Top 4 Portfolio manager Jobs in Virginia Beach, Va

Portfolio Analyst
Brown Advisory —Norfolk, VA
- Full-time
- Microsoft Excel
- Office
- Finance
- Wellness program
- Paid parental leave
7d

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Portfolio Analyst
Brown Advisory —Norfolk, VA
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic…
7d
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Portfolio Analyst

Brown Advisory -
Norfolk, VA

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Job Details

Full-time
7 days ago

Benefits

Wellness program
Paid parental leave
AD&D insurance
Disability insurance
Health insurance
Dental insurance
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Gym membership
Pet insurance

Qualifications

Optimizing workflow processes
Investment advisory support
Master's degree in business administration
Economics
Confidential information handling
Microsoft Excel
Customer relationship building
Bachelor's degree in finance
Investment management software
Fixed income investment
Stocks analysis
Bachelor's degree in economics
Bachelor's degree in business administration
Finance
Analysis skills
Bachelor's degree
Continuous improvement
Task prioritization
Investment client management
Liquidity management
Organizational skills
Business Administration
Productivity software
Bachelor's degree in accounting
Quantitative analysis
Alternative investment
Business
Master of Business Administration
Chartered Financial Analyst
Accounting

Full Job Description

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 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary

Brown Advisory’s Norfolk office is seeking a proactive and professional individual to serve as a Portfolio Analyst. Due to the complex nature of clients’ investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of sophistication and flexibility in understanding and implementing diverse investment strategies.

Essential Functions/Responsibilities:

Participate in portfolio management activities for Balanced multi-asset class 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.
Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
Develop investment strategies for clients in coordination with the Portfolio Management team and the Investment Solutions Group
Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service and Marketing.

Desired Qualifications:

Successful candidates are driven to proactively support the Portfolio Manager(s) with whom they are teamed. 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. Portfolio Analysts are highly professional and unconditionally dedicated to delivering a first-class experience to clients.

Specific qualifications for the Portfolio Analyst position include:

1-2 years of experience preferred
Strong quantitative, analytical, and interpersonal skills
Bachelor’s degree in Finance, Economics, Business Administration, Accounting or related subject
Proficiency in Microsoft Office Suite (especially Excel); Charles River and APX strongly preferred
Ability to multi-task and establish priorities
Ability to handle confidential material with utmost discretion
A passion for financial markets
Progress towards or completion of MBA, CFA and/or Equity Analyst experience preferred
Ability to work in the Norfolk office
Demonstrates 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.
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).

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.

Apply Now

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