Portfolio Management Engineer
About the job
- Two or more years of professional work experience in equities portfolio management or investment operations.
- A bachelor's or master's degree from a leading institution in a quantitative discipline such as mathematics, natural sciences, engineering, computer science, or economics.
- Advanced proficiency in Python programming and application of software development best practices to produce clean, modular, and efficient code.
- Experience interacting with custodian platforms such as Schwab and Fidelity, familiarity with order management systems, and experience with trade execution involving algorithmic solutions are advantageous but not mandatory.
- Act as a bridge between portfolio management and trading teams and serve as the primary point of contact for operational partners and custodians to coordinate and execute trades smoothly.
- Participate in implementing enhancements to the portfolio management platform, using stakeholder feedback and industry benchmarks to improve functionality, reliability, and scalability while maintaining user experience.
- Coordinate with portfolio construction teams to align client objectives and investment strategies and facilitate a seamless client experience throughout the investment lifecycle.
- Serve as a primary point of contact for clients regarding portfolio management, trading, and reporting, provide timely updates, and address inquiries or concerns.
- Experience interacting with custodian platforms such as Schwab and Fidelity, familiarity with order management systems, and experience with trade execution involving algorithmic solutions.
About the company
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
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Simplify's Take
What believers are saying
- Nuveen said Brooklyn AUM reached $8.1 billion by July 17, 2026.
- Advisor count more than doubled and accounts rose over 600% since June 2025.
- Nuveen integrated alternatives and interval funds, broadening Brooklyn's appeal beyond basic direct indexing.
What critics are saying
- Nuveen now owns Brooklyn, so strategy changes rest with a larger parent.
- Tax-advantaged long-short SMAs add complexity and compliance risk for advisors and clients.
- BlackRock, Parametric, and Fidelity can outspend Brooklyn on distribution and technology.
What makes Brooklyn Investment Group unique
- Nuveen acquired Brooklyn in June 2025, validating its direct-indexing technology.
- Brooklyn combines AI, custom multi-asset portfolios, and automated tax-loss harvesting for advisors.
- Its white-label platform serves RIAs needing personalized equity, fixed income, and crypto SMAs.
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Benefits
- Stock Options