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OCIO Portfolio Manager
OCIO Portfolio ManagerBrown Advisory • Boston, MA, US
OCIO Portfolio Manager

OCIO Portfolio Manager

Brown Advisory • Boston, MA, US
1 day ago
Job type
  • Full-time
Job description

Portfolio Manager

We are seeking an experienced Portfolio Manager to join our OCIO Investment Team. This individual will play a senior role in managing multi-asset class portfolios, advising clients, and driving OCIO investment strategy. The ideal candidate will combine strong investment expertise with a client-first mindset, capable of both leading portfolio construction and fostering trusted relationships with boards, committees, and stakeholders.

The primary duties and responsibilities include but are not limited to :

  • Lead the design, construction, and ongoing management of customized multi-asset portfolios.
  • Oversee asset allocation, risk management, and rebalancing strategies.
  • Conduct manager selection and due diligence across traditional and alternative asset classes.
  • Contribute to the firm's overall investment philosophy, research agenda, and capital market views.
  • Serve as the lead investment advisor for a set of institutional clients.
  • Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations.
  • Present investment strategy, performance, and market insights to investment committees and boards.
  • Build long-term, consultative relationships, ensuring alignment with each client's objectives, risk tolerance, and governance structure.
  • Partner with client service and operations teams to ensure seamless delivery of investment solutions.
  • Mentor and develop junior investment professionals.
  • Collaborate with business development to support new client growth and retention.
  • Uphold fiduciary standards, regulatory compliance, and best practices in portfolio management.

Specific qualifications for the Portfolio Manager position include :

  • Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred.
  • CFA and / or MBA required.
  • Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines.
  • Is self-motivated, a team player and has experience mentoring junior team members.
  • Must be dedicated to the "client first" principles of the firm and must possess uncompromising personal integrity.
  • Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location; preference on Boston and Charlottesville locations.

    • Salary : $200-225k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility, which are applicable to this position.

    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.

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    Portfolio Manager • Boston, MA, US