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Brown Advisory · 1 day ago

OCIO Portfolio Manager

Richmond, VA

Full-time

Onsite

Senior Level, Lead/Staff

$200K/yr - $225K/yr

10+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. They are seeking an experienced Portfolio Manager to manage multi-asset class portfolios, advise clients, and drive OCIO investment strategy, while fostering trusted relationships with stakeholders.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

Lead the design, construction, and ongoing management of customized multi-asset portfolios

Oversee asset allocation, risk management, and rebalancing strategies

Conduct manager selection and due diligence across traditional and alternative asset classes

Contribute to the firm’s overall investment philosophy, research agenda, and capital market views

Serve as the lead investment advisor for a set of institutional clients

Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations

Present investment strategy, performance, and market insights to investment committees and boards

Build long-term, consultative relationships, ensuring alignment with each client’s objectives, risk tolerance, and governance structure

Partner with client service and operations teams to ensure seamless delivery of investment solutions

Mentor and develop junior investment professionals

Collaborate with business development to support new client growth and retention

Uphold fiduciary standards, regulatory compliance, and best practices in portfolio management

Qualification

Investment experienceCFAMBAPortfolio managementClient managementInnovationMentoringTeam playerIntegrityCreativity

Required

Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred

CFA and/or MBA required

Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines

Is self-motivated, a team player and has experience mentoring junior team members

Must be dedicated to the 'client first' principles of the firm and must possess uncompromising personal integrity

Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location; Preference on Boston and Charlottesville locations

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)