Successful candidates enjoy solving complex engineering and data integration challenges, contributing directly to implementation, and partnering with cross-functional teams to deliver reliable, scalable production solutions that enable Brown Advisory's Wealth and Asset Management business. This role is expected to contribute directly to the design, development, testing, deployment, and operational support of production integrations and data solutions.
The primary duties and responsibilities include but are not limited to:
Serve as a senior technical and analytical resource for Brown Advisory’s Addepar data ecosystem.
Support, enhance, and scale Addepar workflows across portfolio management, client reporting, investment operations, performance analytics, and advisory processes.
Analyze, troubleshoot, and resolve complex data issues involving accounts, entities, ownership structures, portfolios, holdings, transactions, securities, classifications, attributes, benchmarks, performance, and reporting outputs.
Build, maintain, and improve data pipelines between Addepar and enterprise platforms, including Snowflake, reporting tools, client platforms, portfolio systems, accounting systems, Canoe, and other vendor applications.
Use Addepar APIs, extracts, imports, and platform tools to enable data integration, automation, enrichment, validation, and downstream consumption.
Develop SQL queries, reconciliation logic, exception reports, data profiling routines, and automated data quality controls.
Partner with business and technology stakeholders to translate portfolio management, client reporting, operations, and analytics needs into data requirements, technical specifications, and scalable delivery solutions.
Support ingestion, transformation, normalization, and validation of portfolio, client, account, security, transaction, performance, benchmark, alternative investment, and reference data.
Contribute to Snowflake-centered data architecture by supporting secure data ingestion, modeling, quality checks, consumption-layer design, and integration with analytics and reporting platforms.
Collaborate with investment operations and reporting teams to validate performance, exposure, allocation, classification, and client reporting data.
Support production data operations, including data-feed monitoring, exception management, issue triage, root-cause analysis, release validation, vendor escalation, and post-incident remediation. Identify opportunities to automate manual workflows, reduce recurring data exceptions, improve data quality, and strengthen operational controls.
Maintain clear documentation for data flows, mappings, business rules, reconciliation procedures, platform processes, and production support runbooks.
Participate in platform enhancements, regression testing, user acceptance testing, release planning, and change-management activities.
Ensure Addepar-related data processes align with Brown Advisory’s standards for security, privacy, auditability, operational resilience, and financial services regulatory expectations.
Partner with architects, engineers, platform owners, business analysts, vendors, and data governance stakeholders to continuously improve the reliability, scalability, and usability of the Addepar data environment.
Required Qualifications
Bachelor’s degree in Information Systems, Information Technology, Computer Science, Finance, Accounting, Business Analytics, Data Analytics, or a related field.
5+ years of hands-on experience in wealth management, asset management, family office, investment advisory, or financial services environment.
5+ years of experience in integration engineering, data analysis, investment operations technology, financial systems support, platform analytics, or enterprise data operations.
Experience designing, developing, and supporting system-to-system integrations using Snowflake, Python, dbt, APIs, ETL/ELT tools, orchestration platforms, file-based integrations, and automation frameworks.
Intermediate to advanced SQL skills, including joins, aggregations, data profiling, exception identification, reconciliation, and large-dataset analysis.
Experience diagnosing and resolving data quality issues across portfolio, account, transaction, position, security master, performance, and reporting datasets.
Strong understanding of wealth or asset management workflows, including portfolio management, investment operations, client reporting, performance reporting, alternative investments, and financial reporting.
Experience translating business requirements into data requirements, technical specifications, data mappings, validation rules, and operating procedures.
Strong analytical, problem-solving, communication, documentation, and stakeholder-management skills.
Ability to operate effectively in a fast-paced environment with multiple priorities, production deadlines, and high expectations for accuracy, reliability, and responsiveness.
Ability to work in a Brown Advisory’s office three days per week. Baltimore location strongly preferred.
Desired Qualifications
Experience implementing or integrating the Addepar platform, including APIs, data model, platform configuration, imports/exports, and downstream integrations.
Experience integrating Addepar with Snowflake, enterprise data warehouses, BI/reporting tools, CRM platforms, client portals, portfolio accounting systems, or other investment operations platforms.
Experience with Canoe or similar alternative investment document automation and data extraction.
Knowledge of portfolio accounting, investment book of record concepts, performance measurement, client reporting, asset classification, account hierarchy, and investment data governance.
Experience developing dashboards, exception reports, reconciliation tools, operational metrics, or analytics datasets to support investment operations and business users.
Familiarity with financial services controls, including audit, data lineage, access controls, SOX, AML/KYC, SEC/FINRA, and operational risk requirements.
Experience with Agile delivery, SDLC processes, production support, incident management, root-cause analysis, release validation, and change-management procedures.
Technical Competencies
Addepar data model, platform configuration, reporting views, data imports, exports, integrations, and APIs
Portfolio, account, entity, ownership, holding, transaction, security master, classification, benchmark, performance, and reporting data
SQL, data profiling, data reconciliation, data validation, and exception management
Snowflake and modern enterprise data platform concepts
API-based integrations, file-based integrations, ETL/ELT workflows, and data pipeline support
Wealth and asset management workflows
Portfolio analytics, client reporting, performance reporting, investment operations, and financial reporting
Alternative investment data workflows, including Canoe or comparable platforms
Data governance, data quality, lineage, access controls, auditability, and operational resilience
Production support, incident triage, root-cause analysis, vendor escalation, release validation, and runbook documentation
Agile delivery, requirements analysis, user acceptance testing, change management, and technical documentation
Communication with investment, operations, reporting, compliance, data, technology, and vendor stakeholders
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).
MD Salary: $132.5K–$172.5K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility.
MA Salary: $145.75K–$189.75K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility.
DC Salary: $145.75K–$189.75K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility.
NY Salary: $159K–$207K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility.
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.
