Senior Business Analyst, Private Client Endowments and Foundations

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.

Job Summary

The Senior Business Analyst – Private Client, Endowments and Foundations Business is a strategic and execution-focused role within Brown Advisory. The role supports the development and delivery of short- and long-term business priorities, helping leadership translate strategic objectives into clear plans, decisions, and actions.

Sitting at the intersection of strategy, execution, and cross-functional coordination, the role provides structure and momentum across a broad portfolio of initiatives, particularly where work spans multiple teams, offices, or leadership forums. The role helps ensure that important priorities are clearly framed, decision-ready, well-governed, and effectively executed.

The Senior Business Analyst acts as a trusted partner to senior leadership across the business, helping to connect the dots across functions, client segments, and offices, strengthen leadership capacity, and improve the quality and timeliness of strategic decision-making.

Responsibilities

Strategic planning and business support

• Work closely with the Head and COO of the Private Client, Endowments and Foundations Business to support strategic planning, business priorities, and leadership initiatives.
• Support annual and long-term planning activities, including business reviews, growth priorities, and strategic decision-making.
• Conduct business analysis, research, and modelling to support leadership recommendations and strategic initiatives.
• Help leadership assess opportunities, risks, dependencies, and business considerations across key priorities and initiatives.
• Support business and office leadership on annual and multi-year planning, including tactical plans and long-range business priorities.

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 acr