Portfolio Manager, Investment Solutions Group

Brown Investment Advisory & Trust•New York, NY

1d•$200 - $250•Onsite

About The Position

Brown Advisory’s New York Office is seeking a proactive and professional individual to serve as a Portfolio Manager as part of our Investment Solutions Team. This individual will report directly to our Chief Investment Officer for our Private Client Business. Due to the complex nature of clients’ investment objectives and related service needs, 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

Strong quantitative, analytical, and interpersonal skills.
A minimum of 10+ years of relevant experience preferred.
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.
Strong written and verbal communication.
Ability to work in the New York office location.
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

Manager research and selection experience preferred.

Responsibilities

Participate in portfolio management activities for large, sophisticated family office and endowment clients; 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.
Become deeply versed in the client's portfolio investments including hedge funds and private equity and provide research insights to clients as needed.
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.
Oversee development of materials for clients and other investment review committees as necessary for managers/strategies in assigned coverage area
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.
Establish strong working relationships with team members in the New York office and throughout the organization.