Portfolio Manager

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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.

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, a proven business‑development track record and a proven record of helping sophisticated, high‑net‑worth individuals and their families make investment‑management decisions to work with us in our Washington, D.C. office.

The successful hire will be able to apply their strong investment knowledge to identify and cultivate new relationships, 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 build deep and lasting client relationships and 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.

• Portfolio management for a broad array of portfolios, including individuals, family offices, endowments and foundations, with a focus on liquidity needs, traditional equity and fixed‑income portfolios and alternative investments as appropriate.
• Management of client relationships in coordination with client‑service teams, including serving as the primary relationship manager in many instances.
• 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 ongoing marketing materials, and input to enhance the firm’s brand presence.
• 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.

• 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 managing balanced portfolios for high‑net‑worth private clients.
• Dedica…