Data Scientist - AML @ Cross River
Cross River
PythonSQL
Senior Client Portfolio Manager
Brooklyn Investment Group
full-time
Posted on:
Origin: • 🇺🇸 United States • New York
Visit company websiteSalary
💰 $175,000 - $225,000 per year
Job Level
Senior
Tech Stack
Python
About the role
- 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.
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 — 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.
