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Brown Advisory · 2 months ago

Associate Portfolio Manager

Washington D.C.

Full-time

Onsite

Mid, Senior Level

$115K/yr - $140K/yr

5+ 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 manage client portfolios, develop investment strategies, and maintain client relationships while ensuring detailed analyses and reporting on investment portfolios.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

Participate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios; 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

Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)

Develop and implement investment strategies for clients in coordination with the Portfolio Management team and Investment Solutions Group

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, Strategic Advisors, Account Administrators, and Messaging

Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members

Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients

Proactively participates in firm initiatives directed by local management

Qualification

Investment strategiesQuantitative analysisClient communicationCFA designationMicrosoft Office SuiteBloombergFactSetCharles RiverAPXMulti-taskingDiscretionPassion for financial marketsInterpersonal skillsOrganizational skillsAttention to detailTeam collaboration

Required

A minimum of 5 years' experience within the finance industry; 5 – 7 years' experience preferred

Strong quantitative, analytical, and interpersonal skills

Ability to effectively communicate with clients

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

Ability to work in Washington 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)