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.

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Focus: Mitigation or Adaptation

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Empowering value-driven, sustainable investments with advanced technology.

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 ETF and mutual fund model portfolio management. 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:<ul style="text-align:left;"><li>Understand client challenges and create tailored investment solutions across direct indexing, ETFs, and mutual fund model portfolio management, aligning with Ethic's mission and growth objectives..</li><li>Design investment products and investment strategies for customized, passive, public equity portfolios.</li><li>Be the subject matter expert to communicate to a wide audience the quantitative risk models and optimization techniques used to manage direct indexing, ETF and mutual fund portfolios.</li><li>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.</li><li>Oversee the performance of 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 and tax management such as ETF tax loss harvesting.</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 Relationship Management and Business Development teams to solution complex portfolio asks on behalf of our clients</li><li>Prepare materials for the board and investment committee, providing insights and updates on investment strategies, performance, and key decisions.</li><li>Regularly document processes, conduct knowledge transfer sessions, and provide training to ensure best practices and continuous improvement across the organization</li><li>Present to clients on investment strategies, products and performance.</li></ul>What you’ll bring to the table: <ul style="text-align:left;"><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 institutional clients on investment solutions and presenting to clients on complex financial topics.</li><li>Experience with multi-factor risk models and tax-managed portfolio management</li><li>Experience creating and managing multi-asset portfolios is preferred.</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 style="text-align:left;"><li>You’re passionate about positively impacting the future of our planet and humanity</li><li>You’re independent and comfortable working at a small, fast-paced startup </li><li>You’re kind, curious, and interested in other people’s perspectives</li><li>You’re inventive and excited about building something new</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, 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-$225,000 per year, commensurate with experience. Our benefits package includes; <ul style="text-align:left;"><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.

Director of Investment Strategy 

What you’ll do: As a Client Relationship Manager at Ethic you will develop and cultivate strong relationships with RIAs, ensuring excellent client experience at each phase of the client journey from the initial introduction of Ethic through the portfolio management process. More specifically you will;<ul><li>Work both independently as well as collaboratively with other Growth team members to cultivate strong client relationships and build trust with RIAs</li><li>Deeply understand clients needs and successfully communicate Ethics value proposition and products</li><li>Align stakeholders, both internally and externally, on the right Ethic solution for the client </li><li>Oversee the execution of ongoing account service requests in a timely fashion, ensuring advisors have a great experience</li><li>Proactively identify opportunities for process improvement, automation, and enhancing the client experience through partnering closely with our product and investments teams.</li><li>Cultivate strong client-centric relationships in order to accelerate the transition to sustainable investing </li></ul>Who you are: <ul><li>You’re passionate about positively impacting the future of our planet and humanity</li><li>You’re independent and comfortable working at a small, fast-paced environment </li><li>You’re kind, curious, and interested in other people’s perspectives</li><li>You’re inventive and excited about building something new</li><li>You’re open-minded and value diversity</li><li>You’re a proactive and creative thinker</li><li>You’re comfortable with ambiguity and are naturally inclined to help solve problems/close gaps</li></ul>What you’ll bring to the table: <ul><li>4-6 year of experience in a client facing role at a financial services firm</li><li>Strong knowledge of equity investments</li><li>Experience working with financial advisors</li><li>Excellent attention to detail</li><li>Excellent organizational skills with an ability to multitask and prioritize </li><li>Excellent communication and presentations skills - both written and verbal</li><li>Excellent problem solving skills </li><li>A demonstrated passion for sustainability issues </li><li>A demonstrated ability to meet revenue or other client goals </li><li>A demonstrated ability to take ownership of your work while effectively collaborating</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, 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 will range from $100,000-$110,000 per year, commensurate with experience, alongside a competitive variable compensation package.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.

Client Relationship Manager, Sr. Associate

What you’ll do: You will partner closely with our Client Experience team to deeply understand customer needs, define feature scopes, and deliver impactful enhancements to our client-facing web application, ensuring a seamless and delightful user journey.More specifically you will:<ul><li>Shape the Product Roadmap: Collaborate strategically with product managers, design, engineering, sustainability, and investments teams to develop and prioritize a dynamic product roadmap for our client experience platform.</li><li>Align Business &amp; Customer Goals: Translate Ethic's business objectives and customer aspirations into actionable product strategies, identifying opportunities to drive growth, improve retention, and optimize operational efficiency.</li><li>Insight-Driven Problem Solving: Employ a collaborative problem-solving approach, leveraging both qualitative and quantitative data to make informed decisions and propose solutions that deliver measurable business impact.</li><li>Elevate the User Experience: Champion the enhancement of Ethic’s advisor and end-client experience across the entire client lifecycle, focusing on intuitive design and functionality.</li><li>Product Lifecycle Management: Own and refine existing products, including internal tools, by actively gathering, analyzing, and integrating user feedback into the product roadmap.</li><li>Strategic Communication &amp; Collaboration: Proactively communicate product updates and project status to internal stakeholders, anticipate and resolve blockers, and ensure timely delivery of impactful features.</li><li>Strategic Project Support: Contribute to strategic projects and partnerships, leveraging your product expertise to drive successful outcomes.</li></ul>Who you are: <ul><li>You are a relationship builder, prioritizing collaboration and fostering a positive team environment.</li><li>You possess a curious and empathetic mindset, valuing diverse perspectives and continuous learning.</li><li>You are passionate about solving complex problems and thrive in a collaborative environment.</li><li>You are an innovator, driven to build and shape the future of sustainable investing.</li><li>You are deeply committed to making a positive impact on the planet and society.</li></ul>What you’ll bring to the table: <ul><li>7+ years of experience in product management, with a proven track record of delivering successful B2B2C web-based technology products.</li><li>Startup experience, a strong understanding of user experience principles, and fintech industry knowledge are highly valued.</li><li>Exceptional communication and collaboration skills, with the ability to effectively convey ideas and build consensus across diverse teams.</li><li>Strong analytical and problem-solving abilities, with a comfort level navigating ambiguity and prioritizing effectively. Demonstrated understanding of modern web technologies and architectures.</li><li>Excellent organizational skills, with a proven ability to manage project dependencies, timelines, and stakeholder coordination.</li><li>Empathy and a relationship-oriented approach to building strong teams. Proactively manage junior product managers so they can achieve their full potential.</li></ul>About the Client Experience Team:Ethic’s Client Experience team is a dynamic, multidisciplinary team comprising product, design, and engineering professionals. We are dedicated to delivering exceptional user experiences across all stages of the customer lifecycle, driving growth and engagement through intuitive and seamless platforms. Our work is integral to Ethic’s success, requiring close collaboration with portfolio management, investments, sustainability, and operations teams. Driven by a shared commitment to impact, we prioritize teamwork and value collaboration as a cornerstone of our culture.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, 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 $200,000- $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.

Director of Product - Client Experience

What you’ll do: As a Director of Relationship Management for RIAs and Networks, you will be responsible for business development for these client segments.More specifically you will:<ul><li>Work both independently as well as collaboratively with other Growth team members to cultivate strong client relationships and build trust with RIAs and Networks. </li><li>Develop a strategic approach to winning new client business. Position Ethic in the market and communicate our technology and investment offering in the context of RIA and Network needs and pain points.</li><li>Partner with our Marketing and Creative team to create and launch compelling campaigns that demonstrate the full breadth and depth of our offering.</li><li>Continuously develop your in-depth understanding of Ethic’s technology, approach to sustainability, and portfolio management process in order to better serve our clients.</li><li>Proactively identify opportunities for process improvement, automation, and enhancing the client experience.</li></ul>Who you are: <ul><li>You’re independent and comfortable working at a small, fast-paced environment </li><li>You’re kind, curious, and interested in other people’s perspectives</li><li>You’re inventive and excited about building something new</li><li>You’re open-minded and value diversity</li><li>You’re a proactive and creative thinker</li><li>You’re comfortable with ambiguity and are naturally inclined to help solve problems/close gaps</li></ul>What you’ll bring to the table: <ul><li>8-10 years of experience in a client facing role at an asset management firm, RIA, Network, or wealth management platform.</li><li>Have a strong understanding of the RIA and Network market landscape, including workflow and technology needs for investment teams and advisors.</li><li>Excellent communication and presentations skills - both written and verbal</li><li>Excellent problem solving skills &amp; curiosity</li><li>Strong knowledge of asset management, portfolio management, financial planning and sustainable investing</li><li>A demonstrated passion for sustainability  </li><li>A demonstrated ability to take ownership of your work while effectively collaborating</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, 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 will range from $155,000-$175,000 per year, commensurate with experience, alongside a competitive variable compensation package.Our benefits package includes; <ul><li style="font-weight:400;">Medical, dental &amp; vision insurance – premiums 100% covered by Ethic </li><li style="font-weight:400;">Unlimited paid time off </li><li style="font-weight:400;">16-weeks of paid parental leave </li><li style="font-weight:400;">An annual wellness &amp; education stipend</li><li style="font-weight:400;">Sponsored employee resource groups</li><li style="font-weight:400;">Regular lunch &amp; learns and volunteering opportunities</li><li style="font-weight:400;">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, a cover letter, and a link to your portfolio below.Ethic values the diversity of our team and encourages 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.

Dir. of Relationship Management - RIA and Networks 

What you’ll do: As the Director of Product for our Investments team, you will partner closely with our Engineering, Portfolio Management &amp; Investment Operations teams to build new investment product features, identify opportunities to expand Ethic’s investment capabilities, automate internal workflow processes and vendor connections, and pinpoint areas for improvement as we scale our business. More specifically you will:<ul><li>Help define the roadmap for our growing wealth management business</li><li>Deeply understand Ethic’s business and client goals to identify areas for improvement and new product development </li><li>Play a hands-on role in the design process of our investment tools, with an emphasis on high quality user experience </li><li>Partner with our portfolio management and investment operations teams to identify internal team needs for product enhancements across data, research, portfolio optimization, and trading.</li><li>Manage workflow, set priorities, and ensure product development timelines are met</li><li>Triage product requests from various teams and collaborate cross-functionally to solution complex product and system problems and anticipate second and third order impacts </li><li>Effectively communicate product priorities and timelines back to the broader Ethic team</li></ul>Who you are: <ul><li>You’re passionate about positively impacting the future of our planet and humanity</li><li>You’re independent and comfortable working at a small, fast-paced environment </li><li>You’re kind, curious, and interested in other people’s perspectives</li><li>You’re inventive, excited about building something new, and a good problem solver</li><li>You’re open-minded and value diversity</li><li>You’re extremely organized, with a passion for product development processes </li><li>You’re empathetic and relationship-oriented </li><li>You’re an effective communicator with strong presentation skills </li></ul>What you’ll bring to the table: <ul><li>7+ years of product development experience, ideally owning on a trading or investment management technology product</li><li>Strong knowledge of equity investments, portfolio management, financial planning and sustainable investing</li><li>Experienced in leading and working with an interdisciplinary team to develop, deliver and maintain technical and operational solutions</li><li>A demonstrated ability to manage timelines and coordinating key stakeholders</li><li>Experienced in developing technology products (perhaps your own) in a fast-paced, and product-centric environment </li><li>Proficiency with design tools, with a passion for great UX</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, 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 $200,000- $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.

Director of Product - Investments 

What you’ll do: Ethic is looking for exceptional Client Success candidates to support the growth of our client base. The Client Success function serves as the main point of contact for clients in their day to day service needs. You’ll work closely with Relationship Managers, Portfolio Managers, and members of Ethic’s Sustainability team to deliver values-aligned portfolios to Ethic’s clients.<ul><li>Manage client pipeline including facilitating portfolio proposal requests through internal Ethic systems, presenting proposals to advisors, and supporting advisors through portfolio implementation</li><li>Manage daily trading workflow with a focus on time-sensitive client outreach, providing exceptional service through all communication with clients and their teams</li><li>Partner with Relationship Managers to execute on  firm &amp; advisor operational onboarding, identifying additional enhancements with a particular focus on scalable solutions</li><li>Capture insights related to Ethic’s client base, raising feedback to cross-functional teams in support of improved efficiencies &amp; enhanced client experience</li><li>Support on-going account management and triage inbound requests for clients in partnership with Relationship Managers</li><li>Contribute to the continuing innovation and evolution of client success processes within Ethic, to help provide our clients with a best in class client experience </li></ul>Who you are: <ul><li>You prioritize building strong relationships, and enjoying the journey </li><li>You’re kind, curious, and interested in other people’s perspectives</li><li>You enjoy solving hard problems and learning from others along the way</li><li>You’re inventive and excited about building something new </li><li>You’re passionate about positively impacting the future of our planet and humanity</li></ul>What you’ll offer: <ul><li>At least 3+ years of relevant professional work experience</li><li>Bachelor's degree strongly preferred</li><li>Have financial services experience serving and interacting directly with clients</li><li>Prior experience working with RIAs, Family Offices, and/or Custodians is preferred but not required</li><li>Possess a service-oriented mindset and are motivated to help others</li><li>Are well-organized, deadline driven, proactive, and possess strong follow-up</li><li>Enjoy collaborative environments and communicate effectively with a broad range of stakeholders while managing multiple priorities simultaneously</li><li>Enjoy solving problems - if you don’t know the answer, you’ll dig until you find it</li><li>Work well independently and as part of a team</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, 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 $75,000 - $90,000 per year, commensurate with experience. In addition, this position is eligible for variable compensation tied to predetermined goals and key results. Our benefits package includes; <ul><li>Medical, dental &amp; vision insurance – premiums 100% covered by Ethic </li><li>401k with sustainable investment options and an employer match up to 3.5%</li><li>Unlimited paid time off </li><li>16-weeks of paid parental leave </li><li>An annual 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/office usage: New York, NYThis position will be expected to work from our Tribeca office a minimum of 3 days per week (4-5 while onboarding) 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.

Client Success Associate

Associate Director / Director of Client Portfolio ManagementInstitutional Client SegmentWhat you’ll do: As a Director of Client Portfolio Management for our Institutional Client Segment you will own the portfolio solutioning process for Ethic’s Institutional business. You will spend time with Ethic’s Institutional clients (Institutional Consultants, Endowments, Foundations) to understand their sustainability &amp; investment objectives and partner with Ethic team members on implementation of portfolios. In addition to this, you will facilitate on-going portfolio reviews and provide updates to clients on their portfolios. More specifically you will:<ul><li>Consult with institutional clients on investments they are interested in and present investment opportunities.</li><li>Deeply understand clients needs and successfully communicate Ethics value proposition and products.</li><li>Proactively monitor Institutional accounts that Ethic manages and conduct portfolio reviews.</li><li>Partner with our portfolio managers, client operations &amp; trading teams to deliver a flawless client experience.</li><li>Work through complex portfolio management proposals and understand the trade offs between investments and sustainability. </li><li>Work with our Creative Team, Compliance Team, Investments Team, Sustainability Team and Growth Team to create materials that clearly communicate Ethic’s offering &amp; philosophy.</li><li>Oversee the execution of ongoing account service requests in a timely fashion, ensuring advisors have a great experience.</li><li>Cultivate strong client-centric relationships in order to accelerate the transition to sustainable investing.</li><li>Continuously develop your in-depth understanding of Ethic’s technology, approach to sustainability, and portfolio management process in order to better serve our consultant clients.</li><li>Proactively identify opportunities for process improvement, automation, and enhancing the client experience.</li></ul>Who you are: <ul><li>You’re passionate about positively impacting the future of our planet and humanity</li><li>You’re independent and comfortable working at a small, fast-paced environment </li><li>You’re kind, curious, and interested in other people’s perspectives</li><li>You’re inventive and excited about building something new</li><li>You’re open-minded and value diversity</li></ul>What you’ll bring to the table: <ul><li>8- 10 years of experience in a client facing role at an asset management or investment management firm</li><li>Excellent attention to detail</li><li>Excellent organizational skills with an ability to multitask and prioritize </li><li>Excellent communication and presentations skills - both written and verbal</li><li>Excellent problem solving skills &amp; curiosity</li><li>Strong knowledge of equity investments, portfolio management, financial planning and sustainable investing</li><li>Experience working with institutional investors</li><li>A demonstrated passion for sustainability issues </li><li>A demonstrated ability to take ownership of your work while effectively collaborating</li></ul>Exceptional candidates may also bring the following:<ul><li>CFA designation</li><li>Experience managing and coaching others</li><li>Experience with taxable assets</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, 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 will range from $125,000-$140,000 per year, commensurate with experience, alongside a competitive variable compensation package.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.

Assoc. Director / Dir. of Client Portfolio Management - Institutional Client Segment

What you’ll do: As an Associate Portfolio Manager, you will support the management and oversight of multi-asset model portfolios for client accounts, utilizing Unified Managed Accounts (UMAs). You’ll work with other members of the Investment and Engineering teams to refine, enhance and build best-in-class portfolio management capabilities covering thousands of accounts. You’ll partner with other members of the Ethic team to design and implement customized strategies and proposals for our end clients. Additionally, working with us, you’ll…<ul><li>Own and execute on portfolio constructions, asset allocation, rebalancing, performance monitoring and investment strategy analysis for multi-asset portfolios</li><li>Use quantitative risk models and optimization techniques to manage SMA equity portfolios</li><li>Design, implement and QA end-to-end new investment process functionalities and improvements</li><li>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</li><li>Partner with Relationship Management and Business Development teams to create and implement portfolio solutions for our clients</li><li>Investment research and analysis including risk management, investment exposures, sensitivities, client specific customizations and tax overlays</li><li>Regular knowledge transfer within team and across organization through process and flow documentation, office hours, learning sessions</li></ul>Who you are: <ul><li>You’re passionate about positively impacting the future of our planet and humanity</li><li>You’re independent and comfortable working at a small, fast-paced startup </li><li>You’re kind, curious, and interested in other people’s perspectives</li><li>You’re inventive and excited about building something new</li><li>You’re open-minded and value diversity</li></ul>What you’ll bring to the table: <ul><li>2 - 4  years of experience in asset management/portfolio management, ideally with a background in quantitative investment strategies</li><li>Strong understanding of asset allocation, portfolio construction, and risk management.</li><li>Background in and/or understanding of tax-managed portfolio management is strongly preferred</li><li>Understanding of investment operations including trading, execution, reconciliation and performance</li><li>Solid investment fundamentals and strong interest in financial markets</li><li>Exceptional attention to detail and organizational skills with the ability to manage multiple tasks and deadlines.</li><li>Excellent verbal and written communication skills with an ability to explain complex financial concepts to a variety of stakeholders from business development, to engineers, to advisor clients</li><li>Background in sustainable investing is preferred, but not required</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, 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 $100,000-120,000 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.

Associate Portfolio Manager

<h3>Performance Analyst</h3>What you’ll do: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.More specifically you will:<ul><li>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</li><li>Investigate data integrity issues and take ownership of the performance reporting deliverables.</li><li>Become a source of performance, attribution and system knowledge, providing guidance and expertise to business partners. </li><li>Analyze portfolio performance data to identify areas for improvement and provide recommendations to the Investment Strategy team.</li><li>Conduct in-depth research on investment strategies and asset classes.</li><li>Prepare comprehensive performance reports for internal and external stakeholders, including visualizations using tools.</li><li>Be a lead on managing Global Investment Performance Standards (GIPS®) composite maintenance, verification, and audits for Ethic.</li><li>Take ownership of broader investment related reporting projects such as developing after-tax reporting metrics.</li><li>Be a self-starter seeking depth of knowledge into data quality, flows, and relevant systems and tools.</li><li>Collaborate with other team members to identify and address performance risks.</li><li>Feel comfortable interacting independently on projects and owning internal relationships.</li><li>Work in a dynamic team environment with diverse approaches and thinking styles.</li></ul>What you’ll bring to the table: <ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>2-6 years of experience in performance/investment analysis or a similar role.</li><li>Strong analytical and quantitative skills, including proficiency in Excel and statistical software. </li><li>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.</li><li>Experience with performance attribution tools and data science techniques is a plus.</li><li>Excellent communication and interpersonal skills with strong interpersonal interaction capabilities. Not required but nice to have experience preparing client/board facing presentations.</li><li>A passion for data-driven decision-making and a commitment to accuracy.</li><li>Sharp control/risk mitigation mentality. </li></ul>Who you are:<ul><li>You’re passionate about positively impacting the future of our planet and humanity.</li><li>You’re independent and comfortable working at a small, fast-paced startup. </li><li>You’re kind, curious, and interested in other people’s perspectives.</li><li>You’re inventive and excited about building something new.</li><li>You’re open-minded and value diversity.</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, 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 $110,000-140,000 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. Please complete the demographic survey below to support us in doing so.

Performance Analyst

What you'll do: You’ll lead product development for Ethic’s sustainability team to maintain and improve our product offering around sustainable investing solutions. Our team works closely to conduct sustainability assessment, measure impact, and develop tools to help our clients learn more about the sustainability issues that are important to them. The problems we’re working on are exciting, complex and haven’t been solved before; we’re looking for someone who loves open-ended challenges and working on a team to figure out how to break these problems down into intuitive solutions. You’ll work with an interdisciplinary team across data science, research, and software development to help deliver these solutions.You will: <ul><li>Lead product development for features related to sustainable investing, including both data and infrastructure in our investment management process as well as our investor experience around sustainable investing strategies</li><li>Deeply understand Ethic’s business and client goals to identify areas for improvement and new product development</li><li>Partner with our sustainability operations team to identify internal team needs for product enhancements across data, research &amp; modeling.</li><li>Deliver high quality technical solutions in partnership with our engineering team, owning the technical development process from ideation through solutioning, implementation and delivery. </li></ul>Who you are: <ul><li>Extremely comfortable with problem solving across systems / technical / operational problems </li><li>You’re inventive and excited about building something new</li><li>You prioritize building strong relationships</li><li>You’re kind, curious, and interested in other people’s perspectives</li><li>You enjoy solving hard problems and learning from others along the way</li><li>You’re self driven and have a strong sense of ownership</li><li>You’re passionate about positively impacting the future of our planet and humanity</li></ul>What you’ll bring to the table: <ul><li>7-10+ years of experience in product development</li><li>Strong leadership and vision for the product</li><li>Strong knowledge of the landscape around sustainable investing, ideally in public markets</li><li>Experienced in leading and working with an interdisciplinary team to develop, deliver and maintain technical and operational solutions</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, 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 $200,000 - $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 3-4 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. In your cover letter please briefly describe a project or initiatives from your previous work experience in which you incorporated an impact, DE&amp;I or sustainability lens. 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 take a data-driven approach to understanding and iterating our hiring practices.

Director of Product - Sustainable Investing

What you’ll do: We are looking for an Investment Operations professional to contribute to the day-to-day portfolio accounting, trade management and project work of our Investment Operations team. More specifically you will: <ul><li>Maintain accurate portfolio accounting data through daily position, transaction and cost basis reconciliations in coordination with our third party vendor tools and services.</li><li>Execute on daily middle office functions including trading execution controls and reconciliations in partnership with current team members.</li><li>Act as a key point of contact for custodial statements and performance reporting inquiries in partnership with investments, product, engineering and investment strategy.</li><li>Support relationships with custodians, brokers, portfolio accounting and other service providers.</li><li>Ensure new clients and accounts are accurately onboarded and configured in our systems for trading, proxy voting, billing, and platform reporting.</li><li>Manage corporate action and electronic proxy voting on behalf of our clients.</li><li>Manage client billing process, in coordination with accounting team, including generation, processing, and reconciliation.</li><li>Partner with Portfolio Managers to analyze trading and workflow; suggest improvements to internal processes and services provided to clients.</li><li>Partner with Product and Engineering Teams to define areas of development for operational processes and controls, including defining requirements and testing.</li><li>Partner with our Client Team to understand Ethic client experience and how we can more effectively serve our Advisor clients.</li></ul>Who you are: <ul><li>You prioritize building strong relationships, and enjoying the journey </li><li>You’re kind, curious, and interested in other people’s perspectives</li><li>You enjoy solving hard problems and learning from others along the way</li><li>You’re inventive and excited about building something new </li><li>You’re passionate about positively impacting the future of our planet and humanity</li></ul>What you’ll bring to the table:<ul><li>You have 2+ years of relevant experience in investment operations with risk and control experience at a registered broker dealer or asset manager.</li><li>You have a solid understanding of how reconciliations work, and have the ability to create a manual reconciliation as needed in Excel.</li><li>Experience using SS&amp;C Advent’s APX software is a plus.</li><li>You’re an analytical and detail oriented problem solver, constantly learning and applying your knowledge to optimize processes, systems, controls and improve client experience.</li><li>You thrive under pressure, are comfortable managing competing priorities and adopt a risk and control mindset in your approach.</li><li>You are comfortable escalating critical issues as they arise and ensuring the appropriate parties are involved and are aware of the potential risks.</li><li>You’re a great communicator, able to explain operational details to a variety of stakeholders from business development, to engineers, to advisor clients.</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, 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 $95,000-120,000 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. Please complete the demographic survey below to support us in doing so.

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