Portfolio Manager

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

Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

At Brown Advisory, we foster a collaborative culture where teamwork, open communication, and entrepreneurship are at the core of how we achieve success together. To that end, we are seeking an exceptional professional with strong investment knowledge, proven business development track record, and a proven record of helping sophisticated, high net worth individuals and their families with making investment management decisions to work with us in our San Francisco, CA office.

The successful hire will be able to apply their strong investment knowledge to identify and cultivate new relationships. It is important that the individual can convey a consultative approach to client relationship management and business development and display a broad knowledge base to clients and referral sources. The goal is to develop the confidence and trust necessary to develop deep and lasting client relationships and to pursue prospective new business opportunities.

Due to the complex nature of our clients’ investment objectives and related service needs, the Portfolio Manager (“PM”) must possess an understanding of a broad range of investment concepts, disciplines and strategies and apply Brown Advisory’s approach to each one for their individual clients. The PM role is both investment-focused and inclusive of other aspects of managing client relationships; PMs work with the broader private client teams in the development of strategies related to tax planning, wealth transfer, and philanthropy. Significant discretion and latitude are required to meet and interact with clients, prospective clients and their tax and legal advisors. 

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

• 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.

Desired Qualifications:

• 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.

• A strong network in the San Francisco area is a plus, but not required

• 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 San Francisco office location.

Salary: $200K-$250K Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable). 

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.