Full-Time

Portfolio Management Engineer

Posted on 4/14/2025

Brooklyn Investment Group

Brooklyn Investment Group

11-50 employees

Platform for customized crypto and equity portfolios

Compensation Overview

$125k - $160k/yr

+ Equity Options

Junior, Mid

Brooklyn, NY, USA

Hybrid position, requiring some in-office presence.

Category
Quantitative Analysis
Algorithm Development
Quantitative Finance
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.
  • Demonstrate an advanced level of skill in Python programming. Follow industry best practices in software development, ensuring code is clean, modular, and efficient.
  • Desire to work in a fast-paced environment with meticulous attention to detail, striving to stay at the forefront of innovation in investment management.
Responsibilities
  • Act as a bridge between portfolio management and trading teams, serving as the primary point of contact for operational partners and custodians, lending to smooth coordination and execution of trades.
  • Take part in the implementation of enhancements to the portfolio management platform, utilizing stakeholder feedback and industry benchmarks to enhance functionality, reliability, and scalability, all while maintaining a top-notch user experience.
  • Coordinate closely with portfolio construction teams to ensure alignment between client objectives and investment strategies, facilitating a seamless experience for clients throughout the investment lifecycle.
  • Serve as a primary point of contact for clients regarding portfolio management, trading, and reporting, offering timely updates and addressing any inquiries or concerns to maintain a high level of client satisfaction.
Desired Qualifications
  • Experience interacting with custodian platforms, such as Schwab and Fidelity, familiarity with order management systems, and trade execution, involving algorithmic solutions.
Brooklyn Investment Group

Brooklyn Investment Group

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Brooklyn connects traditional financial advisors with digital wealth management by offering a platform that combines customized crypto and equity portfolios. Their main product is Separately Managed Accounts (SMAs), which are tailored to meet the specific needs of clients. Brooklyn's platform includes an automated tax loss harvesting service that identifies opportunities to sell investments at a loss to offset gains, enhancing after-tax returns. The company stands out by providing professional risk management led by a Chief Investment Officer with extensive experience, using proprietary trading signals to actively manage risk. Brooklyn's goal is to empower financial advisors with advanced tools and services that improve investment outcomes for their clients.

Company Size

11-50

Company Stage

Seed

Total Funding

$14.9M

Headquarters

New York City, New York

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • AI-driven personalized financial advice can enhance Brooklyn's advisory services.
  • The rise of DeFi offers opportunities for new crypto-based financial products.
  • Fractional investing could attract younger investors to Brooklyn's platform.

What critics are saying

  • Increased competition from AI-driven platforms like Wealthfront and Betterment.
  • Volatility in the cryptocurrency market affects Brooklyn's crypto portfolios.
  • Regulatory scrutiny on AI and fintech companies is increasing.

What makes Brooklyn Investment Group unique

  • Brooklyn integrates crypto and equity portfolios for financial advisors.
  • The platform offers automated tax loss harvesting to enhance after-tax returns.
  • Brooklyn's leadership has experience from top-tier financial institutions like Goldman Sachs.

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Benefits

Stock Options

Growth & Insights and Company News

Headcount

6 month growth

3%

1 year growth

3%

2 year growth

8%
Slater Sentinel
Mar 29th, 2025
Prudential Financial Inc. Has $10.99 Million Position in Bio-Techne Co. (NASDAQ:TECH)

Brooklyn Investment Group acquired a new stake in Bio-Techne in the third quarter valued at about $39,000.

ETF Daily News
Mar 27th, 2025
Thrivent Financial for Lutherans Has $3.53 Million Stock Holdings in Old Republic International Co. (NYSE:ORI)

Finally, Brooklyn Investment Group purchased a new stake in Old Republic International in the 3rd quarter worth about $48,000.

Slater Sentinel
Mar 22nd, 2025
Natixis Advisors LLC Reduces Stake in Toll Brothers, Inc. (NYSE:TOL)

Brooklyn Investment Group purchased a new stake in Toll Brothers in the 3rd quarter worth approximately $27,000.

ETF Daily News
Mar 21st, 2025
Farther Finance Advisors LLC Boosts Position in Lamar Advertising (NASDAQ:LAMR)

Brooklyn Investment Group purchased a new stake in Lamar Advertising in the 3rd quarter valued at about $25,000.

MarketBeat
Mar 16th, 2025
Charles Schwab Investment Management Inc. Grows Holdings in Enphase Energy, Inc. (NASDAQ:ENPH)

Finally, Brooklyn Investment Group purchased a new stake in Enphase Energy in the third quarter worth about $55,000.