Qureos Mentor

Brown Advisory

Brown Advisory is an independent investment management and strategic advisory firm dedicated to delivering client-first investment performance and strategic advice. With a global team of over 1,000 equity owners, the firm serves a diverse clientele, including individuals, families, endowments, foundations, and institutions, ensuring the highest level of service and expertise in financial management.

<div>
 
 Company Overview
 
 
 
 Every firm has a culture &ndash; the values, beliefs, methodology, attitudes and standards that reflect an organization&rsquo;s DNA. But the truly inspiring firms &ndash; the game-changers, the industry leaders and the disruptors &ndash; 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&rsquo;s clients&mdash;including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries&mdash;are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
 
 
 
 Job Description
 
 
 
 Brown Advisory Technology is currently seeking a mid-level Technical Business Analyst to join our team and engage in critical efforts that are currently underway, or on our immediate project roadmap. This individual will be tasked with bringing business analysis discipline and focus to our environment, while also supporting a culture of agility, entrepreneurship and innovation. In addition to gathering and coalescing requirements, this individual will assist in broader project and portfolio management activities. This may include requirements consolidation, vendor engagement through request for information/request for proposal processes, process mapping, field mapping, and other duties as requested. This individual should also have familiarity with financial portfolio management/accounting systems including Addepar.
 
 
 
 Duties And Responsibilities
 
 
 
 <ul>
 <li>
 Identify and clearly document business unit requirements.
 </li>
 <li>
 Analyze firm functions, processes, activities, and systems to improve their performance and/or effectiveness.
 </li>
 <li>
 Determine the most useful business solutions for the firm.
 </li>
 <li>
 Recommend alternative solutions to best meet the firm's goals.
 </li>
 <li>
 Work closely and collaboratively with leadership and key business stakeholders to identify and solve a variety of business problems.
 </li>
 <li>
 Solicit from stakeholders the symptoms of a problem, formally define the problem, break problem into component parts, and gather information about each of these parts from a variety of sources.
 </li>
 <li>
 Write a description of business needs, business program functions, and steps required to develop or modify an application/system/process.
 </li>
 <li>
 Review current capabilities, workflow, scheduling, lifecycle, and other limitations to determine if a program or program change is possible within an existing system (current vs. future state).
 </li>
 <li>
 Document requirements in such a way that they may be tested in a standard/repeatable fashion.
 </li>
 <li>
 Perform testing of requirements that have been written/documented, to assist with QA.
 </li>
 <li>
 Write technical and process documentation and other relevant diagrams and materials.
 </li>
 <li>
 Clear obstacles, follow-up assertively on tasks, holding team member accountable and escalating issues, as required.
 </li>
 <li>
 Drive broad stakeholder engagement and communications.
 </li>
 <li>
 Assist with oversight of 3rd party suppliers that are engaged in efforts.
 </li>
 <li>
 Consult with other team members regarding project management standards and activities.
 </li>
 <li>
 Coordinate with project teams.
 </li>
 <li>
 Create project and process specifications.
 
 
 </li>
 </ul>
 
 Job Requirements
 
 
 
 <ul>
 <li>
 3+ years&rsquo; experience as a business analyst, supporting both application development, infrastructure, and/or security technology initiatives.
 </li>
 <li>
 Strong business analysis experience supporting financial systems, investment operations platforms, or portfolio accounting systems
 </li>
 <li>
 Experience supporting system implementations, platform integrations, and operational process improvement initiatives within investment management environments
 </li>
 <li>
 Experience with data integration, reconciliation, workflow automation, enterprise data workflows, reporting/data warehouse solutions, and API-enabled platforms
 </li>
 <li>
 Familiarity with alternative investments, portfolio accounting, investment reporting, and/or financial data management processes
 </li>
 <li>
 Experience working within wealth management, asset management, family office, fintech, or related financial services environments
 </li>
 <li>
 Must understand and have experience with project management methodologies, including iterative development, Agile/Scrum, and structured approaches.
 </li>
 <li>
 Must have strong knowledge and experience with MS Project or other project management software (Jira, Confluence, Atlassian Suite, GitHub, Redmine, Version One, Yodiz, SmartSheet, Teams, SharePoint/OneDrive, Box.com, etc.)
 </li>
 <li>
 Experience establishing, documenting and maintaining process information.
 </li>
 <li>
 Experience in financial services and regulated environments is preferred.
 </li>
 <li>
 Gain a good understanding of the organization&rsquo;s business goals and objectives.
 </li>
 <li>
 Excellent communication skills, both written and verbal, including the ability to create and deliver technical presentations to technical and non-technical staff, and communicating with executive and operational management.
 
 
 </li>
 </ul>
 
 Preferred
 
 
 
 <ul>
 <li>
 Experience in financial services, wealth management and regulated environments
 </li>
 <li>
 Experience with Addepar, Canoe Intelligence, or similar investment data, reporting, portfolio management, or operational workflow platforms
 </li>
 <li>
 Familiarity with alternative investment operations, document management, and data ingestion workflows
 
 
 </li>
 </ul>
 
 Certifications
 
 
 
 One or more of the following certifications are preferred:
 
 
 <ul>
 <li>
 PMI Professional in Business Analysis (PMI-PBA)
 </li>
 <li>
 IIBA Certified Business Analysis Professional (CBAP)
 </li>
 <li>
 IIBA Certification of Capability in Business Analysis (CCBA)
 </li>
 <li>
 IIBA Entry Certificate in Business Analysis (ECBA)
 </li>
 <li>
 PMI Project Management Professional (PMP)
 </li>
 <li>
 Certified Scrum Master (CSM)
 </li>
 <li>
 Certified Scrum Professional (CSP)
 </li>
 <li>
 Prince2 Foundational/Practitioner
 
 
 </li>
 </ul>
 
 Education
 
 
 
 <ul>
 <li>
 Bachelor of Science degree in Information Technology, Information Systems, Computer Science, Computer Engineering, or a related field required
 </li>
 <li>
 Master&rsquo;s degree preferred
 
 
 </li>
 </ul>
 
 Personal Attributes
 
 
 
 <ul>
 <li>
 Strong customer service orientation.
 </li>
 <li>
 Proven analytical and problem-solving abilities.
 </li>
 <li>
 Ability to effectively prioritize and execute tasks in a very fluid environment.
 </li>
 <li>
 Adept at reading, writing, and interpreting technical documentation and procedures.
 </li>
 <li>
 Ability to present ideas and solutions in a customer-friendly way.
 </li>
 <li>
 Highly self-motivated and directed.
 </li>
 <li>
 Keen attention to detail.
 </li>
 <li>
 Skilled at working within a team-oriented, collaborative environment.
 </li>
 <li>
 Receptive to feedback, with a personal-growth orientation.
 </li>
 <li>
 Positive attitude.
 
 
 </li>
 </ul>
 MD Salary: 85-$105K. Commensurate with experience and location. 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).
 
 
 
 Benefits
 
 
 
 At Brown Advisory we offer a competitive compensation package, including full benefits.
 
 
 <ul>
 <li>
 Medical
 </li>
 <li>
 Dental
 </li>
 <li>
 Vision
 </li>
 <li>
 Wellness program participation incentive
 </li>
 <li>
 Financial wellness program
 </li>
 <li>
 Fitness event fee reimbursement
 </li>
 <li>
 Gym membership discounts
 </li>
 <li>
 Colleague Assistance Program
 </li>
 <li>
 Telemedicine Program (for those enrolled in Medical)
 </li>
 <li>
 Adoption Benefits
 </li>
 <li>
 Daycare late pick-up fee reimbursement
 </li>
 <li>
 Basic Life &amp; Accidental Death &amp; Dismemberment Insurance
 </li>
 <li>
 Voluntary Life &amp; Accidental Death &amp; Dismemberment Insurance
 </li>
 <li>
 Short Term Disability
 </li>
 <li>
 Paid parental leave
 </li>
 <li>
 Group Long Term Disability
 </li>
 <li>
 Pet Insurance
 </li>
 <li>
 401(k) (50% employer match up to IRS limit, 4 year vesting)
 
 
 </li>
 </ul>
 
 Brown Advisory is an Equal Employment Opportunity Employer.
 
</div>

Technical Business Analyst

<div>Company Overview 
Every firm has a culture &ndash; the values, beliefs, methodology, attitudes and standards that reflect an organization&rsquo;s DNA. But the truly inspiring firms &ndash; the game-changers, the industry leaders and the disruptors &ndash; 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&rsquo;s clients&mdash;including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries&mdash;are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.<div>
Brown Advisory is seeking a professional, proactive, and highly organized Executive Assistant to provide executive support to senior leaders within the Institutional Business. This individual will serve as a trusted partner who anticipates needs, drives efficiency, helps executives operate effectively in a dynamic, fast-paced environment, and routinely handles highly confidential business information with the utmost discretion and professionalism.
The ideal candidate is resourceful, adaptable, and service-oriented, with the ability to manage competing priorities with sound judgment and discretion.
Primary Duties and Responsibilities<ul><li>
Provide comprehensive executive and administrative support to senior Institutional Business leaders, acting as a trusted partner who anticipates needs, prioritizes competing demands, and drives efficient execution.</li><li>
Manage complex calendars, coordinate meetings, and arrange domestic and international travel.</li><li>
Handle correspondence and communications on behalf of executives, serving as a liaison with internal and external stakeholders as needed.</li><li>
Schedule, organize, and prepare materials and technology for meetings; coordinate meeting agendas, capture and distribute meeting notes, action items, and follow-up requests when appropriate, and assist with internal and external events where support is required.</li><li>
Coordinate activities, priorities, and follow-up items on behalf of senior leaders to help ensure effective execution and communication across teams.</li><li>
Compile information and prepare recurring reports, presentations, and materials for executive review.</li><li>
Prepare, edit, and format presentations, reports, board materials, and other executive communications, ensuring accuracy, professionalism, and consistency.</li><li>
Build strong working relationships across the firm and serve as a trusted point of coordination among executives, colleagues, and external stakeholders.</li><li>
Collaborate closely with other Executive Assistants and administrative professionals to ensure seamless support, effective coordination, and consistent execution across leadership teams.</li><li>
Exercise independent judgment in managing priorities, resolving issues, and escalating matters appropriately.</li><li>
Demonstrate curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions.</li><li>
Assist with various other needs of executives, ensuring tasks and special projects are managed efficiently and with discretion.</li><li>
Uphold the highest levels of confidentiality.</li></ul>
Qualifications<ul><li>
Minimum of 7&ndash;10 years of experience as an Executive Assistant supporting senior executives and managing complex priorities in a fast-paced, professional services, financial services, or similarly dynamic environment.</li><li>
Bachelor&rsquo;s degree preferred.</li><li>
Strong Microsoft Office skills, including Outlook, Word, Excel, PowerPoint, and Teams, with the ability to quickly learn new systems and technologies.</li><li>
Superior written and oral communication skills.</li><li>
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities with accuracy and professionalism.</li><li>
Experience proofreading, copy editing, and preparing professionally formatted materials preferred.</li><li>
Demonstrated ability to manage shifting demands while maintaining professionalism and composure.</li><li>
Demonstrates curiosity, adaptability, and openness to learning new technologies and ways of working.</li><li>
Demonstrated ability to build strong relationships and work effectively with senior leaders, colleagues, and external stakeholders.</li><li>
Illustrates tact, discretion, and good judgment in handling sensitive and confidential information.</li><li>
Strong problem-solving skills with a proactive, collaborative, and solutions-oriented approach.</li></ul>
Work Arrangement
This position is based in our Baltimore office and requires in-office presence five days per week, with flexibility to work remotely on an ad hoc basis subject to business needs. Occasional flexibility may be needed to support early morning, evening, or travel-related business needs.</div>
Salary: $70-85k. Commensurate with experience and location. 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).
Benefits<div> 
At Brown Advisory we offer a competitive compensation package, including full benefits. 
<ul><li>Medical</li><li>Dental</li><li>Vision</li><li>Wellness program participation incentive</li><li>Financial wellness program</li><li>Fitness event fee reimbursement</li><li>Gym membership discounts</li><li>Colleague Assistance Program</li><li>Telemedicine Program (for those enrolled in Medical)</li><li>Adoption Benefits</li><li>Daycare late pick-up fee reimbursement</li><li>Basic Life &amp; Accidental Death &amp; Dismemberment Insurance</li><li>Voluntary Life &amp; Accidental Death &amp; Dismemberment Insurance</li><li>Short Term Disability</li><li>Paid parental leave</li><li>Group Long Term Disability</li><li>Pet Insurance</li><li>401(k) (50% employer match up to IRS limit, 4 year vesting)</li></ul></div>
Brown Advisory is an Equal Employment Opportunity Employer.</div>

Executive Assistant

<div>Company Overview 
Every firm has a culture &ndash; the values, beliefs, methodology, attitudes and standards that reflect an organization&rsquo;s DNA. But the truly inspiring firms &ndash; the game-changers, the industry leaders and the disruptors &ndash; 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&rsquo;s clients&mdash;including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries&mdash;are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Brown Advisory is currently seeking a proactive and professional individual to fill our Investment Operations Analyst position. The primary responsibility of this position will be to provide operational support to the Investment team through client transactions, technology expertise and data administration. A successful candidate will be a proven self-starter who brings strong accountability, knowledge and detail-orientation to the organization.
The primary duties and responsibilities include but are not limited to:<ul><li>
Work closely with the Investment team and internal teams to provide superior service and support to our clients</li><li>
Daily review of completed transactions report and cross reference of all expected transactions (capital activity, client cash requests, etc.) to verify completion and detect anomalies</li><li>
Daily triage of the &ldquo;statement inboxes&rdquo; to identify actionable communications from fund managers and task appropriate team members</li><li>
Daily review of cash availability for upcoming money movement transactions</li><li>
Maintain portal access for investments, facilitate delivery of related documents to interested parties as needed, and support the team&rsquo;s workflows maintaining capital activity and valuations across required platforms</li><li>
Provide coverage for other team members as needed</li><li>
Contribute to ad hoc client-related and team projects as needed</li></ul>
Desired Qualifications<ul><li>
0-2 years of relevant experience</li><li>
A bachelor&rsquo;s degree with a record of academic achievement</li><li>
Mastery of the Microsoft Office Suite, especially Excel</li><li>
Computer savvy and the ability to easily embrace and master new technology solutions</li><li>
Intellectual curiosity, critical thinking skills, and an analytical approach to solving problems</li><li>
Extraordinary attention to detail</li><li>
Ability to take direction and work independently to complete tasks</li><li>
Flexibility to take on new responsibilities in a rapidly growing business</li><li>
Keen judgement and the ability to handle confidential information with discretion</li><li>
Ability to work in Washington office location</li></ul>
DC Salary: $66-80k. Commensurate with experience and location. 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).
Benefits<div> 
At Brown Advisory we offer a competitive compensation package, including full benefits. 
<ul><li>Medical</li><li>Dental</li><li>Vision</li><li>Wellness program participation incentive</li><li>Financial wellness program</li><li>Fitness event fee reimbursement</li><li>Gym membership discounts</li><li>Colleague Assistance Program</li><li>Telemedicine Program (for those enrolled in Medical)</li><li>Adoption Benefits</li><li>Daycare late pick-up fee reimbursement</li><li>Basic Life &amp; Accidental Death &amp; Dismemberment Insurance</li><li>Voluntary Life &amp; Accidental Death &amp; Dismemberment Insurance</li><li>Short Term Disability</li><li>Paid parental leave</li><li>Group Long Term Disability</li><li>Pet Insurance</li><li>401(k) (50% employer match up to IRS limit, 4 year vesting)</li></ul></div>
Brown Advisory is an Equal Employment Opportunity Employer.</div>

Investment Operations Analyst

<div>Company Overview 
Every firm has a culture &ndash; the values, beliefs, methodology, attitudes and standards that reflect an organization&rsquo;s DNA. But the truly inspiring firms &ndash; the game-changers, the industry leaders and the disruptors &ndash; 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&rsquo;s clients&mdash;including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries&mdash;are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Job Description
Brown Advisory is currently seeking a Technology Project Manager to join our Technology Project Delivery team and drive critical projects that are currently underway, or on our immediate project roadmap. This individual will be tasked with bringing project management discipline and focus to our environment, while also supporting a culture of agility, entrepreneurship and innovation. In addition to directly managing technology projects, this individual will assist in broader project portfolio management activities. This will include implementing new tools and capabilities for project portfolio status reporting, project dashboards, project registration, and requirements definition. This individual should also have familiarity with financial portfolio management/accounting systems including Addepar.
Duties and Responsibilities<ul><li>
Execution of day-to-day project management activities on key initiatives.</li><li>
Establishing project governance according to project methodologies.</li><li>
Managing project dimensions of resources, budgets, timelines, scope, and quality.</li><li>
Building and maintaining detailed project plans according to standards.</li><li>
Clearing obstacles, following up on tasks, holding project team members accountable, and escalating issues, as required.</li><li>
Managing risks/issues/impediments lists and proactively resolve issues.</li><li>
Oversight of schedules, milestones, and deliverables.</li><li>
Establishing stand-up, routine meeting, and Steering Committee cadences.</li><li>
Driving broad stakeholder engagement and communications.</li><li>
Assistance with oversight of 3rd party suppliers that are engaged on projects.</li><li>
Consultation with other team members regarding project management standards and activities.</li><li>
Driving business process analysis and requirements gathering with business unit subject-matter-experts and product owners</li><li>
Translating requirements into actionable development/enhancement/user story increments</li></ul>
Job Requirements<ul><li>
4+ years&rsquo; experience as a project manager, supporting both application development and infrastructure initiatives.</li><li>
Strong project management experience implementing and supporting financial systems, investment operations platforms, or portfolio accounting systems</li><li>
Experience leading system implementations, platform integrations, and operational process improvement initiatives within investment management environments</li><li>
Experience with data integration, reconciliation, workflow automation, enterprise data workflows, reporting/data warehouse solutions, and API-enabled platforms</li><li>
Familiarity with alternative investments, portfolio accounting, investment reporting, and/or financial data management processes</li><li>
Experience working within wealth management, asset management, family office, fintech, or related financial services environments Thorough understanding of, and experience implementing, various project management methodologies, including iterative development, Agile/Scrum, and structured approaches.</li><li>
A strong knowledge and demonstrated skilled use of various project, workspace, and collaboration tools, including: MS Project, Jira, Confluence, GitHub, Agile Studio, Asana, SharePoint/OneDrive, Box.com</li><li>
Experience establishing, documenting and maintaining process information.</li><li>
Excellent communication skills, both written and verbal, including the ability to create and deliver technical presentations to technical and non-technical staff, and communicating with executive and operational management.</li><li>
Gain a good understanding of the organization&rsquo;s business goals and objectives.</li></ul>
Preferred<ul><li>
Experience in financial services, wealth management and regulated environments</li><li>
Experience with Addepar, Canoe Intelligence, or similar investment data, reporting, portfolio management, or operational workflow platforms</li><li>
Familiarity with alternative investment operations, document management, and data ingestion workflows</li></ul>
Certifications
One or more of the following certifications are preferred:<ul><li>
Project Management Professional (PMP)</li><li>
Prince II</li><li>
Agile Certified Practitioner (ACP)</li><li>
Certified Scrum Professional (CSP), Certified Scrum Master (CSM)</li></ul>
Education<ul><li>
Bachelor's Degree in Computer Science, Engineering, Information Technology/Systems or similar field</li><li>
Master&rsquo;s degree preferred</li></ul>
Personal Attributes<ul><li>
Highly self-motivated and self-directed.</li><li>
Strong customer- and client-service orientation.</li><li>
Proven analytical and problem-solving abilities.</li><li>
Flexibility to reprioritize and execute tasks in a changing environment.</li><li>
Adept at reading, writing, and interpreting technical documentation and procedures.</li><li>
Ability to present ideas and solutions in a collegial and collaborative way.</li><li>
Keen attention to detail.</li><li>
Skilled at working within a team-oriented, collaborative environment.</li><li>
Drives stakeholders to consensus.</li></ul>
MD Salary: $130,000-$160,000. Commensurate with experience and location. 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).
Benefits<div> 
At Brown Advisory we offer a competitive compensation package, including full benefits. 
<ul><li>Medical</li><li>Dental</li><li>Vision</li><li>Wellness program participation incentive</li><li>Financial wellness program</li><li>Fitness event fee reimbursement</li><li>Gym membership discounts</li><li>Colleague Assistance Program</li><li>Telemedicine Program (for those enrolled in Medical)</li><li>Adoption Benefits</li><li>Daycare late pick-up fee reimbursement</li><li>Basic Life &amp; Accidental Death &amp; Dismemberment Insurance</li><li>Voluntary Life &amp; Accidental Death &amp; Dismemberment Insurance</li><li>Short Term Disability</li><li>Paid parental leave</li><li>Group Long Term Disability</li><li>Pet Insurance</li><li>401(k) (50% employer match up to IRS limit, 4 year vesting)</li></ul></div>
Brown Advisory is an Equal Employment Opportunity Employer.</div>

Technology Project Manager

Join Brown Advisory and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Brown Advisory

About Company

Technical Business Analyst

Executive Assistant

Investment Operations Analyst

Technology Project Manager