The Brooklyn Investment team is building the next generation of direct indexing - 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. As a Sr. Client Portfolio Manager (CPM), you will sit at the intersection of clients, quantitative research, and technology, translating complex analytical insights into actionable client outcomes. You will partner closely with portfolio managers, engineers, and customer success representatives to customize portfolios, communicate performance and risk, and help scale a platform that is redefining wealth management. This is a high-visibility role requiring fluency in markets, and the credibility to engage effectively with sophisticated allocators and advisors.
Key Responsibilities and Duties- 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 - in a clear and actionable manner for a sophisticated client audience.
- 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.
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
Career Level 8IC
Required Qualifications:
- Minimum of 5+ years of investment and/or client portfolio management experience.
Preferred Qualifications:
- 5-10 years of investment and/or client portfolio management experience.
- Quantitative equity SMA experience.
- Demonstrated expertise in equity markets, factor-based risk frameworks, and tax-aware investment strategies.
- Practical proficiency in SQL, Python or other technical ability to independently manipulate data, conduct analyses, and collaborate effectively with quantitative researchers and software engineers.
- Exceptional communication skills with the ability to move fluidly between detailed technical discussions and clear, client-ready narratives tailored to sophisticated audiences.
- Proven track record of building and sustaining trust with institutional clients, financial advisors, or other high-caliber allocators.
- CFA preferred.
Anticipated Posting End Date:2026-11-17
Base Pay Range: $139,000/yr - $219,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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