Private Client Portfolio Management Summer Analyst

Company Overview

At Brown Advisory, we aim to be an inspired firm, built upon a client-first culture. We are an independent investment management and strategic advisory firm committed to delivering first-class performance, strategic advice, and the highest level of client service.

Our 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.

Program Overview

Brown Advisory is seeking motivated, team-oriented students to join our 8-week, on-site Summer Analyst Programme in our London office, running from June 14th through August 6th, 2027.

This immersive programme is designed to build your analytical, strategic, and communication skills through global orientation, dedicated training, and meaningful project work. You will gain exposure to diverse teams, including Equity Research, Private Client, Sustainability, Fixed Income, Institutional Sales, Compliance, and Legal.

By collaborating across the firm, you will develop a holistic understanding of investment management and how long-term value is delivered to clients. Opportunities include engaging with senior management, attending and presenting in meetings, and building relationships through networking and social events.

The programme offers a competitive salary, plus additional compensation for travel expenses to and from the London office.

Application deadline: October 9th, 2026.

Job Description / Responsibilities

• Participate in portfolio management activities across various client portfolios, tailored to customize investment objectives and parameters.
• Perform analysis of existing and prospective client investment portfolios and assist in creating client-specific materials and reports.
• Conduct research and due diligence on external managers and new investment strategies.
• Prepare investment analysis, research notes, and presentation materials to support investment decision-making.
• Present research findings or investment recommendations to members of the Portfolio Management team.
• Undertake an individual project, culminating in a presentation to the investment team or the wider London office.
• Attend investment manager due diligence and Investment Committee meetings.
• Assist in preparing for client portfolio review meetings.
• Help monitor global markets and client investments.

Applicant Requirements

• Currently studying for a bachelor’s degree, in your penultimate year, or a master’s degree.
• Excellent written and verbal communication skills.
• Strong analytical, research, and quantitative skills.
• A genuine passion for client service and investments.
• Intellectual curiosity, initiative, and a willingness to ask thoughtful questions.
• Ability to multi-task, establish priorities, and work effectively both independently and within a small team environment.
• Ability to handle confidential material with utmost discretion.
• Knowledge of Microsoft Office (Excel, Word, PowerPoint); experience with Bloomberg, FactSet, or other market data systems is a plus.

Brown Advisory is an Equal Employment Opportunity Employer.