Portfolio Manager

Portfolio Manager

Brown Advisory's New York office is seeking a proactive and professional Portfolio Manager (PM) to join our team. This individual will help families and endowments achieve their unique financial objectives.

The ideal candidate will work closely with each client, conducting in-depth portfolio analysis across equities, fixed income, hedge funds, and private equity. As a trusted resource, this individual will provide research insights and design custom strategies that address each client's liquidity needs and long-term ambitions, collaborating with the broader Brown Advisory team on portfolio construction, manager selection, risk evaluation, and more.

Portfolio Managers at Brown Advisory are at the center of client relationshipsleading trading, reporting, and communication, and working alongside talented colleagues across our New York office and beyond to deliver the best possible outcomes for our clients. Portfolio Managers are responsible for creating client-specific materials, performing detailed analyses, and ensuring clients have everything they need to make informed decisions.

Given the complexity of our clients' investment objectives and service needs, this role requires a strong understanding of a broad range of investment concepts, disciplines, and strategies, in addition to the ability to consistently apply Brown Advisory's approach for each individual client. This role is both investment-focused and inclusive of broader client relationship management, as PMs are responsible for partnering across private client teams to develop strategies related to tax planning, wealth transfer, and philanthropy. Significant discretion and latitude are required to meet and interact with clients, prospective clients, and their tax and legal advisors.

Primary duties and responsibilities include, but are not limited to :

• Managing portfolios for private clients, families, and multi-asset institutions, including investment research, balanced portfolio management, asset allocation, and alternative investment strategies
• Overseeing client relationships in partnership with strategic advisory and client service teams, often serving as the primary relationship manager
• Contributing to the development of new ideas and participating in the planning and execution of business development strategies with senior management and team members
• Identifying opportunities with existing clients to provide additional services and manage additional assets

Qualifications :

NY Salary : $175-225k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

At Brown Advisory we offer a competitive compensation package, including full benefits. Medical Dental Vision Wellness program participation incentive Financial wellness program Fitness event fee reimbursement Gym membership discounts Colleague Assistance Program Telemedicine Program (for those enrolled in Medical) Adoption Benefits Daycare late pick-up fee reimbursement Basic Life & Accidental Death & Dismemberment Insurance Voluntary Life & Accidental Death & Dismemberment Insurance Short Term Disability Paid parental leave Group Long Term Disability Pet Insurance 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.