Associate Portfolio Manager

Brown Investment Advisory & Trust•Boston, MA

4d•Onsite

About The Position

Brown Advisory’s Boston office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of clients’ investment objectives and related service needs, Associate Portfolio Managers must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies.

Requirements

A minimum of 3 - 5 years’ experience within the finance industry; 5 – 7 years’ experience preferred.
Strong quantitative, analytical, and interpersonal skills
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 passion for financial markets
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).

Nice To Haves

MBA or progress towards CFA designation is desired
Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Charles River, APX is a plus

Responsibilities

Participate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios; each subject to the customized investment needs of the client.
Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate
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
Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, Strategic Advisors, Account Administrators, and Messaging
Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients
Proactively participates in firm initiatives directed by local management
Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions