Associate Portfolio Manager
Updated on 1/29/2024
Brooklyn Investment Group

11-50 employees

AI-powered wealth management platform
Company Overview
Brooklyn Investment Group is an SEC Registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research and is on a mission to use this technology combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for clients. Over the past five years, Brooklyn Artificial Intelligence Research has developed an A.I. engine for customizing investment portfolios and more than $5 billion has been traded on portfolios created by its A.I. to date.
AI & Machine Learning
Data & Analytics
Financial Services

Company Stage

Seed

Total Funding

$14.9M

Founded

2016

Headquarters

Brooklyn, New York

Growth & Insights
Headcount

6 month growth

12%

1 year growth

58%

2 year growth

68%
Locations
Brooklyn, NY, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Python
Management
Data Structures & Algorithms
SQL
AWS
CategoriesNew
Software Engineering
Requirements
  • Minimum of 2 years of experience in equities portfolio management, trading, or investment operations
  • Experience with algorithmic trading and transaction cost analysis
  • Proficiency in Python, C#, and SQL
  • Robust understanding of FIX protocol and Order Management Systems
  • Experience interacting with custodian platforms, like Schwab and Fidelity
  • Desire to work in fast-paced environment with a high attention to detail that's at the cutting edge of investment management innovation
Responsibilities
  • Execute trading-related tasks, including order generation/algo selection and supervision of reconciliation processes
  • Act as a liaison and main point-of-contact with our operational partners and custodians
  • Identify and remedy issues with trade execution
  • Automate and test algorithms to ensure efficiency of trade execution across multiple custodians and execution brokers
  • Monitor and analyze execution quality and identify opportunities for improvement
  • Serve as a client-facing point of contact for portfolio management, trading, and reporting
  • Coordinate with portfolio construction team to ensure a seamless client experience
  • Support integration efforts with commercial and distribution partners
  • Implement feature enhancements to trade execution system
Desired Qualifications
  • Experience with AWS is a plus