Senior Client Portfolio Manager

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🕒 September 25, 2025

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Brooklyn Investment Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

Brooklyn Investment Group is an SEC Registered Investment Adviser.

📋 Description

• 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.

🎯 Requirements

• 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. • CFA charterholder, or equivalent advanced credential preferred.

🏖️ Benefits

• Impact: Help define the future of tax-aware SMAs. • Exposure: Work alongside leading investment, quant, and fintech professionals. • Growth: Rapid career trajectory in a high-visibility, high-growth business. • Culture: Entrepreneurial, collaborative, and relentlessly client-focused.