What you’ll do:
As the Director of Investment Strategy, you will oversee the strategic direction and implementation of Ethic’s investment initiatives with a focus on direct indexing and sustainable ETF and mutual fund model portfolio management. You will act in a hands-on role, collaborating with engineering, sustainability, and client-facing teams to deliver innovative and tailored investment solutions that align with Ethic’s mission.
More specifically you will:
- Understand client challenges and create tailored investment solutions across direct indexing, ETFs, and mutual fund model portfolio management, aligning with Ethic's mission and growth objectives..
- Design investment products and investment strategies for customized, passive, public equity portfolios.
- Be the subject matter expert to communicate to a wide audience the quantitative risk models and optimization techniques used to manage direct indexing, ETF and mutual fund portfolios.
- Stay current on industry trends and regulatory developments related to direct indexing, tax management and sustainable investing, incorporating this knowledge into Ethic’s investment strategy.
- Oversee the performance of Ethic’s investment book, identifying risks and solutions.
- Conduct in-depth investment research and analysis, including risk management, exposure assessment, sensitivity analysis, client specific customizations and tax management such as ETF tax loss harvesting.
- Collaborate with product teams to solve complex investment problems and build out new products in a scalable and thoughtful way.
- Partner with Relationship Management and Business Development teams to solution complex portfolio asks on behalf of our clients
- Prepare materials for the board and investment committee, providing insights and updates on investment strategies, performance, and key decisions.
- Regularly document processes, conduct knowledge transfer sessions, and provide training to ensure best practices and continuous improvement across the organization
- Present to clients on investment strategies, products and performance.
What you’ll bring to the table:
- Bachelor’s degree in Finance, Economics, or a related field.
- 10+ 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.
- Experience working with institutional clients on investment solutions and presenting to clients on complex financial topics.
- Experience with multi-factor risk models and tax-managed portfolio management
- Experience creating and managing multi-asset portfolios is preferred.
- Demonstrated leadership and team management skills, with a commitment to mentoring and developing talent.
- Background in sustainable investing is preferred, but not required.
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
About Ethic:
We at Ethic partner with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our technology enables sophisticated investment solutions through a simple and engaging client experience. We empower advisors and institutions to deliver investments that reflect what matters most to them and their clients.
We're backed by investors including Oak HC/FT, Nyca Partners, Fidelity, UBS, Jordan Park Group, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City.
Our team is committed to fostering an environment that brings together diverse voices, perspectives, and lived experiences. We are striving to drive positive outcomes for investors and to contribute to a more sustainable and prosperous future for the world.
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 $195,000-$225,000 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
- 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)
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.
Top Skills
What the Team is Saying
What We Do
A technology-driven asset manager and registered investment advisor delivering personalized investment solutions that are tailored to reflect individual sustainability and financial priorities.
Headquartered in New York City, our growing team brings a diverse set of backgrounds and experiences. Together, we are on a mission to help create a future where all investing is sustainable investing.
Why Work With Us
We’re a mission-driven team that welcomes & embraces diverse perspectives, with a collaborative work environment and inclusive workplace policies. We are committed to taking care of people and the planet, which is why we’ve built a team committed to solving big problems, creating a positive impact— and having a whole lot of fun along the way.
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Ethic Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
