Responsibilities
- 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.
Skills & Experience Core
- Professional Experience: Two or more years of professional work experience in equities portfolio management or investment operations.
- Education Background: 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.
- 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.
Top Skills
What We Do
Brooklyn Investment Group is an SEC Registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research, a pioneer in building A.I. that understands human preferences through natural language. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for clients.
Over the past five years, Brooklyn Artificial Intelligence Research has developed one of the world’s most powerful A.I. engines for customizing investment portfolios and more than $5 billion has been traded on portfolios created by its A.I. to date.
Our growing team of 15+ quant investors, machine learning researchers, software engineers and regulatory experts comes from top financial institutions and universities.
Brooklyn Investment Group was co-founded by John Nay and Erkko Etula to empower independent financial advisors to thrive in the digital era where personalization and access to crypto unlock client engagement and growth.
What's behind the name?
We’re the Brooklyn Investment Group. Our name honors Brooklyn, NY, which for us symbolizes independence, and the aspiration to innovate. Brooklyn is fueled by the vision, energy, and intelligence of its many entrepreneurs — individuals with purpose, impacting not only markets, but culture at large.
We hope to make a similar impact. Brooklyn is unlike any other investment advisor, built on both investment experience — our CIO formerly served some of the wealthiest families in the world, advising them on hundreds of billions of dollars of investments — and an AI technology platform refined by our CEO over several years, powering billions of dollars of trading in the process.
