Portfolio Manager

ethic.com (new); New York (NY); On-site; USD 140,000 - 150,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401k with match

Unlimited PTO

Parental leave

Job summary

Ethic in New York, NY is seeking a Sr. Associate Portfolio Manager to join a team that cares about clients and the investing process.

You’ll own end-to-end portfolio construction, analysis, and trade execution for direct indexing equity and multi-asset portfolios, collaborating with multiple Ethic teams to deliver precise, customized results. Ideal candidates have 4+ years in portfolio management, strong attention to detail, clear communication, and a collaborative mindset.

Qualifications

• 4+ years of experience in portfolio management, investments, or a related field.
• Solid foundation in portfolio construction, trade execution, and investment operations.
• Sharp attention to detail with a track record of accurate, timely work.
• Clear, confident communication across multiple mediums.
• A collaborative team player who can juggle priorities under pressure.
• Ability to thrive in a fast-paced environment and adapt to shifting priorities.

Responsibilities

• Own the end-to-end portfolio process, from construction and analysis to trade execution, ensuring client experience is seamless.
• Serve as a reliable point of contact for clients and internal teams, bringing quantitative investing expertise to interactions.
• Partner across teams to share insights and drive improvements to client experience and operations.
• Contribute to a culture where teammates are empowered to do their best work.

Skills

Experience in PM

Portfolio construction

Trade execution

Attention to detail

Clear communication

Team collaboration

Job description

Sr. Associate - Portfolio Management
Location: New York, NY (in office at least 3 days a week)

What you’ll do:

You’ll be joining a team that genuinely cares about what we do and how we do it. As a Sr. Associate Portfolio Manager, you’ll be playing a key role in the day-to-day work that drives real outcomes for our clients, using quantitative risk models to optimize direct indexing equity and multi-asset portfolios. You’ll collaborate with multiple teams across Ethic, bringing precision and care to everything you touch while continuously building better ways to deliver a seamless, customized investing experience. More specifically you’ll:

• Own the end-to-end portfolio process, from construction and analysis to trade execution, ensuring every detail is right and every client experience is seamless
• Serve as a reliable point of contact for clients and internal teams, bringing subject matter expertise in quantitative investing to every interaction
• Partner across teams to share insights, tackle problems together, and drive meaningful improvements to both client experience and operational efficiency
• Show up for your teammates and contribute to a culture where everyone is empowered to do their best work

This position requires the candidate to obtain and pass the Series 65 examination within the first 90 days of employment, unless the license is already held prior to their start date.

Who you are:

• You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:

  • We are In Service of others - our clients, our colleagues, the company, and the world.
  • We strive to be World Class - the best at what we do.

• You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems.

• You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team.

• You can communicate clearly and concisely in a variety of mediums.

• You operate with high integrity, doing the right thing when no one is looking.

• You take a long-term view towards contributing to a strong team with a culture of feedback.

• You’re passionate about positively impacting the future of our planet and humanity.

What you’ll bring to the table:

• 4+ years of experience in portfolio management, investments, or a related field
• A solid foundation in portfolio construction, trade execution, and investment operations
• Sharp attention to detail with a track record of accurate, timely work
• Clear, confident communication skills across multiple mediums
• A collaborative team player who can juggle priorities and stay composed under pressure
• The ability to thrive in a fast-paced environment, adapting quickly to shifting priorities without losing sight of the details that matter

About Ethic:

Ethic delivers customized, tax-smart and values aligned investing for advisors and institutions. We provide the intelligent infrastructure and institutional expertise required to manage customized portfolios with precision and scale. Our vision is a future where everyone can invest with intention.

Today, we manage over $10 billion in assets and serve over 350 firms. We’re backed by investors including Oak HC/FT, Nyca, Fidelity, UBS, State Street, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City.

We are a purpose-driven team that brings deep expertise in institutional investing, technology, and design.

Compensation & Benefits:

Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits.

The base salary for this role will range from $140,000-$150,000 per year, commensurate with experience.

Our benefits package includes;

• Medical, dental & vision insurance – premiums 100% covered by Ethic (includes dependents)
• 401k with sustainable investment options and a 3.5% employer match
• Unlimited paid time off
• 16-weeks of paid parental leave
• An annual $600 wellness & education stipend
• Annual $1,000 professional development reimbursement
• 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 (in-office at least 3 days a week)

Ethic values the diversity of our team and welcomes applications from all backgrounds and life experiences.