Customized, tax-smart, and values-aligned investing for advisors and institutions. Learn more about Ethic today. Backed by 500 Global.
About the role
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.
What they're looking for
- 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
More about this role
Sr. Associate - Portfolio Management
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...
Browse similar: Startup jobs · New York