This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
Brown Advisory - Boston, MA
posted 2 months ago
About the position
The Associate Portfolio Manager at Brown Advisory is responsible for managing a diverse range of investment portfolios tailored to meet the unique needs of individual and institutional clients. This role requires a proactive approach, strong analytical skills, and the ability to develop and implement investment strategies in collaboration with the Portfolio Management team. The position emphasizes client relationship management and requires a high level of attention to detail and sophistication in investment disciplines.
Responsibilities
- Participate in portfolio management activities for Individual, Family, Trust, and Balanced Institutional portfolios.
- Ensure portfolio managers have adequate information for daily management duties.
- Develop and implement investment strategies in coordination with the Portfolio Management team.
- Perform detailed analyses of existing and prospective client investment portfolios.
- Assist in managing all aspects of client relationships, including trading and reporting.
- Establish and cultivate trusting relationships with clients to help them understand their investments.
- Expand and maintain relationships with internal and external business partners.
- 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 and establish priorities in a team environment.
- Ability to handle confidential material with discretion.
- A passion for financial markets.
Nice-to-haves
- Experience with various investment strategies and disciplines.
- Familiarity with information systems used in portfolio management.
Benefits
- 401(k) matching
- AD&D insurance
- Adoption assistance
- Dental insurance
- Disability insurance
- Gym membership
- Health insurance
- Wellness program participation incentive
- Financial wellness program
- Gym membership discounts
- Fitness event fee reimbursement
- Corporate gym membership discounts
- Colleague Assistance Program
- Telemedicine Program
- Paid parental leave
- Pet Insurance
