Full-Time
Portfolio Management Engineer
Brooklyn Investment Group
11-50 employees
Fintech platform for advisor crypto-equity SMAs
Compensation Overview
$125k - $160k/yr
New York, NY, USA
Hybrid
 Quantitative Finance (1) |
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- 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: Demonstrate an advanced level of skill in Python programming. Follow industry best practices in software development, ensuring code is clean, modular, and efficient.
- Professional Attributes: Desire to work in a fast-paced environment with meticulous attention to detail, striving to stay at the forefront of innovation in investment management.
- Ongoing Portfolio Management: 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.
- Platform Enhancements: 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.
- Collaborative Coordination: 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.
- Client Service: 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.
- Experience interacting with custodian platforms, such as Schwab and Fidelity, familiarity with order management systems, and trade execution, involving algorithmic solutions, are advantageous but not mandatory.
Brooklyn Investment Group builds a platform for financial advisors to manage client wealth through Separately Managed Accounts (SMAs) that combine crypto and traditional equity investments. The platform enables advisors to customize portfolios for each client, charge fees for platform access and portfolio management, and automate tax loss harvesting to boost after-tax returns. A Chief Investment Officer-led team delivers professional risk management and trading using proprietary signals, with experience from major institutions and a focus on disciplined risk controls. The company differentiates itself by integrating crypto and equity in SMAs, offering daily automated tax loss harvesting across both coins and stocks, and by leveraging a seasoned, ML-aware leadership and quantitative engineers. Brooklyn’s goal is to bridge traditional financial advisory services with digital wealth management, giving advisors advanced tools to optimize returns and manage risk for their clients.
Company Size
11-50
Company Stage
Seed
Total Funding
$14.9M
Headquarters
New York City, New York
Founded
2016
Simplify's Take
What believers are saying
- Nuveen's June 2025 acquisition accesses $1.3 trillion AUM.
- 2023 partnership scales direct indexing across advisor networks.
- TIAA Ventures co-investment validates technology capabilities.
What critics are saying
- Integration fails, delaying alternatives rollout in 12-18 months.
- SEC fines hit AI signals and crypto SMAs in 6-12 months.
- PhDs defect to Bitwise, crippling innovation in 18-24 months.
What makes Brooklyn Investment Group unique
- Brooklyn integrates AI-driven crypto and equity SMAs for advisors.
- Automated daily tax-loss harvesting boosts after-tax returns.
- Proprietary signals enable professional risk management.
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Benefits
Stock Options
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 4%2 year growth
↑ 4%Brooklyn Investment Group acquired a new stake in iShares MSCI China ETF in the 1st quarter worth approximately $60,000.
Brooklyn Investment Group acquired a new stake in Cracker Barrel Old Country Store in the 1st quarter valued at about $30,000.
Brooklyn Investment Group acquired a new stake in Ramaco Resources in the first quarter valued at $25,000.
Nuveen is acquiring Brooklyn Investment Group and its parent technology company to expand in direct indexing, a growing investment management area. Direct indexing allows for tax advantages and portfolio customization. Nuveen aims to integrate alternatives and lifetime income into tax-advantaged offerings, enhance client experience, and use Brooklyn's technology. Nuveen, a TIAA subsidiary, managed $1.3 trillion in assets as of March 31. Terms of the deal were not disclosed.
Brooklyn Investment Group acquired a new stake in Apogee Therapeutics in the 1st quarter valued at about $42,000.