Associate Portfolio Manager: Client-Focused Investing

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

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