OCIO Portfolio Manager

Overview

OCIO Portfolio Manager role at Brown Advisory
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Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance, strategic advice and client service.

We are seeking an experienced Portfolio Manager to join our OCIO Investment Team. This individual will play a senior role in managing multi-asset class portfolios, advising clients, and driving OCIO investment strategy. The ideal candidate will combine strong investment expertise with a client-first mindset, capable of both leading portfolio construction and fostering trusted relationships with boards, committees, and stakeholders.

• Lead the design, construction, and ongoing management of customized multi-asset portfolios.
• Oversee asset allocation, risk management, and rebalancing strategies.
• Conduct manager selection and due diligence across traditional and alternative asset classes.
• Contribute to the firm’s overall investment philosophy, research agenda, and capital market views.
• Serve as the lead investment advisor for a set of institutional clients.
• Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations.
• Present investment strategy, performance, and market insights to investment committees and boards.
• Build long-term, consultative relationships, ensuring alignment with each client’s objectives, risk tolerance, and governance structure.
• Partner with client service and operations teams to ensure seamless delivery of investment solutions.
• Mentor and develop junior investment professionals.
• Collaborate with business development to support new client growth and retention.
• Uphold fiduciary standards, regulatory compliance, and best practices in portfolio management.

• Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred
• CFA and/or MBA required
• Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines
• Is self-motivated, a team player and has experience mentoring junior team members
• Must be dedicated to the “client first” principles of the firm and must possess uncompromising personal integrity
• Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location;
  Preference on Boston and Charlottesville locations

Note:

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.

Salary: $200-225k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility, which are applicable to this position.

• 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.

• Mid-Senior level

• Full-time

• Finance and Sales