Full-Time

Portfolio Management Engineer

Updated on 4/10/2024

Brooklyn Investment Group

Brooklyn Investment Group

11-50 employees

AI-driven direct indexing investment platform

Data & Analytics
AI & Machine Learning
Financial Services

Compensation Overview

$150,000 - $200,000Annually

+ Equity

Junior, Mid

Brooklyn, NY, USA

Required Skills
Python
Requirements
  • Two or more years of professional work experience in equities portfolio management or investment operations.
  • Bachelor's or Master’s degree from a leading institution in a quantitative discipline, such as mathematics, natural sciences, engineering, computer science, or economics.
  • Proficiency in Python
  • Experience interacting with custodian platforms, such as Schwab and Fidelity, familiarity with order management systems, and trade execution
Responsibilities
  • Ongoing Portfolio Management
  • Platform Enhancements
  • Collaborative Coordination
  • Client Service

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

Brooklyn, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

8%

1 year growth

28%

2 year growth

58%