Director of Investment Strategy Investments | New York, NY What you’ll do: As the Director of Investment Strategy, you will oversee the strategic direction and implementation of Ethic’s quantitative investment strategies with a focus on direct indexing separately managed accounts, fund models and unified managed accounts. You will act in a hands-on role, collaborating with key technical and client-facing teams to deliver innovative investment solutions and systems.More specifically you will:<ul><li>Understand client problems and create customized investment solutions across direct indexing, fund models and unified managed accounts.</li><li>Be the subject matter expert to communicate to a wide audience quantitative risk models and multi-factor optimization techniques.</li><li>Present to clients and prospects on investment strategies, performance and Ethic’s foundational systems.</li><li>Stay current on industry trends and regulatory developments related to innovation in quantitative investment management, incorporating this knowledge into Ethic’s investment strategy and solutions.</li><li>Oversee the performance systems across Ethic’s investment book, identifying risks and solutions.</li><li>Conduct in-depth investment research and analysis, including risk management, exposure assessment, sensitivity analysis, client specific customizations, attributions and tax management.</li><li>Collaborate with product teams to solve complex investment problems and build out new products in a scalable and thoughtful way.</li><li>Partner with Business Development and Relationship Management teams to solution complex portfolio asks on behalf of our clients</li><li>Provide leadership insights and overviews across our investment strategies, and performance.</li><li>Regularly document processes, conduct knowledge transfer sessions, and provide training to ensure best practices and continuous improvement across the organization</li></ul>What you’ll bring to the table: <ul><li>Bachelor’s degree in Finance, Economics, or a related field.</li><li>10+ years of experience in asset management/portfolio management, ideally with a background in quantitative investment strategies.</li><li>Excellent verbal and written communication skills, with the ability to convey complex financial concepts to diverse stakeholders.</li><li>Experience working with advisor and institutional clients on investment solutions and presenting to clients on complex financial topics.</li><li>Deep experience with multi-factor risk models and tax-managed portfolio management</li><li>Experience creating and managing multi-asset portfolios.</li><li>Demonstrated leadership and team management skills, with a commitment to mentoring and developing talent.</li><li>Background in sustainable investing is preferred, but not required.</li></ul>Who you are:<ul><li>You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:</li><li>We are In Service of others - our clients, our colleagues, the company, and the world.</li><li>We strive to be World Class - the best at what we do.</li><li>You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems.</li><li>You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team.</li><li>You can communicate clearly and concisely in a variety of mediums.</li><li>You operate with high integrity, doing the right thing when no one is looking.</li><li>You take a long-term view towards contributing to a strong team with a culture of feedback.</li><li>You’re passionate about positively impacting the future of our planet and humanity.</li></ul>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, State Street, 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 &amp; 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-$250,000 per year, commensurate with experience. Our benefits package includes; <ul><li>Medical, dental &amp; vision insurance – premiums 100% covered by Ethic (includes dependents) </li><li>401k with sustainable investment options and a 3.5% employer match</li><li>Unlimited paid time off </li><li>16-weeks of paid parental leave </li><li>An annual $600 wellness &amp; education stipend</li><li>Sponsored employee resource groups</li><li>Regular lunch &amp; learns and volunteering opportunities</li><li>A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely</li></ul>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.

Accelerating the global transition to sustainable investing
We are a technology-driven, sustainable asset manager empowering institutions to create passive investment portfolios specific to their values and financial goals. We are powering the future of sustainable investing.

Director of Investment Strategy 

Director of Investment Strategy&nbsp;Investments | New York, NY&nbsp;What you’ll do: As the Director of Investment Strategy, you will oversee the strategic direction and implementation of Ethic’s quantitative investment strategies with a focus on direct indexing separately managed accounts, fund models and unified managed accounts. You will act in a hands-on role, collaborating with key technical and client-facing teams to deliver innovative investment solutions and systems.More specifically you will:<ul><li>Understand client problems and create customized investment solutions across direct indexing, fund models and unified managed accounts.</li><li>Be the subject matter expert to communicate to a wide audience quantitative risk models and multi-factor optimization techniques.</li><li>Present to clients and prospects on investment strategies, performance and Ethic’s foundational systems.</li><li>Stay current on industry trends and regulatory developments related to innovation in quantitative investment management, incorporating this knowledge into Ethic’s investment strategy and solutions.</li><li>Oversee the performance systems across Ethic’s investment book, identifying risks and solutions.</li><li>Conduct in-depth investment research and analysis, including risk management, exposure assessment, sensitivity analysis, client specific customizations, attributions and tax management.</li><li>Collaborate with product teams to solve complex investment problems and build out new products in a scalable and thoughtful way.</li><li>Partner with Business Development and Relationship Management teams to solution complex portfolio asks on behalf of our clients</li><li>Provide leadership insights and overviews across our investment strategies, and performance.</li><li>Regularly document processes, conduct knowledge transfer sessions, and provide training to ensure best practices and continuous improvement across the organization</li></ul>What you’ll bring to the table:&nbsp;<ul><li>Bachelor’s degree in Finance, Economics, or a related field.</li><li>10+ years of experience in asset management/portfolio management, ideally with a background in quantitative investment strategies.</li><li>Excellent verbal and written communication skills, with the ability to convey complex financial concepts to diverse stakeholders.</li><li>Experience working with advisor and institutional clients on investment solutions and presenting to clients on complex financial topics.</li><li>Deep experience with multi-factor risk models and tax-managed portfolio management</li><li>Experience creating and managing multi-asset portfolios.</li><li>Demonstrated leadership and team management skills, with a commitment to mentoring and developing talent.</li><li>Background in sustainable investing is preferred, but not required.</li></ul>Who you are:<ul><li>You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:</li><li>We are In Service of others - our clients, our colleagues, the company, and the world.</li><li>We strive to be World Class - the best at what we do.</li><li>You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems.</li><li>You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team.</li><li>You can communicate clearly and concisely in a variety of mediums.</li><li>You operate with high integrity, doing the right thing when no one is looking.</li><li>You take a long-term view towards contributing to a strong team with a culture of feedback.</li><li>You’re passionate about positively impacting the future of our planet and humanity.</li></ul>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, State Street, 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 &amp; Benefits:&nbsp;Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits.&nbsp;The base salary for this role will range from $195,000-$250,000 per year, commensurate with experience.&nbsp;Our benefits package includes;&nbsp;<ul><li>Medical, dental &amp; vision insurance – premiums 100% covered by Ethic (includes dependents)&nbsp;</li><li>401k with sustainable investment options and a 3.5% employer match</li><li>Unlimited paid time off&nbsp;</li><li>16-weeks of paid parental leave&nbsp;</li><li>An annual $600 wellness &amp; education stipend</li><li>Sponsored employee resource groups</li><li>Regular lunch &amp; learns and volunteering opportunities</li><li>A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely</li></ul>Location: New York, NY (in-office at least 3 days a week)&nbsp;Submit an application:&nbsp;If you are interested in applying for this role, please submit both a resume and a cover letter below.&nbsp;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.&nbsp;&nbsp;

Director of Investment Strategy

About the Job

About the Company

Ethic

Similar Jobs

Vice President -Investment Banking - M&A

Vice President -Investment Banking - M&A

Senior Vice President/Vice President, Fundraise Management (Infrastructure)

Senior Vice President/Vice President, Fundraise Management (Infrastructure)

Vice President, Financial Planning & Analysis

Vice President, Financial Planning & Analysis

Manager / Director, Transactions & Finance

Manager / Director, Transactions & Finance

Director of Finance and Operations

Director of Finance and Operations

Director - BDC

Director - BDC

Investment Director

Investment Director

Portfolio Manager – Environmental Products

Portfolio Manager – Environmental Products

Head of Asset Management, Water

Head of Asset Management, Water

Investment Adviser Attorney

Investment Adviser Attorney