Investment Strategy Associate, Ethic
$110-140k
+ equity (stock options)
3-5 days a week in office
Sustainable asset manager
Posted today
Sustainable asset manager
101-200 employees
Posted today
$110-140k
+ equity (stock options)
3-5 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
- 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
- Bachelor’s degree in Finance, Economics, or a related field
- 2 - 5 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
- Strong understanding of multi-factor risk models
- Background in and/or understanding of tax-managed portfolio management is strongly preferred
- Experience creating and managing multi-asset portfolios (including fixed income and privates) is preferred
- Background in sustainable investing is preferred, but not required
- Proficiency in analytical tools such as Excel, Python, R, or SQL, with experience in portfolio optimization and performance attribution
- Exceptional attention to detail
What the job involves
- As an Investment Strategy Associate, you will play a critical role in developing and executing customized investment strategies for our clients, with a focus on passive, public multi-asset and equity portfolios
- You will collaborate cross-functionally to innovate and enhance our investment processes, ensuring that they reflect both financial and impact considerations of our clients
- You will also work with various internal teams to review and update portfolio solutions
- Design portfolio constructions and product investment solution for customized, passive, public equity portfolios
- Utilize quantitative risk models and optimization techniques to develop equity portfolios, ensuring they align with client objectives and risk tolerance
- Conduct in-depth investment research and analysis, including risk management, exposure assessment, sensitivity analysis, and the development of multi-factor models
- Collaborate with product team to build out new products and multi-asset investment proposals
- Partner with Relationship Management and Business Development teams to create and implement portfolio solutions for our clients
- Investment research and analysis including risk management, investment exposures, sensitivities, client specific customizations and tax overlays
- Work closely with our technology and sustainability teams to discover and execute on opportunities for innovation and automation throughout the portfolio construction, management and client engagement/reporting processes
- 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
Our take
Ethic is capitalising on two major trends: the democratisation of the financial system through fintechs and a 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, making it easier to ensure their investments match with their personal ethics while still yielding solid returns. Although it faces competition in the ethical investing space from the likes of Algbra, Ethic's product stands out with its user-friendly design, a result of Ethic’s product team working closely with client relationship teams.
Currently the product is centred around direct indexing, a type of asset and wealth management strategy that has gained significant momentum in recent years. If market forces means that momentum stalls, it must ensure that other approaches are accessible and attractive on the platform. However, it has attracted significant investment and is well poised to weather any changes in investor appetite in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Insights
14% employee growth in 12 months
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
(President)Graduated in Economics and Politics from Edinburgh and UCLA.
Johnny Mair
(Strategy & Product)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
(CEO)Worked in M&A Investment Banking at Deutsche Bank from 2010 to 2014 before founding Ethic.
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