Brown Advisory
Portfolio Manager, Investment Solutions Group
New York, NY
No sponsorship$200k-$250kDetected 30 days ago
ResearchCommunication
About the role
- Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.
- Over the years, we have purposefully built and nurtured our client-first culture.
- Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service.
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.
- 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.
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.
Nice to have
- A minimum of 10+ years of relevant experience preferred.
- Manager research and selection experience preferred.
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
- 401(k) (50% employer match up to IRS limit, 4 year vesting)
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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