Portfolio Manager - Sr. Associate
Company: Ethic
Location: New York City
Posted on: April 1, 2026
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Job Description:
Sr. Associate - Portfolio Management Location: New York, NY (in
office at least 3 days a week) What you’ll do: You'll be joining a
team that genuinely cares about what we do and how we do it. As a
Sr. Associate Portfolio Manager, you’ll be playing a key role in
the day-to-day work that drives real outcomes for our clients,
using quantitative risk models to optimize direct indexing equity
and multi-asset portfolios. You'll collaborate with multiple teams
across Ethic, bringing precision and care to everything you touch
while continuously building better ways to deliver a seamless,
customized investing experience. More specifically you'll: Own the
end-to-end portfolio process, from construction and analysis to
trade execution, ensuring every detail is right and every client
experience is seamless Serve as a reliable point of contact for
clients and internal teams, bringing subject matter expertise in
quantitative investing to every interaction Partner across teams to
share insights, tackle problems together, and drive meaningful
improvements to both client experience and operational efficiency
Show up for your teammates and contribute to a culture where
everyone is empowered to do their best work This position requires
the candidate to obtain and pass the Series 65 examination within
the first 90 days of employment, unless the license is already held
prior to their start date. Who you are: You identify with our
company Principles that define our culture, guide our actions, and
allow us to do our best work: We are In Service of others - our
clients, our colleagues, the company, and the world. We strive to
be World Class - the best at what we do. You’re a problem solver,
able to and interested in learning new things quickly to solve
unique and challenging problems. You are driven, possess a strong
work ethic, a bias towards action, and a desire to win as a team.
You can communicate clearly and concisely in a variety of mediums.
You operate with high integrity, doing the right thing when no one
is looking. You take a long-term view towards contributing to a
strong team with a culture of feedback. You’re passionate about
positively impacting the future of our planet and humanity. What
you’ll bring to the table: 4 years of experience in portfolio
management, investments, or a related field A solid foundation in
portfolio construction, trade execution, and investment operations
Sharp attention to detail with a track record of accurate, timely
work Clear, confident communication skills across multiple mediums
A collaborative team player who can juggle priorities and stay
composed under pressure The ability to thrive in a fast-paced
environment, adapting quickly to shifting priorities without losing
sight of the details that matter 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 & 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
$135,000-$145,000 per year, commensurate with experience. Our
benefits package includes; Medical, dental & vision insurance –
premiums 100% covered by Ethic (includes dependents) 401k with
sustainable investment options and a 3.5% employer match Unlimited
paid time off 16-weeks of paid parental leave An annual $600
wellness & education stipend Annual $1,000 professional development
reimbursement 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 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.
Keywords: Ethic, Plainfield , Portfolio Manager - Sr. Associate, Executive , New York City, New Jersey
