Senior Client Portfolio Manager

🕒 September 25, 2025

🏢🏡 New York City – Hybrid

💵 $175k - $225k / year

⏰ Full Time

🟠 Senior

👔 Manager

👻 Ghost score 41%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Brooklyn Investment Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

Finance • Fintech

Brooklyn Investment Group is an SEC Registered Investment Adviser that specializes in custom direct indexing for financial advisors. Co-founded by John Nay and Erkko Etula, the firm is comprised of a growing team of quant investors and software engineers from top financial institutions and universities, focusing on empowering independent financial advisors to thrive in the digital age. The company emphasizes personalization to enhance client engagement and growth, and its expertise includes AI, machine learning, data science, and various investment strategies.

📋 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.