{"id":986199,"url":"https://alion.io/job/brown-advisory-associate-portfolio-manager","title":"Associate Portfolio Manager","company":{"id":704626,"name":"Brown Advisory","domain":"brownadvisory.com","url":"https://alion.io/company/brown-advisory","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":94,"open_postings":4,"ghost_share":0,"stale_share":0.25,"repost_share":0,"time_to_fill_p50_days":57,"computed_at":"2026-11-01T06:10:25Z"}},"role":"Management","role_family":"Management","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Boston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":115000,"max":140000,"currency":"USD","period":"year","gross":null,"usd_annual":140000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-07-31T00:00:00Z","employer_posted_date":"2026-07-31","last_verified_at":"2026-11-02T03:29:06Z","board_verified":true,"closed_at":null,"days_open":94,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":94},"description":"Company Overview\nEvery 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.\nBrown 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 1,000 colleagues worldwide, all of whom are equity owners of the firm.\nJob Summary\nBrown Advisory’s Boston office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of clients’ investment objectives and related service needs, Associate Portfolio Managers must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies.\nThe primary duties and responsibilities include but are not limited to:\nParticipate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate\n\nEnsure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)\n\nDevelop and implement investment strategies for clients in coordination with the Portfolio Management team and Investment Solutions Group\n\nPerform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports\n\nAssist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, Strategic Advisors, Account Administrators, and Messaging\n\nEstablishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members\n\nExpand and maintain relationships with internal and external business partners to increase introductions of prospective clients\n\nProactively participates in firm initiatives directed by local management\n\nDemonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions\n\nQualifications:\nThis individual will be a key member of our growing investment team in Boston. They possess exceptional organizational skills and attention to detail, are able to operate independently with a high level of direct responsibility, maintain strong ties to the various investment teams at the firm, and participate actively in the analysis of new strategies. Associate Portfolio Managers are highly professional and unconditionally dedicated to delivering a first-class experience to clients.\nA minimum of 3 - 5 years’ experience within the finance industry; 5 - 7 years’ experience preferred.\n\nStrong quantitative, analytical, and interpersonal skills\n\nMBA or progress towards CFA designation is desired\n\nAbility to effectively communicate with clients\n\nProficiency in Microsoft Office Suite, Bloomberg, FactSet, Charles River, APX is a plus\n\nAbility to multi-task, to establish priorities, and to work both independently and within a small team environment\n\nAbility to handle confidential material with utmost discretion\n\nA passion for financial markets\n\nAbility to work in Boston office location\n\nApplicants 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).\nMA Salary: $115-140k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).\nBenefits\nAt Brown Advisory we offer a competitive compensation package, including full benefits.\nMedical\nDental\nVision\nWellness program participation incentive\nFinancial wellness program\nFitness event fee reimbursement\nGym membership discounts\nColleague Assistance Program\nTelemedicine Program (for those enrolled in Medical)\nAdoption Benefits\nDaycare late pick-up fee reimbursement\nBasic Life & Accidental Death & Dismemberment Insurance\nVoluntary Life & Accidental Death & Dismemberment Insurance\nShort Term Disability\nPaid parental leave\nGroup Long Term Disability\nPet Insurance\n401(k) (50% employer match up to IRS limit, 4 year vesting)\nBrown Advisory is an Equal Employment Opportunity Employer.","description_format":"text","description_chars":5330,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"master","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Gym membership","Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Family Offices"],"lifecycle":[{"event":"open","at":"2026-09-16T23:43:42Z"}],"visa":[],"liveness":{"score":23,"band":"cold","label":"Long shot","p_open":1,"p_active":0.651,"p_room":0.36,"age_days":93,"expected_fill_days":57,"reasons":["conf:0","win:tail","crowd:junior"],"computed_at":"2026-11-01T06:10:25Z"},"pay":{"stated_usd_annual":140000,"is_top_pay":true},"html_url":"https://alion.io/job/brown-advisory-associate-portfolio-manager","json_url":"https://alion.io/job/brown-advisory-associate-portfolio-manager.json","meta":{"generated_at":"2026-11-02T05:44:26Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8206,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704626},"rest":"https://alion.io/mcp/rest/get_company?id=704626"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbrown-advisory-associate-portfolio-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbrown-advisory-associate-portfolio-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbrown-advisory-associate-portfolio-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/brown-advisory-associate-portfolio-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbrown-advisory-associate-portfolio-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":986199}},{"tool":"search_jobs","arguments":{"company":"brownadvisory.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":986199},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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