Portfolio Manager, Investment Solutions Group

Duties and Responsibilities

• Participate in portfolio management activities for large, sophisticated family office and endowment clients.
• 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.
• Lead the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, ISG Research Team, and Messaging.
• Establish strong working relationships with team members in the New York office and throughout the organization.

Job Requirements

• Strong quantitative, analytical, and interpersonal skills.
• A minimum of 10+ years of relevant experience preferred. Manager research and selection experience preferred.
• Ability to multi-task, to establish priorities, and to work both independently and within a small team environment.
• Ability to handle confidential material with utmost discretion.
• A passion for financial markets.
• Strong written and verbal communication.
• Ability to work in the New York office location.

Pay

$200-250k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility, which are applicable for this role.

Benefits

• Full benefits package including medical, dental, vision, wellness programs, financial wellness program, fitness event fee reimbursement, gym membership discounts, colleague assistance program, telemedicine program, 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).

About the Role

The New York Office of Brown Advisory is seeking a proactive and professional individual to serve as a Portfolio Manager as part of our Investment Solutions Team. This individual will report directly to our Chief Investment Officer for our Private Client Business.