Senior Portfolio Manager, Private Client Investments

Brown Advisory Incorporated; New York (NY); Presencial; USD 200.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Quantitative skills

Analytical skills

Interpersonal skills

Strong written communication

Strong verbal communication

Descripción del empleo

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.