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Portfolio Manager
Brown Advisory
USA
Full-time
Manager · 10+ years experience
Discovered 2 weeks ago
Full Job Posting
Desired Qualifications
- 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.
- A minimum of 10 years of progressive experience working with sophisticated investors.
- A CFA or MBA degree is preferred.
- Demonstrated success working with Qualified Purchasers with varying risk profiles.
- Exceptional investment acumen.
- High analytical expertise tempered by a strong relationship building mentality.
- Exhibits strong interpersonal flexibility.
- Demonstrated exposure to multiple asset classes with the ability to articulate why their strategies are important and applicable to the individual person.
- Is self-motivated and a team player.
- A strong network in the Dallas area is a plus.
- 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).
- Brown Advisory is an Equal Employment Opportunity Employer.
Benefits
- At Brown Advisory we offer a competitive compensation package, including full 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.
About Brown Advisory
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