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Fintech • Social Impact • Financial Services
As the Director of Client Portfolio Management, you will lead the portfolio solution process for Ethic’s institutional clients, ensuring alignment with their sustainability and investment goals. Responsibilities include conducting portfolio reviews, collaborating with various teams, managing client relationships, and identifying process improvements. You'll communicate Ethic’s value propositions effectively and possess a strong knowledge of sustainable investing.
Fintech • Social Impact • Financial Services
The Investment Operations Analyst/Associate handles portfolio accounting, trade management, and ensures accurate reconciliations. They collaborate with custodians and service providers, support client onboarding, and improve operational processes. This role requires analytical skills and effective communication with various stakeholders.
Fintech • Social Impact • Financial Services
As an Associate Portfolio Manager, you will manage multi-asset model portfolios for clients, focusing on asset allocation, performance monitoring, and investment strategy analysis. You’ll collaborate with investment and technology teams to innovate and improve portfolio management processes and contribute to relationship management and business development.
