Strategic Advisory Co-op

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.

Strategic Advisory Overview

At Brown Advisory, the Strategic Advisory team serves as Brown Advisory’s thought-leaders for long-term strategic planning for clients and collaborates with Private Client Portfolio Managers to develop and execute plans for individuals and families on a wide range of issues, often in coordination with clients’ outside advisors.  Strategic Advisors deal comprehensively with income and tax planning, cash-flow planning, trust and estate advisory, retirement planning, lending advisory, trustee services, family business transfer, pre-liquidity planning, generational asset transfer, handling specialty assets, insurance advisory, philanthropic advice, and family office services.

Program Description

Brown Advisory is seeking a motivated, team-oriented student to participate in a 6-month co-op program. Through participating in this entrepreneurial and project-based program, the student has the opportunity to gain exposure to Strategic Advisory services at the firm. Duties and responsibilities:

• Provide Strategic Advisory support within a client team for a broad array of individual, family and trust portfolios, subject to the special needs of each client Assist in the management process of client relationships in coordination with the Strategic Advisory and Private Client teams

• Learn and utilize our Financial Planning software to help with cash flow modeling and capital sufficiency analysis

• Contribute to the creation of core deliverables on the Strategic Advisory team by developing balance sheets and graphical estate plan summaries for key clients

• Coordinate presentations of the firm’s Strategic Advisory capabilities, including developing content for prospective clients and their advisors

• Organize timely and relevant content for internal and external audiences in coordination with broader team

• Stay abreast of major tax or legislative updates that impact the families we work with

• Demonstrate an interest in developing knowledge of personal tax, estate planning, retirement savings strategies, philanthropic planning, and various investment strategies

• Act as self-starter capable of operating independently with a high level of direct responsibility, while maintaining strong ties to the Strategic Advisory team

• Students will be provided the opportunity to travel to other Brown Advisory office locations as needed by the business.

Personal Attributes:

• Strong interpersonal skills and a collaborative, team-oriented approach

• High analytical expertise tempered by a strong relationship-building mentality

• Passionate, creative, and innovative with a high level of familiarity across a broad range of advisory topics

• Exceptional organizational skills and strong ability to prioritize tasks

Qualifications:

• We are seeking students on their second co-op (candidates must have already successfully completed their first co-op in order to be eligible for this opportunity).

• Balanced resume with a demonstrated record of achievement, such as extracurricular activities or leadership

• Entrepreneurial mindset as well as the ability to proactively identify, execute, and manage projects  of interest

• Excellent communication and presentation skills with an exceptional attention to detail

• Genuine interest in private wealth management, financial planning, and investing

• Minimum GPA of 3.0 and a demonstrated record of academic achievement

• Ability to work our Boston office, five days a week

Hourly Pay: $20-$35 hourly. Commensurate with experience and location. This range does not include bonus or long term incentive eligibility (if applicable).

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).