As a Portfolio Manager, you'll work with other members of the Investment and Engineering teams to refine, enhance and build best-in-class portfolio management capabilities covering thousands of accounts. You'll partner with other members of the Ethic team to design and implement customized strategies and proposals for our end clients. Additionally, working with us, you'll…
Own and execute on portfolio constructions, rebalancing, performance monitoring and investment strategy analysis for customized, passive, public equity portfolios
Use quantitative risk models and optimization techniques to manage equity portfolios
Design, implement and QA end-to-end new investment process functionalities and improvements
Work closely with our technology and sustainability teams to discover and execute on opportunities for innovation and automation throughout the portfolio construction, management and client engagement/reporting processes
Partner with Relationship Management and Business Development teams to create and implement portfolio solutions for our clients
Investment research and analysis including risk management, investment exposures, sensitivities, client specific customizations and tax overlays
Regular knowledge transfer within team and across organization through process and flow documentation, office hours, learning sessions
Who you are:
You're passionate about positively impacting the future of our planet and humanity
You're independent and comfortable working at a small, fast-paced startup
You're kind, curious, and interested in other people's perspectives
You're inventive and excited about building something new
You're open-minded and value diversity
What you'll bring to the table:
3 - 8 years of experience in asset management/portfolio management, ideally with a background in quantitative investment strategies
Experience with multi-factor risk models
Background in and/or understanding of tax-managed portfolio management is strongly preferred
Understanding of investment operations including trading, execution, reconciliation and performance
Experience creating and managing multi-asset portfolios (including fixed income and privates) is preferred
Solid investment fundamentals and strong interest in financial markets
Exceptional attention to detail
Excellent verbal and written communication skills with an ability to explain complex financial concepts to a variety of stakeholders from business development, to engineers, to advisor clients
Background in sustainable investing is preferred, but not required
About Ethic:
Ethic is working toward a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.
Our team is committed to fostering an environment that brings together many different voices, perspectives and lived experiences to accelerate the global transition to sustainable investing.
Compensation & Benefits:
Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits.
The base salary will range from $110,000 - $150,000 per year, commensurate with experience.
Regular lunch & learns and volunteering opportunities
A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely
Location: New York, NY
Submit an application:
If you are interested in applying for this role, please submit both a resume, a cover letter, and a link to your portfolio below.
Ethic values the diversity of our team and encourages applications from all backgrounds and life experiences. In order to continuously grow a diverse team, we are taking a data-driven approach to understanding and iterating our hiring practices. Please complete the demographic survey below to support us in doing so.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Technology, Information and Internet
Referrals increase your chances of interviewing at Ethic by 2x