Associate Portfolio Manager

Brown Advisory Incorporated; Boston (MA); On-site; USD 115,000 - 140,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program

Financial wellness program

Gym membership discounts

401(k) with employer match

Job summary

Brown Advisory’s Boston office is seeking an Associate Portfolio Manager to support and enhance portfolio management across a diverse client base, including individuals, families, trusts, and institutions.

The role requires strong quantitative and analytical skills, client communication, and the ability to work closely with the Portfolio Management team. MBA or CFA in progress is preferred, and familiarity with Bloomberg, FactSet, and other institutional tools adds value.

Qualifications

• 3–5 years of experience in finance; 5–7 years preferred.
• MBA or progress toward CFA designation is desired.
• Ability to communicate effectively with clients.
• Proficiency with Bloomberg, FactSet, Charles River, and APX is a plus.

Responsibilities

• Participate in portfolio management for a range of client portfolios including individuals, families, trusts and institutions.
• Analyze liquidity, equity, fixed income, and opportunistic investments as appropriate.
• Provide information to portfolio managers to support daily decisions and reporting.
• Develop and implement investment strategies with the Portfolio Management team and Investment Solutions Group.
• Prepare client-specific materials and reports detailing portfolios and performance.

Skills

Quantitative analysis

Analytical skills

Interpersonal skills

Client communication

Education

MBA or CFA progress toward designation

Tools

Bloomberg

FactSet

Charles River

APX

Job description

Company Overview

Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out.At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client‑first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first‑class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Job Summary

Brown Advisory’s Boston office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of clients’ investment objectives and related service needs, Associate Portfolio Managers must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies.

Primary Duties and 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.
• Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI‑enabled productivity solutions.

Qualifications

• A minimum of 3 - 5 years’ experience within the finance industry;
• 5 – 7 years’ experience preferred;
• Strong quantitative, analytical, and interpersonal skills;
• MBA or progress towards CFA designation is desired;
• 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 Boston 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).

MA Salary: $115-140k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick‑up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first‑class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.