Brown Advisory's New York Office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager as part of our Investment Solutions Group.
Requirements
- Participate in portfolio management activities for large, sophisticated family office and endowment clients
- 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
- Work directly with the CIO and Head of Investment Solutions to support portfolio construction process
- 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
- Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, ISG Research Team, and Messaging
- Attend all ISG manager research and asset allocation meetings and develop a strong knowledge of our investment process and platform
- Perform ad-hoc analysis on both investment managers and asset allocation topics
- Establish strong working relationships with team members in the New York office and throughout the organization
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)
