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Full-Time

Portfolio Management Engineer

Confirmed live in the last 24 hours

Brooklyn Investment Group

Brooklyn Investment Group

11-50 employees

Direct indexing platform for financial advisors

Data & Analytics
Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$150k - $200kAnnually

+ Equity Options

Mid

Brooklyn, NY, USA

Category
Investment Banking
Finance & Banking
Required Skills
Python
Management
Requirements
  • Two or more years of professional work experience in equities portfolio management or investment operations.
  • Bachelor's or Master’s degree in a quantitative discipline such as mathematics, natural sciences, engineering, computer science, or economics.
  • Proficiency in Python programming with advanced skills and adherence to industry best practices.
  • Experience interacting with custodian platforms like Schwab and Fidelity, order management systems, and trade execution (advantageous).
Responsibilities
  • Act as a bridge between portfolio management and trading teams, serving as the primary point of contact for operational partners and custodians.
  • Take part in the implementation of enhancements to the portfolio management platform based on stakeholder feedback and industry benchmarks.
  • Coordinate closely with portfolio construction teams to ensure alignment between client objectives and investment strategies.
  • Serve as a primary point of contact for clients regarding portfolio management, trading, and reporting.
Brooklyn Investment Group

Brooklyn Investment Group

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Brooklyn Investment Group offers a direct indexing platform for financial advisors, providing fully personalized separately managed accounts (SMAs) powered by their Bespoke AI™ technology. The platform also includes tax loss harvesting and institutional grade portfolio management, supported by a team of quant investors and software engineers from top financial institutions and universities.

Company Stage

Seed

Total Funding

$14.9M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

7%

1 year growth

21%

2 year growth

64%