Portfolio Manager at Brown Advisory

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. 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. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.

Brown Advisory’s New York office is seeking a proactive and professional Portfolio Manager (PM) to join our team. This individual will help families and endowments achieve their unique financial objectives.

The ideal candidate will work closely with each client, conducting in-depth portfolio analysis across equities, fixed income, hedge funds, and private equity. As a trusted resource, this individual will provide research insights and design custom strategies that address each client’s liquidity needs and long-term ambitions, collaborating with the broader Brown Advisory team on portfolio construction, manager selection, risk evaluation, and more.

Portfolio Managers at Brown Advisory are at the center of client relationships—leading trading, reporting, and communication, and working alongside talented colleagues across our New York office and beyond to deliver the best possible outcomes for our clients. Portfolio Managers are responsible for creating client-specific materials, performing detailed analyses, and ensuring clients have everything they need to make informed decisions.

Given the complexity of our clients’ investment objectives and service needs, this role requires a strong understanding of a broad range of investment concepts, disciplines, and strategies, in addition to the ability to consistently apply Brown Advisory’s approach for each individual client. This role is both investment-focused and inclusive of broader client relationship management, as PMs are responsible for partnering across private client teams to develop strategies related to tax planning, wealth transfer, and philanthropy. Significant discretion and latitude are required to meet and interact with clients, prospective clients, and their tax and legal advisors.

Primary duties and responsibilities include, but are not limited to:

Managing portfolios for private clients, families, and multi-asset institutions, including investment research, balanced portfolio management, asset allocation, and alternative investment strategies
Overseeing client relationships in partnership with strategic advisory and client service teams, often serving as the primary relationship manager
Contributing to the development of new ideas and participating in the planning and execution of business development strategies with senior management and team members
Identifying opportunities with existing clients to provide additional services and manage additional assets

Qualifications:

Strong quantitative, analytical, and interpersonal skills
10+ years of relevant experience preferred
CFA and/or MBA strongly preferred
Appreciation for the value of teamwork
Ability to prioritize, multi-task, and thrive independently as well as in a close-knit team environment
Discretion and professionalism in handling confidential information
Genuine passion for financial markets
Experience as an investor who is creative, innovative, and familiar with a broad range of investment strategies and client management disciplines
Highly motivated self-starter, capable of managing long-term relationships and initiating new client relationships
Excellent written and verbal communication skills
Ability to work on-site at our 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).

NY Salary: $175-225k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
•   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.