Performance Analyst, Ethic
$110-140k
+ Equity (Stock Options)
3+ days a week in office
Sustainable asset manager
Be an early applicant
Sustainable asset manager
101-200 employees
Be an early applicant
$110-140k
+ Equity (Stock Options)
3+ days a week in office
101-200 employees
Company mission
To create personalized sustainability solutions to help investors transition money toward companies that treat people and the planet with respect.
Role
Who you are
- Bachelor's degree in Finance, Economics, or a related field
- 2-6 years of experience in performance/investment analysis or a similar role
- Strong analytical and quantitative skills, including proficiency in Excel and statistical software
- Not required but nice to have are experience in a GIPS-compliant environment, familiarity with reporting tools such as Orion or Advent and any SQL or other coding experience
- Experience with performance attribution tools and data science techniques is a plus
- Excellent communication and interpersonal skills with strong interpersonal interaction capabilities. Not required but nice to have experience preparing client/board facing presentations
- A passion for data-driven decision-making and a commitment to accuracy
- Sharp control/risk mitigation mentality
- 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
- You’re open-minded and value diversity
What the job involves
- As a Performance Analyst, you will be responsible for analyzing the performance of Ethic's investment portfolios and identifying the drivers of returns
- You will use quantitative methods to measure the impact of various factors on portfolio performance, including investment strategies, asset allocation, and market conditions
- You will work closely with data teams to investigate data integrity, with product teams to enhance reporting products and with portfolio managers to understand performance drivers and improve the investment process
- Develop and implement performance attribution models to measure the impact of different factors/allocations on portfolio returns, both direct index equity portfolios and multi-asset model portfolios
- Investigate data integrity issues and take ownership of the performance reporting deliverables
- Become a source of performance, attribution and system knowledge, providing guidance and expertise to business partners
- Analyze portfolio performance data to identify areas for improvement and provide recommendations to the Investment Strategy team
- Conduct in-depth research on investment strategies and asset classes
- Prepare comprehensive performance reports for internal and external stakeholders, including visualizations using tools
- Be a lead on managing Global Investment Performance Standards (GIPS®) composite maintenance, verification, and audits for Ethic
- Take ownership of broader investment related reporting projects such as developing after-tax reporting metrics
- Be a self-starter seeking depth of knowledge into data quality, flows, and relevant systems and tools
- Collaborate with other team members to identify and address performance risks
- Feel comfortable interacting independently on projects and owning internal relationships
- Work in a dynamic team environment with diverse approaches and thinking styles
Our take
Ethic is capitalising on two major trends: the democratisation of the financial system through FinTechs, and the growing awareness among investors about the social impact and costs of where they are putting their money.
Ethic help investors to understand and define their values, gain transparency into their current portfolio, and engage with the real-world impact their investments are having. This makes it easier to ensure their investments match with their personal ethics while still yielding solid returns.
Although the company faces competition in the ethical investing space from the likes of Algbra, Ethic's product stands out with its user-friendly design. The company has attracted significant investment and is smartly poised to weather any changes in investor appetite in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Company
Company benefits
- Medical, dental & vision insurance – premiums 100% covered by Ethic
- 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
Company values
- We believe that capital markets can be a powerful force for good, helping us address the defining issues of our time
- We believe that showing what matters with our dollars is one of the most powerful ways to address the defining issues of our time
- We create personalized sustainability solutions to help investors transition money toward companies that treat people and the planet with respect
- We are a diverse team that combines extensive institutional investing, technology, data, and design expertise
Company HQ
Tribeca, New York, NY
Articles
Leadership
Jay Lipman
(Co-Founder)Graduated in Economics and Politics from Edinburgh and UCLA.
Johnny Mair
(Co-Founder)Previously held Product Manager positions at Imagebrief and Sapient. Also co-founded Collector's Edition. Further, previously worked at J.P Morgan and Deutsche Bank.
Doug Scott
(Co-Founder & CEO)Worked in M&A Investment Banking at Deutsche Bank from 2010 to 2014 before founding Ethic.
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