Senior Client Portfolio Manager
Brooklyn Investment GroupNew York, New York, United States
Posted September 25, 2025
175000 - 225000 USD year
Full Time
About the Company
Brooklyn Investment Group, acquired by Nuveen in July 2025, empowers independent financial advisors through investing, equities, quant investing, and systematic investing. Founded by John Nay and Erkko Etula, the company focuses on personalization to enhance client engagement and growth. Named after Brooklyn, NY, it embodies independence and innovation, driven by a vision of impacting both markets and culture.
Job Description
We are building the next generation of tax-advantaged separately managed accounts (SMAs) using a platform that blends quantitative research with client expertise and hand-on coding. The Senior Client Portfolio Manager role involves translating insights into client outcomes, analyzing portfolio data, and collaborating with research and engineering teams to improve the platform.
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 - ability to slice data, analyze, and speak client language.
- Ability to switch between technical and client-ready narratives.
Benefits
- Impact: Help define the future of tax-aware SMAs.
- Exposure: Work alongside leading investment, quant, and fintech professionals.
- Growth: Rapid career trajectory.
