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Portfolio Manager
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Full-time
- 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.
- We are seeking an exceptional professional with strong investment knowledge 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 Baltimore office.
- 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.
- In addition, PMs work with clients in the development of strategies related to tax planning, wealth transfer and philanthropy, with appropriate support from the Strategic Advisory Group.
- Portfolio management for a broad array of individual, family and trust portfolios, generally balanced, but subject to the special needs of each client; including management of liquidity needs, traditional equity and fixed income portfolios, and opportunistic alternative investments as appropriate in each situation.
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