Associate Portfolio Manager

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

Benefits offered by this job

Medical

Dental

Vision

Wellness program participation

401(k) employer match up to IRS limit

Gym membership discounts

Telemedicine program

Adoption benefits

Daycare late pick-up fee reimbursement

Job summary

Brown Advisory’s Boston office is seeking an Associate Portfolio Manager to support a wide range of client portfolios, including Individuals, Families, Trusts, and Institutions. The role emphasizes sophisticated investment strategies, attention to detail, and flexible thinking to meet diverse objectives.

The candidate will collaborate with the Portfolio Management team and Investment Solutions Group, perform portfolio analyses, and prepare client-specific materials while nurturing client

Qualifications

• A minimum of 3-5 years’ experience within the finance industry; 5–7 years’ experience preferred.
• 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, establish priorities, and to work both independently and within a small team environment.

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.
• 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.

Skills

Quantitative skills

Analytical skills

Interpersonal skills

Education

MBA or CFA path

Tools

Microsoft Office Suite

Bloomberg

FactSet

Charles River

APX

Job description

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.

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.

The primary duties and responsibilities include but are not limited to:

• 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 At Brown Advisory we offer a competitive compensation package, including full 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.