Investment Strategy Associate

What you’ll do: 

As an Investment Strategy Associate, you will play a critical role in developing and executing customized investment strategies for our clients, with a focus on passive, public multi-asset and equity portfolios. 

You will collaborate cross-functionally to innovate and enhance our investment processes, ensuring that they reflect both financial and impact considerations of our clients. You will also work with various internal teams to review and update portfolio solutions.

More specifically you will:

• Design portfolio constructions and product investment solution for customized, passive, public equity portfolios
• Utilize quantitative risk models and optimization techniques to develop equity portfolios, ensuring they align with client objectives and risk tolerance
• Conduct in-depth investment research and analysis, including risk management, exposure assessment, sensitivity analysis, and the development of multi-factor models.
• Collaborate with product team to build out new products and multi-asset investment proposals
• 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
• 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
• Prepare comprehensive investment reports and presentations, using data visualization to communicate insights to internal and external stakeholders
• Regularly document processes, conduct knowledge transfer sessions, and provide training to ensure best practices and continuous improvement across the organization

Who you are: 

• You prioritize building strong relationships, and enjoying the journey 
• You’re kind, curious, and interested in other people’s perspectives
• You enjoy solving hard problems and learning from others along the way
• You’re inventive and excited about building something new 
• You’re passionate about positively impacting the future of our planet and humanity

What you’ll bring to the table: 

• Bachelor’s degree in Finance, Economics, or a related field
• 2 - 5 years of experience in asset management/portfolio management, ideally with a background in quantitative investment strategies
• Excellent verbal and written communication skills, with the ability to convey complex financial concepts to diverse stakeholders.
• Strong understanding of multi-factor risk models
• Background in and/or understanding of tax-managed portfolio management is strongly preferred
• Experience creating and managing multi-asset portfolios (including fixed income and privates) is preferred
• Background in sustainable investing is preferred, but not required
• Proficiency in analytical tools such as Excel, Python, R, or SQL, with experience in portfolio optimization and performance attribution.
• Exceptional attention to detail
• 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 for this role will range from $110,000-$140,000 per year, commensurate with experience. 

Our benefits package includes; 

• Medical, dental & vision insurance – premiums 100% covered by Ethic 
• 401k with sustainable investment options and a 3.5% employer match
• 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 (in-office at least 3-5 days a week) 

Submit an application: 

If you are interested in applying for this role, please submit both a resume and a cover letter below. 

Ethic values the diversity of our team and welcomes 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.