Brown Advisory

Associate Portfolio Manager, Investment Solutions Group

NEW YORK, NYPosted 30+ days ago

Job summary

  • Job post source

    This job is directly from Brown Advisory

  • Job overview

    The Associate Portfolio Manager at Brown Advisory's Investment Solutions Group supports portfolio management for sophisticated clients, impacting investment strategy and client service.

  • Responsibilities and impact

    The role involves managing customized portfolios, analyzing investments including hedge funds and private equity, supporting portfolio construction, preparing client materials, managing client relationships, and participating in research and asset allocation meetings.

  • Compensation and benefits

    The salary ranges from $140k to $165k, excluding bonuses and long-term incentives, with a comprehensive benefits package including medical, dental, vision, wellness programs, insurance, 401(k) with employer match, and paid parental leave.

  • Experience and skills

    Candidates should have at least 4 years of finance experience, strong quantitative and interpersonal skills, proficiency in Microsoft Office and financial platforms like Bloomberg, with MBA or CFA progress preferred.

  • Work environment and culture

    Brown Advisory emphasizes a client-first culture with a collaborative environment and values innovation and high standards.

  • Company information

    Brown Advisory is an independent investment management and advisory firm with over 950 equity-owning employees serving diverse clients globally from multiple offices.

  • Team overview

    The candidate will join the New York office's Investment Solutions Group, working closely with the CIO and Head of Investment Solutions in a small team environment.

  • Job location and travel

    The position is based in Brown Advisory's New York office and requires on-site work five days a week.

  • Unique job features

    The role offers exposure to complex, customized investment portfolios and direct collaboration with senior investment leaders, providing a sophisticated and varied investment management experience.

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 your experience managing complex portfolios for sophisticated clients, emphasizing your knowledge of equity, fixed income, hedge funds, and private equity investments as outlined in the job description.

  • Showcase your quantitative and analytical skills along with proficiency in financial platforms such as Bloomberg, FactSet, and Charles River to align with the technical requirements of the Associate Portfolio Manager role.

  • Apply through multiple channels including Brown Advisory's corporate careers page, LinkedIn, and reputable finance job boards to maximize your chances of being noticed for this position.

  • Connect with current employees in the Investment Solutions Group at Brown Advisory on LinkedIn and start conversations by referencing recent market trends, asking about the team’s approach to portfolio construction, or commenting on a Brown Advisory investment insight they shared.

  • Optimize your resume for ATS by incorporating keywords from the job description such as 'portfolio management,' 'investment strategies,' 'risk exposures,' 'client relationships,' and specific tools like 'Bloomberg' and 'FactSet' to ensure your resume passes automated screenings.

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