OCIO 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

Position Summary:

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.

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

As a senior member of the OCIO Investment Team:

• 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.
• Qualifications:
• Specific qualifications for the Portfolio Manager position include:
• 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

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).

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

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.