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Director of Investment Strategy
| Company | Ethic |
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| Location | New York, NY, USA |
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| Salary | $195000 – $225000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Expert or higher |
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Requirements
- Bachelor’s degree in Finance, Economics, or a related field.
- 10+ 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.
- Experience working with institutional clients on investment solutions and presenting to clients on complex financial topics.
- Experience with multi-factor risk models and tax-managed portfolio management.
Responsibilities
- 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.
- Design investment products and investment strategies for customized, passive, public equity portfolios.
- 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.
- 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.
- Oversee the performance of Ethic’s investment book, identifying risks and solutions.
- 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.
- Collaborate with product teams to solve complex investment problems and build out new products in a scalable and thoughtful way.
- Partner with Relationship Management and Business Development teams to solution complex portfolio asks on behalf of our clients.
- Prepare materials for the board and investment committee, providing insights and updates on investment strategies, performance, and key decisions.
- Regularly document processes, conduct knowledge transfer sessions, and provide training to ensure best practices and continuous improvement across the organization.
- Present to clients on investment strategies, products and performance.
Preferred Qualifications
- Experience creating and managing multi-asset portfolios is preferred.
- Background in sustainable investing is preferred, but not required.
