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Brown Advisory · 14 hours ago

Portfolio Manager

Washington, DC

Full-time

Onsite

Senior Level, Lead/Staff

$175K/yr - $200K/yr

10+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering exceptional client service. They are seeking a Portfolio Manager to manage client relationships, develop investment strategies, and cultivate new business opportunities for high net worth individuals and families.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

Portfolio management for a broad array of portfolios, including, individual, family office, and endowments and foundations. The management of these portfolios are subject to the special needs of each client; including management of liquidity needs, traditional equity and fixed income portfolios, and alternative investments as appropriate in each situation

Management of client relationships in coordination with the client service teams, including serving in many instances as the primary relationship manager

Active participation in the development of investment strategies for firm clients in coordination with the Portfolio Management and Investment Strategy teams

Maintenance of active contact with known referral source relationships and prospective clients and proactive efforts to develop new business opportunities

Contribute to the development of prospect presentations and on-going marketing materials, as well as input to enhance the presence of our brand

Ownership of the execution and delivery of presentations of the firm’s investment and service capabilities, including developing content and managing meetings for prospective clients and their advisors

Participation in the development of new ideas, planning and execution of business development strategies with senior management and other team members

Qualification

Portfolio managementInvestment strategiesClient relationship managementBusiness developmentInvestment researchAsset allocationAnalytical expertiseInterpersonal skillsCommunication skillsSelf-starter

Required

A minimum of 10 years of progressive experience working with sophisticated investors

Experience in portfolio management for Private Client individuals and families including investment research, balanced portfolio management, asset allocation and alternative investment strategies

Demonstrated success with managing balanced portfolios for high-net-worth private clients

Must be dedicated to the 'client first' principles of the firm and must possess uncompromising personal integrity

Must be a passionate investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines

Experience in developing new business using both traditional and alternative investment strategies

Demonstrated success working with Qualified Purchasers with varying risk profiles

Exceptional investment acumen

High analytical expertise tempered by a strong relationship building mentality

Demonstrated exposure to multiple asset classes with the ability to articulate why their strategies are important and applicable to the individual person

Ability to operate independently with a high level of direct responsibility, while maintaining strong ties to the investment team at the firm and participating actively in the development and analysis of new strategies

Strong interpersonal skills – ability to deal effectively with a wide variety of people, and excellent communication skills, both verbal and written

Highly motivated and self-starter capable of managing long-term relationships and initiating and cultivating new client relationships

Ability to work in our Washington office location

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)