Senior Client Portfolio Manager
$175k - $225kBrooklyn Investment Group
Senior Client Portfolio Manager (CPM)
As a Senior Client Portfolio Manager (CPM), you'll translate quantitative insights into client outcomes and answers. You'll partner with portfolio managers, engineers, and customer success representatives, to customize portfolios, explain performance and risk, and help scale a platform that is redefining wealth management. This is a high-visibility role where you'll be trusted to:
- Engage directly with clients/advisors as an ambassador of the SMA platform.
- Interpret portfolio data — exposures, tax trades, drift, risk — and explain in a way clients can act on.
- Run analyses in Python (pull time series, diagnose factor exposures, validate tax trades, build quick diagnostic dashboards).
- Collaborate with research and engineering teams to translate client needs into features and workflow improvements.
- Proactively monitor accounts for opportunities: tax-loss harvesting, transitions, customization, compliance with restrictions.
What we're looking for:
- 3+ years experience in asset management, wealth management, or investment consulting with direct client responsibility.
- Strong command of equity markets, factor risk, and tax-aware investing.
- Hands-on Python skills — you don't need to be an engineer, but you must be able to slice data, run analyses, and speak the same language as quants and developers.
- Ability to context-switch between technical deep dives and client-ready narratives.
- Proven record of earning trust with sophisticated clients/advisors.
- CFA charterholder, or equivalent advanced credential preferred.
Why join:
- Impact: Help define the future of tax-aware SMAs.
- Exposure: Work alongside leading investment, quant, and fintech professionals.
- Growth: Rapid career trajectory in a high-visibility, high-growth business.
- Culture: Entrepreneurial, collaborative, and relentlessly client-focused.
$175,000 - $225,000 a year
Vacancy posted 8 hours ago
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