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Brown Advisory · 2 days ago

Portfolio Manager

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$175K/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. The Portfolio Manager will help families and endowments achieve their financial objectives through in-depth portfolio analysis and custom strategy design, while leading client relationships and collaborating with the broader team.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

Managing portfolios for private clients, families, and multi-asset institutions, including investment research, balanced portfolio management, asset allocation, and alternative investment strategies

Overseeing client relationships in partnership with strategic advisory and client service teams, often serving as the primary relationship manager

Contributing to the development of new ideas and participating in the planning and execution of business development strategies with senior management and team members

Identifying opportunities with existing clients to provide additional services and manage additional assets

Qualification

CFAMBAPortfolio ManagementQuantitative AnalysisClient Relationship ManagementDiscretionPassion for Financial MarketsTeamworkCommunication SkillsSelf-Starter

Required

Strong quantitative, analytical, and interpersonal skills

10+ years of relevant experience preferred

CFA and/or MBA strongly preferred

Appreciation for the value of teamwork

Ability to prioritize, multi-task, and thrive independently as well as in a close-knit team environment

Discretion and professionalism in handling confidential information

Genuine passion for financial markets

Experience as an investor who is creative, innovative, and familiar with a broad range of investment strategies and client management disciplines

Highly motivated self-starter, capable of managing long-term relationships and initiating new client relationships

Excellent written and verbal communication skills

Ability to work on-site at our 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)