Associate Portfolio Manager

LE007 Brown Advisory LLC - Boston, MA

Full-time - Mid Level

Boston, MA

501-1,000 employees

About the position

The Associate Portfolio Manager at Brown Advisory's Boston office plays a crucial role in managing diverse investment portfolios for clients, including individuals, families, and institutions. This position requires a proactive individual with a strong understanding of various investment strategies and the ability to communicate effectively with clients. The role emphasizes attention to detail, relationship management, and collaboration with the investment team to deliver tailored investment solutions.

Responsibilities

• Participate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios.
• Ensure that portfolio managers have adequate information to perform daily portfolio management duties.
• 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 various team members.
• Establish and cultivate trusting relationships with new and existing clients, helping them understand their investments and planning strategies.
• Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients.
• Proactively participate in firm initiatives directed by local management.

Requirements

• A minimum of 3 - 5 years' experience within the finance industry; 5 - 7 years' experience preferred.
• Strong quantitative, analytical, and interpersonal skills.
• MBA or progress towards CFA designation is desired.
• Ability to effectively communicate with clients.
• 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.
• Ability to work in Boston office location.

Benefits

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Gym membership discounts
• Fitness event fee reimbursement
• Corporate 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)