Director of Investment Strategy

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 multi-asset investing. 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 problems and develop comprehensive investment solutions across direct indexing, multi-asset and sustainability principles that align with Ethic’s mission and growth
• Design portfolio constructions and product investment solutions 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 equity and multi-asset 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, tax overlays and the development of multi-factor models.
• 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 create and implement portfolio solutions for our clients
• 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.
• 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 (including fixed income and privates) 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

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 $195,000-$225,000 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.