and mailroom; handle vendor/inventory and catering; set up meeting rooms and technology; coordinate events and assist the broader team.

The Portfolio Analyst supports the management of client portfolios by performing investment analysis, portfolio monitoring, and coordinating trade activities to align with client objectives and market conditions.