Brown Advisory
Associate Portfolio Manager
Boston, MA
No sponsorship$115k-$140kDetected 5 hours ago
CommunicationOrganizational SkillsMicrosoft OfficeCFA
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odds of building a lasting career here
54Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level III)83
Fits your clock70
Sponsors, but it's cap-subject — you still face the weighted lottery (~45% per draw at Level III). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
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About the role
- Brown Advisory's Boston office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager.
- 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:
Responsibilities
- Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
- Develop and implement investment strategies for clients in coordination with the Portfolio Management team and Investment Solutions Group
- Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports
- Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients
Requirements
- Ability to effectively communicate with clients
- 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 minimum of 3
- 5 years' experience within the finance industry; 5 - 7 years' experience preferred.
- Strong quantitative, analytical, and interpersonal skills
- MBA or progress towards CFA designation is desired
- A passion for financial markets
- Ability to work in Boston office location
Nice to have
- 5 years' experience within the finance industry
- 7 years' experience preferred.
- Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Charles River, APX is a plus
Compensation
- MA Salary: $115-140k.
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
Company info
- At Brown Advisory, we aim to be one of those inspired firms.
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 s
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This listing is sourced directly from Brown Advisory's careers page and normalized into a canonical job model.