OCIO Portfolio Manager
Listed on 2025-12-02
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Finance & Banking
Wealth Management, Portfolio Manager, Financial Consultant -
Management
Wealth Management, Portfolio Manager
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Company Overview
Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. At Brown Advisory, we aim to be one of the inspired firms, with a client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance, strategic advice and the highest level of client service. The firm serves a diverse client base and employs over 950 colleagues worldwide, all of whom are equity owners of the firm.
Locations:
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C.
We are seeking an experienced Portfolio Manager to join our OCIO Investment Team. This individual will play a senior role in managing multi-asset class portfolios, advising clients, and driving OCIO investment strategy. The ideal candidate will combine strong investment expertise with a client-first mindset, capable of both leading portfolio construction and fostering trusted relationships with boards, committees, and stakeholders.
Responsibilities- Lead the design, construction, and ongoing management of customized multi-asset portfolios.
- Oversee asset allocation, risk management, and rebalancing strategies.
- Conduct manager selection and due diligence across traditional and alternative asset classes.
- Contribute to the firm’s overall investment philosophy, research agenda, and capital market views.
- Serve as the lead investment advisor for a set of institutional clients.
- Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations.
- Present investment strategy, performance, and market insights to investment committees and boards.
- Build long-term, consultative relationships, ensuring alignment with each client’s objectives, risk tolerance, and governance structure.
- Partner with client service and operations teams to ensure seamless delivery of investment solutions.
- Mentor and develop junior investment professionals.
- Collaborate with business development to support new client growth and retention.
- Uphold fiduciary standards, regulatory compliance, and best practices in portfolio management.
- Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred
- CFA and/or MBA required
- Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines
- Is self-motivated, a team player and has experience mentoring junior team members
- Must be dedicated to the “client first” principles of the firm and must possess uncompromising personal integrity
- Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location;
Preference on Boston and Charlottesville locations
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).
Salary: $200-225k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility, which are applicable to this position.
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.
Seniority level- Mid-Senior level
- Full-time
- Finance and Sales
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