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Portfolio Manager



Sales & Business Development
New York, NY, USA
Posted on Monday, June 3, 2024

What you’ll do:

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.

Our benefits package includes;

  • Medical, dental & vision insurance – premiums 100% covered by Ethic
  • Unlimited paid time off
  • 16-weeks of paid parental leave
  • An annual wellness & education stipend
  • Sponsored employee resource groups
  • 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.