{"id":1987976,"url":"https://alion.io/job/brown-advisory-portfolio-manager","title":"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":"2026-10-31T05:58:55Z"}},"role":"Management","role_family":"Management","seniority":"staff","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":115000,"max_usd":217000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1043},"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-06T00:00:00Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-10-31T03:47:15Z","board_verified":true,"closed_at":null,"days_open":25,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":25},"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.\nWe are seeking an exceptional professional with strong investment knowledge and a proven record of helping sophisticated, high-net-worth individuals and their families by making investment management decisions to work with us in our Dallas office.\nDue 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. Significant discretion and latitude are required to meet and interact with clients, prospective clients and their tax and legal advisors.\nThe successful hire will be able to apply their strong investment knowledge to identify and cultivate new relationships, as well as help existing clients. It is important that the individual can convey a consultative approach to client relationship management and business development and must display a broad knowledge base to clients and referral sources. The goal is to develop the confidence and trust necessary to develop deep and lasting client relationships and to pursue prospective new business opportunities.\nThe primary duties and responsibilities include but are not limited to:\nPortfolio 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.\nManagement of client relationships in coordination with the client service teams, including serving in many instances as the primary relationship manager.\nActive participation in the development of investment strategies for firm clients in coordination with the Portfolio Management and Investment Strategy teams.\nExperience in portfolio management for Private Client individuals and families including investment research, balanced portfolio management, asset allocation and alternative investment strategies.\nKnowledge of the various asset classes and investment management styles, asset allocation techniques, investment strategies, and strategic tax planning.\nAbility to operate independently with a high level of direct responsibility, while maintaining strong ties to the investment team at the firm and participating actively in the development and analysis of new strategies.\nStrong interpersonal skills - ability to deal effectively with a wide variety of people, and excellent communication skills, both verbal and written.\nHighly motivated and self-starter capable of managing long-term relationships and initiating and cultivating new client relationships.\nMaintenance of active contact with known referral source relationships and prospective clients and proactive efforts to develop new business opportunities.\nContribute to the development of prospect presentations and on-going marketing materials, as well as input to enhance the marketing presence of our Private Client brand.\nCoordination of presentations of the firm’s investment and service capabilities, including developing content and managing meetings for prospective clients and their advisors.\nParticipation in the development of new ideas, planning and execution of Private Client business development strategies with senior management and other team members.\nExperience in developing new business using both traditional and alternative investment strategies.\nDesired Qualifications\nDemonstrated success with managing balanced portfolios for high-net-worth private clients.\nMust be dedicated to the “client first” principles of the firm and must possess uncompromising personal integrity.\nMust be a passionate investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines.\nA minimum of 10 years of progressive experience working with sophisticated investors.\nA CFA or MBA degree is preferred.\nDemonstrated success working with Qualified Purchasers with varying risk profiles.\nExceptional investment acumen.\nHigh analytical expertise tempered by a strong relationship building mentality.\nExhibits strong interpersonal flexibility.\nDemonstrated exposure to multiple asset classes with the ability to articulate why their strategies are important and applicable to the individual person.\nIs self-motivated and a team player.\nA strong network in the Dallas area is a plus.\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).\nBrown Advisory is an Equal Employment Opportunity Employer.\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":6637,"description_truncated":false,"requirements":{"experience_years_min":10,"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 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