Manager, Finance and Trading Operations jobs in United States
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Brooklyn Investment Group · 1 year ago

Manager, Finance and Trading Operations

Brooklyn Investment Group is an SEC Registered Investment Adviser leveraging advanced A.I. technology for investment portfolio optimization. The Manager, Finance and Trading Operations will oversee financial reporting, manage trading allocations, and enhance business processes while collaborating with key stakeholders.

Artificial Intelligence (AI)Machine LearningNatural Language Processing

Responsibilities

Act as a first port of call for all finance-related questions, including monthly, quarterly, and annual financial reporting, and day-to-day financial operations
Liaise with other members of the Brooklyn engineering team, and Brooklyn’s distribution partners, to ensure that client billing processes are streamlined and accurate
Act as the primary point of contact for trade reconciliation, interfacing with our middle office and custodian partners
Partner with the Head of Trading on handling exceptions of trade execution-related matters
Play a leadership role to further automate finance and trade-related processes automation
Regularly and, at times, proactively interact with existing, new, and potential investors, clients, and other strategic stakeholders, in order to enable the company’s growth
Participate in due diligence processes and select compliance projects

Qualification

Corporate FinanceAccountingFinancial ReportingTrade ReconciliationProcess AutomationInterest in Asset Management

Required

Existing background in or enjoy corporate finance and / or accounting
Extremely organized, high energy, and able to balance many moving pieces at once in a fast-paced, dynamic environment
Deep attention to detail
Excellent communication skills, both written and verbal
Independent and able to exercise sound judgment when making time-sensitive decisions
Fast learner that's adaptable and can grasp complex concepts quickly
Bachelor's Degree from a top university or college
Interest in asset and wealth management is a must

Company

Brooklyn Investment Group

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Brooklyn Investment Group was acquired by Nuveen in July 2025.

Funding

Current Stage
Early Stage
Total Funding
unknown
Key Investors
InCrowd Capital
2025-06-17Acquired
2018-04-01Angel

Leadership Team

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Erkko Etula
Co-Founder & CEO
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J.B. Ruhl
Co-Founder
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