Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 63 days ago

Senior Transaction Management Analyst

Brown Advisory23 open roles

Pay
$75,000 – $85,000 a year
Where
Baltimore, MD
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSenior Transaction Management AnalystBrown Advisory · Baltimore, MD

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Brown Advisory's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Brown Advisory postings stay open a median of 39 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: posted 63 days ago

Brown Advisory median: 39 days open

The posting

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

The Transaction Management Team is primarily responsible for the evaluation, execution and oversight of all aspects of the reconciliation process between Brown Advisory and its custodian banks. The team works closely with other operational groups to ensure the firm’s books and records are accurately reconciled for daily trading and reporting needs. The role also includes handling both voluntary and mandatory corporate actions, including researching event details, interpreting terms, and accurately setting up and processing events within the firm’s platform

A successful candidate will be a proven self-starter with an owner/operator mentality who must bring strong accountability, knowledge and detail-orientation to the organization. Ideal candidates demonstrate the ability to independently identify risk areas and streamline processes through improved controls and innovation.

The primary duties and responsibilities include but are not limited to:

  • Research, evaluate, and process mandatory corporate actions daily
  • Manage the full lifecycle of voluntary corporate actions, including event research, election review, and post-event validation
  • Ensure the firm’s portfolio accounting system is accurately updated daily with trading activity, corporate actions, and cash movements to support portfolio management, trading, and performance reporting
  • Oversee reconciliation operations performed by BPO vendor, ensuring accurate and timely resolution of escalations and effective management of downstream impact
  • Proactively identify and execute process improvements that drive efficiency and risk reduction that create value for internal and external stakeholders
  • Analyze key workflows to identify opportunities to reduce manual effort through automation, AI-driven solutions, and process optimization
  • Contribute to firm-wide and departmental initiatives that enhance processes, systems, and overall operational effectiveness
  • Understand the impact of income transactions, corporate actions, and other events on investment vehicles, including their downstream effects on trading and performance reporting
  • Leverage Excel tools, including lookup functions and pivot tables, to compare large datasets, identify reconciliation breaks, and drive timely resolution

Required Qualifications:

  • Bachelor’s Degree or 6 years equivalent work experience
  • 2+ years of demonstrated success in financial or business operations field
  • Demonstrate general market knowledge about stocks, bonds, options, derivatives, etc.
  • Strong decision making, problem solving, and communication skills, both written and oral
  • Self-motivated and proactive team player with the ability to work well under pressure
  • Highly organized and detail oriented
  • Ability to work independently and on several assignments simultaneously
  • Proficiency with MS Office applications – Word, Excel, and Outlook

Desired Skills & Experience:

  • Bachelor’s degree preferably in Finance, Accounting or Economics
  • General market knowledge on impact of corporate actions, dividend payments, interest payments and adjustments to cost basis
  • General knowledge on security characteristics and market dynamics, and how these factors impact reconciliation
  • Experience leveraging AI tools to enhance workflows, including automation, data analysis, and improving efficiency in operational processes
  • Experience with SS&C Advent’s APX accounting platform
  • Experience with FIS XSPrisa for corporate actions
  • Experience with Bloomberg Terminal
  • Familiarity with IRS cost basis requirements

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: $75 - 85k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Brown Advisory's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Brown Advisory's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Brown Advisory's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.