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Brooklyn Investment Group · 3 months ago

Senior Client Portfolio Manager

New York, NY

Full-time

Hybrid

Mid, Senior Level

$175K/yr - $225K/yr

3+ years exp

Brooklyn Investment Group is building the next generation of tax-advantaged separately managed accounts (SMAs) that combine quantitative research, technology, and client expertise. The Senior Client Portfolio Manager will translate quantitative insights into client outcomes, collaborating with various teams to customize portfolios and explain performance and risk while engaging directly with clients.

Artificial Intelligence (AI)Machine LearningNatural Language Processing

Responsibilities

Engage directly with clients/advisors as an ambassador of the SMA platform

Interpret portfolio data — exposures, tax trades, drift, risk — and explain in a way clients can act on

Run analyses in Python (pull time series, diagnose factor exposures, validate tax trades, build quick diagnostic dashboards)

Collaborate with research and engineering teams to translate client needs into features and workflow improvements

Proactively monitor accounts for opportunities: tax-loss harvesting, transitions, customization, compliance with restrictions

Qualification

PythonAsset managementWealth managementCFA charterholderEquity marketsFactor riskClient communicationData analysisCollaboration

Required

3+ years experience in asset management, wealth management, or investment consulting with direct client responsibility

Strong command of equity markets, factor risk, and tax-aware investing

Hands-on Python skills — you don't need to be an engineer, but you must be able to slice data, run analyses, and speak the same language as quants and developers

Ability to context-switch between technical deep dives and client-ready narratives

Proven record of earning trust with sophisticated clients/advisors