Investor Strides LLC
Job Listing Summary
Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity Portfolio Manager at Brown Advisory LLC
Location:
San Francisco, CA, USA 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 client relationships with client service teams, 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 prospect presentations and marketing materials to enhance brand presence. Execute and deliver presentations on the firm’s investment and service capabilities. Participate in business development strategy planning and execution with senior management. 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. Demonstrated success in managing balanced portfolios for high-net-worth clients. Experience in developing new business using traditional and alternative investment strategies. Strong network in the San Francisco area is a plus. Qualifications:
Strong investment knowledge and analytical expertise. Exceptional interpersonal and communication skills. Ability to operate independently while collaborating with the investment team. Commitment to client-first principles and high personal integrity. Ability to manage long-term relationships and initiate new client relationships. Salary: $200K - $250K, commensurate with experience and location (excludes bonus or long-term incentive eligibility). Benefits: Competitive compensation package including full benefits such as medical, dental, vision, wellness programs, and more.
#J-18808-Ljbffr
Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity Portfolio Manager at Brown Advisory LLC
Location:
San Francisco, CA, USA 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 client relationships with client service teams, 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 prospect presentations and marketing materials to enhance brand presence. Execute and deliver presentations on the firm’s investment and service capabilities. Participate in business development strategy planning and execution with senior management. 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. Demonstrated success in managing balanced portfolios for high-net-worth clients. Experience in developing new business using traditional and alternative investment strategies. Strong network in the San Francisco area is a plus. Qualifications:
Strong investment knowledge and analytical expertise. Exceptional interpersonal and communication skills. Ability to operate independently while collaborating with the investment team. Commitment to client-first principles and high personal integrity. Ability to manage long-term relationships and initiate new client relationships. Salary: $200K - $250K, commensurate with experience and location (excludes bonus or long-term incentive eligibility). Benefits: Competitive compensation package including full benefits such as medical, dental, vision, wellness programs, and more.
#J-18808-Ljbffr