Brooklyn Investment Group is building the next generation of tax-advantaged separately managed accounts. They are seeking a Senior Client Portfolio Manager to translate quantitative insights into client outcomes and collaborate with various teams to customize portfolios and explain performance and risk.

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

Senior Client Portfolio Manager

Key skills

About this role

Responsibilities: