Senior Client Portfolio Manager

Brooklyn Investment Group • New York, NY

90d • $175,000 - $225,000

About The Position

We are building the next generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. We're not looking for a “relationship manager.” We’re looking for an investment athlete who can sit at the intersection of clients, quants, and code — people who are fluent in markets, comfortable in Python, and credible in front of sophisticated allocators.

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.

Nice To Haves

• CFA charterholder, or equivalent advanced credential preferred.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees