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Brown Advisory · 2 days ago

Associate Portfolio Manager, Investment Solutions Group

New York, NY

Full-time

Onsite

Mid Level

$140K/yr - $165K/yr

4+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Associate Portfolio Manager will participate in portfolio management activities for sophisticated clients, analyze complex financial information, and support the portfolio construction process.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

Participate in portfolio management activities for large, sophisticated family office and endowment clients; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate

Become deeply versed in the client's portfolio investments including hedge funds and private equity and provide research insights to clients as needed

Analyze complex financial information and ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)

Work directly with the CIO and Head of Investment Solutions to support portfolio construction process, including designing search mandates, recommending optimal manager weightings, evaluating risk exposures, etc

Oversee development of materials for clients and other investment review committees as necessary for managers/strategies in assigned coverage area

Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports

Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, ISG Research Team, and Messaging

Attend all ISG manager research and asset allocation meetings and develop a strong knowledge of our investment process and platform

Perform ad-hoc analysis on both investment managers and asset allocation topics

Establish strong working relationships with team members in the New York office and throughout the organization

Qualification

Quantitative analysisInvestment strategiesPortfolio managementCFA designationMicrosoft Office SuiteBloombergFactSetCharles RiverAPXMulti-taskingInterpersonal skillsWritten communicationVerbal communicationTeamworkAttention to detailConfidentiality

Required

Strong quantitative, analytical, and interpersonal skills

A minimum of 4+ years of experience within the finance industry preferred

MBA or progress towards CFA designation is desired

Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Charles River, APX is a plus

Ability to multi-task, to establish priorities, and to work both independently and within a small team environment

Ability to handle confidential material with utmost discretion

A passion for financial markets

Strong written and verbal communication

Ability to work in our New York office five days a week

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)