Brooklyn Investment Group

Manager

• 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