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 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
Execution of day-to-day project management activities on key initiatives.
Establishing project governance according to project methodologies.
Managing project dimensions of resources, budgets, timelines, scope, and quality.
Building and maintaining detailed project plans according to standards.
Clearing obstacles, following up on tasks, holding project team members accountable, and escalating issues, as required.
Managing risks/issues/impediments lists and proactively resolve issues.
Oversight of schedules, milestones, and deliverables.
Establishing stand-up, routine meeting, and Steering Committee cadences.
Driving broad stakeholder engagement and communications.
Assistance with oversight of 3rd party suppliers that are engaged on projects.
Consultation with other team members regarding project management standards and activities.
Driving business process analysis and requirements gathering with business unit subject-matter-experts and product owners
Translating requirements into actionable development/enhancement/user story increments
Job Requirements
4+ years’ experience as a project manager, supporting both application development and infrastructure initiatives.
Strong project management experience implementing and supporting financial systems, investment operations platforms, or portfolio accounting systems
Experience leading system implementations, platform integrations, and operational process improvement initiatives within investment management environments
Experience with data integration, reconciliation, workflow automation, enterprise data workflows, reporting/data warehouse solutions, and API-enabled platforms
Familiarity with alternative investments, portfolio accounting, investment reporting, and/or financial data management processes
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.
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
Experience establishing, documenting and maintaining process information.
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.
Gain a good understanding of the organization’s business goals and objectives.
Preferred
Experience in financial services, wealth management and regulated environments
Experience with Addepar, Canoe Intelligence, or similar investment data, reporting, portfolio management, or operational workflow platforms
Familiarity with alternative investment operations, document management, and data ingestion workflows
Certifications
One or more of the following certifications are preferred:
Project Management Professional (PMP)
Prince II
Agile Certified Practitioner (ACP)
Certified Scrum Professional (CSP), Certified Scrum Master (CSM)
Education
Bachelor's Degree in Computer Science, Engineering, Information Technology/Systems or similar field
Master’s degree preferred
Personal Attributes
Highly self-motivated and self-directed.
Strong customer- and client-service orientation.
Proven analytical and problem-solving abilities.
Flexibility to reprioritize and execute tasks in a changing environment.
Adept at reading, writing, and interpreting technical documentation and procedures.
Ability to present ideas and solutions in a collegial and collaborative way.
Keen attention to detail.
Skilled at working within a team-oriented, collaborative environment.
Drives stakeholders to consensus.
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
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.