Senior Client Portfolio Manager

Brooklyn Investment Group; Emeryville (CA); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Brooklyn Investment Group is seeking a Senior Client Portfolio Manager (CPM) in Emeryville, California. In this pivotal role, you will convert quantitative insights into actionable client outcomes while collaborating closely with portfolio managers and engineers.

The ideal candidate has 3+ years of experience in asset management and a hands-on ability to use Python for data analysis. You'll engage directly with clients, enhance their portfolios, and help shape the future of tax-aware investment strategies.

Qualifikationen

• 3+ years of experience in asset management, wealth management, or investment consulting with direct client responsibility.
• Hands-on Python skills; ability to slice data and run analyses.
• Proven record of earning trust with sophisticated clients/advisors.

Aufgaben

• Engage directly with clients/advisors as an ambassador of the SMA platform.
• Run analyses in Python to monitor portfolio data and performance.
• Collaborate with research and engineering teams for feature improvements.

Kenntnisse

Asset management

Wealth management

Client communication

Python

Equity markets knowledge

Ausbildung

CFA charterholder or equivalent advanced credential

Tools

Python

Jobbeschreibung

About Us

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.

The Role

As a Senior Client Portfolio Manager (CPM), you’ll translate quantitative insights into client outcomes and answers. You’ll partner with portfolio managers, engineers, and customer success representatives to customize portfolios, explain performance and risk, and help scale a platform that is redefining wealth management. This is a high‑visibility role where you’ll be trusted to:

• 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

What We're Looking For

• 3+ years of 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

Why Join

• 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