Senior Client Portfolio Manager, Brooklyn Direct Indexing

TIAA•New York, NY

1d•$139,000 - $219,000•Onsite

About The Position

The Brooklyn Investment team is building a direct-indexing platform that combines institutional-grade quantitative research, scalable technology, and hands-on client expertise to deliver hyper-personalized, tax-aware portfolios at scale. The Senior Client Portfolio Manager works at the intersection of clients, quantitative research, and technology, translating analytical insights into actionable client outcomes. The role partners with portfolio managers, engineers, and customer success representatives to customize portfolios, communicate performance and risk, and help scale the platform. It requires fluency in markets and the credibility to engage effectively with sophisticated allocators and advisors.

Requirements

At least 5 years of investment and/or client portfolio management experience.
Expertise in equity markets, factor-based risk frameworks, and tax-aware investment strategies.
Practical proficiency in SQL, Python, or other technical abilities to independently manipulate data, conduct analyses, and collaborate effectively with quantitative researchers and software engineers.
Exceptional communication skills, including the ability to move between detailed technical discussions and clear, client-ready narratives tailored to sophisticated audiences.
A proven track record of building and sustaining trust with institutional clients, financial advisors, or other high-caliber allocators.

Nice To Haves

5–10 years of investment and/or client portfolio management experience; 7 or more years preferred.
Quantitative equity SMA experience.
CFA preferred.
University degree preferred.

Responsibilities

Serve as a primary ambassador of the direct-indexing platform by engaging directly with clients and advisors, building trust, and delivering a high-quality investment experience.
Interpret and communicate portfolio data, including exposures, tax trades, drift, and risk, clearly and actionably to sophisticated clients.
Conduct quantitative analyses using Python, including pulling time-series data, diagnosing factor exposures, validating tax trades, and building diagnostic dashboards.
Collaborate with research and engineering teams to translate client needs and feedback into platform features and workflow improvements.
Proactively monitor accounts to identify and act on opportunities related to tax-loss harvesting, portfolio transitions, customization enhancements, and compliance with client-specific investment restrictions.