Job summary
Job post source
This job is directly from Brown Advisory
Job overview
The Portfolio Manager role at Brown Advisory's Investment Solutions Group involves managing sophisticated client portfolios and supporting investment strategy development, directly impacting client investment outcomes.
Responsibilities and impact
The Portfolio Manager will manage portfolios for family office and endowment clients, analyze investments including hedge funds and private equity, support portfolio construction with the CIO, prepare client materials, and lead client relationship management.
Compensation and benefits
The position offers a salary range of $200-250k plus bonus and long-term incentives, with full benefits including medical, dental, vision, wellness programs, insurance options, 401(k) with employer match, and paid parental leave.
Experience and skills
Candidates should have 10+ years of relevant experience, strong quantitative and interpersonal skills, manager research and selection experience preferred, and the ability to work independently and in teams with confidentiality.
Work environment and culture
Brown Advisory emphasizes a client-first culture with a collaborative and professional environment, valuing innovation and high standards across a global team of equity owners.
Company information
Brown Advisory is an independent investment management and advisory firm serving diverse clients worldwide with over 950 employees and offices in multiple global locations.
Team overview
The candidate will join the New York Investment Solutions Team, working closely with the CIO, Head of Investment Solutions, and other team members across the organization.
Job location and travel
The role is based in the New York office, requiring on-site presence.
Unique job features
The role involves managing complex, customized investment portfolios and working directly with senior leadership on portfolio construction and client strategy.
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
Position your resume to highlight extensive experience in portfolio management, especially with sophisticated family office and endowment clients, emphasizing your ability to manage diverse investment strategies including equity, fixed income, hedge funds, and private equity.
Focus on showcasing strong quantitative and analytical skills, manager research and selection experience, and your capacity to handle complex financial information with discretion and precision.
Apply through multiple channels such as Brown Advisory’s corporate careers page, LinkedIn, and reputable job boards to maximize your application’s visibility for this Portfolio Manager role.
Connect with professionals in Brown Advisory’s Investment Solutions Group on LinkedIn; ice breakers can include commenting on recent market insights they’ve shared or expressing interest in their approach to portfolio construction and client service.
Optimize your resume for ATS by incorporating keywords from the job description like 'portfolio management,' 'investment strategies,' 'manager research,' 'client relationships,' and 'risk evaluation' to ensure it passes automated screenings effectively.
Utilize Jennie Johnson’s Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts to network with, allowing you to focus your time on interview preparation and strategic job search activities.
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