Associate Portfolio Manager, Investment Solutions Group (New York)

Associate Portfolio Manager

Brown Advisory's New York Office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager as part of our Investment Solutions Group. This individual will report directly to our Chief Investment Officer for our Private Client Business. Due to the complex nature of clients' investment objectives and related service needs, Associate Portfolio Managers must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies.

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

• Participate in portfolio management activities for large, sophisticated family office and endowment clients; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate.
• Become deeply versed in the client's portfolio investments including hedge funds and private equity and provide research insights to clients as needed.
• Analyze complex financial information and ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems).
• Work directly with the CIO and Head of Investment Solutions to support portfolio construction process, including designing search mandates, recommending optimal manager weightings, evaluating risk exposures, etc.
• Oversee development of materials for clients and other investment review committees as necessary for managers / strategies in assigned coverage area.
• Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports.
• Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, ISG Research Team, and Messaging.
• Attend all ISG manager research and asset allocation meetings and develop a strong knowledge of our investment process and platform.
• Perform ad-hoc analysis on both investment managers and asset allocation topics.
• Establish strong working relationships with team members in the New York office and throughout the organization.

Qualifications :

Salary : $140-$165k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits :

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.