Portfolio Analyst- Private Client
Application Deadline: 12 September 2025
Department: Investment
Employment Type: Internship
Location: London
Description
Brown Advisory (London office) is looking to recruit a Portfolio Analyst for the Private Client portfolio management team. The firm is looking for an individual to join a growing and fast paced team with the ability to immediately make an impact. Due to the complex nature of clients’ investment objectives and related service needs, Portfolio Analysts must have a track record of delivering first-rate client service and be well versed in a broad range of investment disciplines and strategies. The position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies and addressing clients’ needs.Key Responsibilities
Responsibilities include, but are not limited to:•Participate in portfolio management activities for a broad array of client portfolios; each subject to the bespoke investment goals and objectives of the client.
•Develop and implement investment strategies for clients in coordination with the Portfolio Management team and Investment Solutions Group.
•Ensure that Portfolio Managers have adequate information to perform daily portfolio management duties (strong focus on various information systems).
•Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports.
•Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Operations, and Client Service.
•Participate in firmwide investment meetings and monthly International Investment Committee meeting.
•Prepare for and participate in client portfolio review meetings.
•Help monitor global markets and client investments.
Skills, Knowledge and Expertise
•Strong quantitative, analytical, and interpersonal skills.•1-2+ years' experience within the investment industry is preferred.
•Proficiency in Microsoft Office Suite, pricing data systems such as Bloomberg or Factset.
•Ability to multi-task, establish priorities, and work both independently and within a small team environment.
•Ability to handle confidential material with utmost discretion.
•A passion for client service and investments.
•Level 3 qualifications or higher is preferred e.g. CISI International Certificate in Wealth & Investment Management, CISI Investment Advice Diploma or equivalent.
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