Brown Advisory
Job Listing SummaryPortfolio Manager at LE007 Brown Advisory LLC
Location:
San Francisco, CA, USA
In order to make an application, simply read through the following job description and make sure to attach relevant documents. Employment Type:
Full-Time Date Posted:
July 25, 2025 Key Responsibilities:
Manage a diverse range of portfolios, including individual, family office, and endowments and foundations. Coordinate with client service teams to manage client relationships, often serving as the primary relationship manager. Develop investment strategies in collaboration with Portfolio Management and Investment Strategy teams. Maintain contact with referral sources and proactively seek new business opportunities. Contribute to the creation of prospect presentations and marketing materials. Deliver presentations on the firm’s investment and service capabilities to prospective clients and their advisors. Participate in the development and execution of business development strategies. Required Experience:
Minimum of 10 years of experience working with sophisticated investors. Experience in portfolio management for private clients, including investment research and asset allocation. Proven success in managing balanced portfolios for high-net-worth clients. Experience in developing new business using traditional and alternative investment strategies. Qualifications:
Strong investment knowledge and analytical expertise. Exceptional interpersonal and communication skills. Ability to operate independently while collaborating with the investment team. Strong network in the San Francisco area is a plus. Commitment to the firm’s “client first” principles and high personal integrity. Salary: $200K - $250K, commensurate with experience and location (excludes bonus or long-term incentives). Benefits:
Medical, Dental, and Vision coverage. Wellness program participation incentives. 401(k) with 50% employer match up to IRS limit. Paid parental leave and short-term disability. Colleague Assistance Program and Telemedicine Program. Adoption benefits and daycare late pick-up fee reimbursement.
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Location:
San Francisco, CA, USA
In order to make an application, simply read through the following job description and make sure to attach relevant documents. Employment Type:
Full-Time Date Posted:
July 25, 2025 Key Responsibilities:
Manage a diverse range of portfolios, including individual, family office, and endowments and foundations. Coordinate with client service teams to manage client relationships, often serving as the primary relationship manager. Develop investment strategies in collaboration with Portfolio Management and Investment Strategy teams. Maintain contact with referral sources and proactively seek new business opportunities. Contribute to the creation of prospect presentations and marketing materials. Deliver presentations on the firm’s investment and service capabilities to prospective clients and their advisors. Participate in the development and execution of business development strategies. Required Experience:
Minimum of 10 years of experience working with sophisticated investors. Experience in portfolio management for private clients, including investment research and asset allocation. Proven success in managing balanced portfolios for high-net-worth clients. Experience in developing new business using traditional and alternative investment strategies. Qualifications:
Strong investment knowledge and analytical expertise. Exceptional interpersonal and communication skills. Ability to operate independently while collaborating with the investment team. Strong network in the San Francisco area is a plus. Commitment to the firm’s “client first” principles and high personal integrity. Salary: $200K - $250K, commensurate with experience and location (excludes bonus or long-term incentives). Benefits:
Medical, Dental, and Vision coverage. Wellness program participation incentives. 401(k) with 50% employer match up to IRS limit. Paid parental leave and short-term disability. Colleague Assistance Program and Telemedicine Program. Adoption benefits and daycare late pick-up fee reimbursement.
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