Portfolio Manager jobs in Owings Mills, MD
The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Portfolio Manager jobs
Portfolio Manager
- LE007 Brown Advisory LLC
-
Baltimore, MD
FULL_TIME
- 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 with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm. Job Description We are seeking an exceptional professional with strong investment knowledge and a proven record of helping sophisticated, high net worth individuals and their families with making investment management decisions to work with us in our Baltimore office. Due 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 is required to meet and interact with clients, prospective clients and their tax and legal advisors. The 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 is able to 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. The primary duties and responsibilities include but are not limited to: Portfolio 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. Management of client relationships in coordination with the client service teams, including serving in many instances as the primary relationship manager. Active participation in the development of investment strategies for firm clients in coordination with the Portfolio Management and Investment Strategy teams. Maintenance of active contact with known referral source relationships and prospective clients and proactive efforts to develop new business opportunities. Development of opportunities with existing clients to provide additional services and manage additional assets. Contribute 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. Coordination of presentations of the firm’s investment and service capabilities, including developing content and managing meetings for prospective clients and their advisors. Participation in the development of new ideas, planning and execution of Private Client business development strategies with senior management and other team members. Experience in portfolio management for Private Client individuals and families including investment research, balanced portfolio management, asset allocation and alternative investment strategies. Knowledge of the various asset classes and investment management styles, asset allocation techniques, investment strategies, and strategic tax planning. Ability 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. Strong interpersonal skills – ability to deal effectively with a wide variety of people, and excellent communication skills, both verbal and written. Experience in developing new business using both traditional and alternative investment strategies. Highly motivated and self-starter capable of managing long-term relationships, and initiating and cultivating new client relationships. Desired Qualifications Demonstrated success with managing balanced portfolios for high net worth private clients Must be dedicated to the “client first” principles of the firm and must possess uncompromising personal integrity Must 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 A minimum of 10 years of progressive experience working with sophisticated investors Demonstrated success working with Qualified Purchasers with varying risk profiles A strong network in the Baltimore area is a plus Exceptional investment acumen High analytical expertise tempered by a strong relationship building mentality Exhibits strong interpersonal flexibility Demonstrated exposure to multiple asset classes with the ability to articulate why their strategies are important and applicable to the individual person Is self-motivated Is always a team player Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Gym membership discounts • Fitness event fee reimbursement • Corporate 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. 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 with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.
- 22 Days Ago
Portfolio Manager
- FirstService Residential
-
Forest Hill, MD
FULL_TIME
- Job Overview: As a Portfolio Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire op...
- 1 Month Ago
Project Manager - Product Portfolio
- JLG Industries Inc
-
Hagerstown, MD
FULL_TIME
- About JLG, an Oshkosh company JLG began in 1969, when our founder, John L. Grove set out to resolve growing safety concerns in the construction industry. Since then we have been committed to understan...
- 9 Days Ago
Commercial Portfolio Manager
- CFG Bank
-
Baltimore, MD
FULL_TIME
- Company SummaryCFG Bank, based in Baltimore, Maryland, is a leading financial institution serving the national healthcare and multifamily markets and the Mid-Atlantic region. As the 6th largest bank i...
- 13 Days Ago
Senior Portfolio Manager
- Amyx, Inc.
-
Aberdeen, MD
FULL_TIME
- Overview Amyx is seeking to hire a Senior Portfolio Manager to support Product Lead (PdL) MilTech Solutions information and knowledge management requirements at Aberdeen Proving Grounds in Maryland. T...
- 1 Month Ago
Design Associate - Portfolio Manager
- COPT
-
Columbia, MD
FULL_TIME
- POSITION SUMMARY: A successful candidate in this role is a flexible self-starter, a creative space planner who can balance speed to market with inventive design solutions that meet program and budget ...
- 1 Month Ago
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0 Portfolio Manager jobs found in Owings Mills, MD area
Portfolio Manager
- SOL Capital Management
-
Rockville, MD
- SOL Capital Management’s Investment Committee is adding a Portfolio Manager to our team. The primary function of the Por...
- 6/15/2024 12:00:00 AM
Portfolio Management Associate
- HASI
-
Annapolis, MD
- The Company HASI (NYSE: HASI) is a leading climate positive investment firm that actively partners with clients to deplo...
- 6/15/2024 12:00:00 AM
Manager - Investments
- HASI
-
Annapolis, MD
- Position Summary HASI is currently seeking a Manager with renewable financing experience to join our team. This individu...
- 6/15/2024 12:00:00 AM
Director Portfolio - Management
- HASI
-
Annapolis, MD
- Position Summary HASI is seeking an experienced portfolio management professional in the renewable energy sector to join...
- 6/12/2024 12:00:00 AM
Renewable Energy, Portfolio Management Associate
- Thor Companies
-
Washington, DC
- Associate and Senior Associate required by a renewable energy investment firm based in the DC area. They have $10+ billi...
- 6/12/2024 12:00:00 AM
Portfolio Manager
- RER Solutions, Inc.
-
Washington, DC
- Job Type Full-time Description Do you want to work for a company that cares about you as a person, not just a number? Fo...
- 6/12/2024 12:00:00 AM
Real Estate Asset Manager (CapEx)
- John Evans Recruiting
-
Cockeysville, MD
- The Real Estate Asset Manager with a focus on Capital Expenditures (CapEx) will be responsible for the strategic oversig...
- 6/12/2024 12:00:00 AM
Federal Contracting CPIC / IT Investment Portfolio Specialist
- A1FED, Inc.
-
Washington, DC
- Job Description Job Description A1FED is looking for a CPIC/ IT Investment Portfolio Specialist for our Federal Governme...
- 6/12/2024 12:00:00 AM
About Owings Mills, Maryland
Owings Mills is an unincorporated community and census-designated place in Baltimore County, Maryland, United States. It is a suburb of Baltimore. The population was 30,622 at the 2010 census. Owings Mills is home to the northern terminus of the Baltimore Metro Subway, and housed the Owings Mills Mall until its closure in 2015. It is also home to the Baltimore Ravens' headquarters facility. In 2008, CNNMoney.com named Owings Mills number 49 of the "100 Best Places to Live and Launch."
Owings Mills is located at 39°24′44″N 76°47′35″W / 39.41222°N 76.79306°W / 39.41222; -76.79306 (39.412282,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$118,631 to $164,435
Owings Mills, Maryland area prices
were up 1.5% from a year ago
were up 1.5% from a year ago