Client Portfolio Manager, Brooklyn Direct Indexing

The Brooklyn Investment team is building the next generation of direct indexing — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. As a Client Portfolio Manager (CPM), you will sit at the intersection of clients, quantitative research, and technology, translating complex analytical insights into actionable client outcomes. You will partner closely with portfolio managers, engineers, and customer success representatives to customize portfolios, communicate performance and risk, and help scale a platform that is redefining wealth management. This is a high-visibility role requiring fluency in markets, proficiency in Python, and the credibility to engage effectively with sophisticated allocators and advisors.

Key Responsibilities and Duties

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