Brown Advisory
Associate Portfolio Manager, Investment Solutions Group
New York, NY
No sponsorship$140k-$165kDetected 30 days ago
ResearchCommunicationMicrosoft OfficeCFA
About the role
- 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.
- The position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies.
Responsibilities
- 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.
- Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports.
- 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.
Requirements
- 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.
- Ability to work in our New York office five days a week
- Strong quantitative, analytical, and interpersonal skills
- MBA or progress towards CFA designation is desired.
- A passion for financial markets
- Strong written and verbal communication
- Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B, O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
- Salary: $140-$165k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility, which are applicable for this role.
Nice to have
- A minimum of 4+ years of experience within the finance industry preferred.
- Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Charles River, APX is a plus.
Compensation
- Does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
- At Brown Advisory we offer a competitive compensation package, including full benefits.
- Wellness program participation incentive
- Financial wellness program
- Fitness event fee reimbursement
- Gym membership discounts
- Telemedicine Program (for those enrolled in Medical)
- Adoption Benefits
- Daycare late pick-up fee reimbursement
- Short Term Disability
- Paid parental leave
- Group Long Term Disability
- Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate.
Visa & Work Authorization
- Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B, O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer
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