Associate Portfolio Manager Job Boston area,Massachusetts USA,Finance & Banking

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 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Job Summary Brown Advisory’s Boston office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of clients’ investment objectives and related service needs, Associate Portfolio Managers must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies.

The primary duties and responsibilities include but are not limited to:

Participate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate
Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
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 Portfolio Managers, Portfolio Analysts, Strategic Advisors, Account Administrators, and Messaging
Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients
Proactively participates in firm initiatives directed by local management
Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions

Qualifications:

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, Fact Set, Charles River, APX is a plus
Ability to multi-task, to establish priorities, and to 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

Applicants must be authorized to work…