Portfolio Manager, Investment Solutions Group

Brown Advisory Incorporated

New York (NY)

On-site

USD 200,000 - 250,000

Full time

14 days+

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Benefits offered by this job

Medical

Dental

Vision

Wellness program participation incentive

Financial wellness program

Fitness event fee reimbursement

Gym membership discounts

Colleague Assistance Program

Telemedicine Program

Adoption Benefits

Daycare late pick-up fee reimbursement

Basic Life & Accidental Death Insurance

Voluntary Life & Accidental Death Insurance

Short Term Disability

Paid parental leave

Group Long Term Disability

Pet Insurance

401(k) with employer match

Job summary

Brown Advisory Incorporated’s New York Office is looking for a Portfolio Manager to manage portfolio activities for sophisticated family office and endowment clients. This role involves significant interaction with the Chief Investment Officer and requires strong analytical skills and at least 10 years of relevant experience.

The ideal candidate will have experience in manager research, the ability to multi-task, and a passion for financial markets. They will oversee client relationships, analyze complex financial information, and support the portfolio construction process.

Salary ranges from $200k to $250k, excluding bonuses, with comprehensive benefits including health, wellness, and a 401(k) plan.

Qualifications

Minimum of 10+ years of relevant experience preferred.
Manager research and selection experience preferred.
Ability to multi-task, establish priorities, and work both independently and in a team environment.
Must handle confidential material with discretion.

Responsibilities

Manage portfolio activities for family office and endowment clients.
Analyze financial information and provide insights.
Work with CIO and Head of Investment Solutions on portfolio construction.
Lead management of client relationships, including trading and reporting.

Skills

Quantitative skills

Analytical skills

Interpersonal skills

Strong written communication

Strong verbal communication

Job description

Position Overview

Brown Advisory’s New York Office is seeking a proactive and professional individual to serve as a Portfolio Manager as part of our Investment Solutions Team. This individual will report directly to our Chief Investment Officer for our Private Client Business. Due to the complex nature of clients’ investment objectives and related service needs, 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.

Responsibilities

Participate in portfolio management activities for large, sophisticated family office and endowment clients; 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. Become deeply versed in the client’s portfolio investments including hedge funds and private equity and provide research insights to clients as needed. Analyze complex financial information and ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems). Work directly with the CIO and Head of Investment Solutions to support portfolio construction process, including designing search mandates, recommending optimal manager weightings, evaluating risk exposures, etc. Oversee development of materials for clients and other investment review committees as necessary for managers/strategies in assigned coverage area. Perform detailed analyses of both existing and prospective client investment portfolios and create client‑specific materials and reports. Lead the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, ISG Research Team, and Messaging. Establish strong working relationships with team members in the New York office and throughout the organization.

Requirements

Strong quantitative, analytical, and interpersonal skills.
A minimum of 10+ years of relevant experience preferred.
Manager research and selection experience preferred.
Ability to multi‑task, establish priorities, and work both independently and within a small team environment.
Ability to handle confidential material with utmost discretion.
A passion for financial markets.
Strong written and verbal communication.
Ability to work in the 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.

Salary

Salary: $200‑250k. Commensurate with experience and location. Does not include bonus or long‑term incentive eligibility, which are applicable for this role.

Benefits