Associate Portfolio Manager - Remote

Overview

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.

In Short

• Own and execute on portfolio constructions, asset allocation, rebalancing, performance monitoring and investment strategy analysis for multi-asset portfolios
• Use quantitative risk models and optimization techniques to manage SMA equity portfolios
• Design, implement and QA end-to-end new investment process functionalities and improvements
• 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
• 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
• Regular knowledge transfer within team and across organization through process and flow documentation, office hours, learning sessions

Requirements

• 2 - 4 years of experience in asset management/portfolio management, ideally with a background in quantitative investment strategies
• Strong understanding of asset allocation, portfolio construction, and risk management.
• Background in and/or understanding of tax-managed portfolio management is strongly preferred
• Understanding of investment operations including trading, execution, reconciliation and performance
• Solid investment fundamentals and strong interest in financial markets
• Exceptional attention to detail and organizational skills with the ability to manage multiple tasks and deadlines.
• 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
• Background in sustainable investing is preferred, but not required

Benefits

• 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
• Sponsored employee resource groups
• Regular lunch & learns and volunteering opportunities
• A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely