Associate Portfolio Manager, Investment Solutions Group

Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first‑class performance, strategic advice and the highest level of client service. We serve individuals, families, family offices, endowments, foundations, charities, institutions, consultants and financial intermediaries with over 950 globally‑based equity‑owned colleagues. Position Summary Brown Advisory’s New York Office is seeking a proactive and professional Associate Portfolio Manager to serve as part of our Investment Solutions Group, reporting to the Chief Investment Officer for our Private Client Business. The role requires advanced knowledge across a broad range of investment disciplines and strategies, with a high level of detail orientation, sophistication and flexibility. Key Responsibilities Participate in portfolio management activities for large, sophisticated family office and endowment clients, each subject to the customized investment needs of the client. Provide services including, but not limited to, management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments. Become deeply versed in the client’s portfolio investments—including hedge funds and private equity—and provide research insights as needed. Analyze complex financial information and ensure that portfolio managers have adequate information for daily portfolio management duties with a strong focus on information systems. Work directly with the CIO and Head of Investment Solutions to support the portfolio construction process, including designing search mandates, recommending optimal manager weightings and evaluating risk exposures. Oversee development of materials for clients and other investment review committees as necessary for managers or strategies in the 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 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 Strong quantitative, analytical and interpersonal skills. Minimum of 4+ years of experience within the finance industry preferred. MBA or progress towards CFA designation is desired. Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Charles River, APX is a plus. Ability to multi‑task, establish priorities and 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 five days a week. Employment Requirements 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 other non‑immigrant visa classifications that require employer support or sponsorship). Salary & Benefits Salary: $140‑$165k, commensurate with experience and location. Does not include bonus or long‑term incentive eligibility, which are applicable for this role. 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. #J-18808-Ljbffr Brown Advisory Incorporated