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Brown Advisory · 1 day ago

Portfolio Manager, Investment Solutions Group

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$200K/yr - $250K/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 a Portfolio Manager for their New York Office to manage complex investment portfolios for family office and endowment clients, requiring a deep understanding of various investment strategies and strong analytical skills.

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

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

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

Qualification

Portfolio managementInvestment analysisManager researchQuantitative skillsAnalytical skillsInterpersonal skillsCommunication skillsTeamworkAttention to detailConfidentiality

Required

Strong quantitative, analytical, and interpersonal skills

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 the New York office location

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)