Brown Advisory

Private Client Associate Portfolio Manager

SAN FRANCISCO, CAPosted 30+ days ago

Job summary

  • Job post source

    This job is directly from Brown Advisory

  • Job overview

    The Private Client Associate Portfolio Manager at Brown Advisory supports portfolio managers by managing diverse investment portfolios and client relationships to deliver customized investment strategies and high client service.

  • Responsibilities and impact

    The role involves participating in portfolio management for individual and institutional clients, analyzing investments, supporting portfolio managers with information, developing investment strategies, managing client communications, and expanding business relationships.

  • Compensation and benefits

    The salary ranges from $110K to $160K depending on experience and location, excluding bonuses or long-term incentives. Benefits include medical, dental, vision, wellness programs, gym discounts, adoption benefits, insurance options, paid parental leave, and a 401(k) with employer match.

  • Experience and skills

    Candidates should have at least 7 years of finance industry experience, strong analytical and interpersonal skills, and preferably an MBA or progress toward CFA. Proficiency in Microsoft Office and financial software like Bloomberg and FactSet is a plus, along with strong communication and multitasking abilities.

  • Work environment and culture

    Brown Advisory emphasizes a client-first culture, professionalism, and innovation, with a collaborative environment focused on delivering first-class client experiences.

  • Company information

    Brown Advisory is an independent investment management and strategic advisory firm with over 900 equity-owning employees serving a diverse client base globally from multiple offices.

  • Team overview

    The candidate will join the growing investment team in the San Francisco office, working closely with portfolio managers, analysts, and advisors in a small team environment.

  • Job location and travel

    The position is based in the San Francisco office, requiring the ability to work onsite.

  • Unique job features

    The role offers the opportunity to work with complex, customized investment portfolios and collaborate across multiple investment disciplines within a well-established firm.

Company overview

Brown Advisory is an independent investment management firm that provides financial advisory services to individuals, families, and institutions. They generate revenue through asset management fees, financial planning, and advisory services. Founded in 1993, the company has a rich history of growth and client-focused service, with a commitment to sustainability and responsible investing. Their approach combines rigorous research and a personalized touch to deliver tailored investment solutions.

How to land this job

  • Tailor your resume to highlight your experience supporting portfolio managers and managing complex, customized investment portfolios, emphasizing skills in equity, fixed income, and alternative investments relevant to Brown Advisory's client-first culture.

  • Showcase your strong quantitative and analytical abilities along with proficiency or familiarity with tools like Bloomberg, FactSet, Charles River, APX, and Salesforce to align with the job's technical requirements.

  • Apply through multiple channels including Brown Advisory's official careers page and LinkedIn to maximize your chances of being noticed for the Private Client Associate Portfolio Manager role.

  • Connect with professionals in Brown Advisory's San Francisco investment team on LinkedIn, using ice breakers such as commenting on recent firm initiatives or expressing genuine interest in their approach to personalized portfolio management.

  • Optimize your resume for ATS by incorporating keywords from the job description like 'portfolio management,' 'investment strategies,' 'client relationships,' 'quantitative skills,' and the specific software tools mentioned to ensure your application passes initial screenings.

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