Director of Portfolio Management

Job Description

Director - Portfolio Management

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Location: New York, NY (in office at least 3 days a week)

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What you’ll do:

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As a Director of Portfolio Management, you’ll be driving strategic growth of the Investments team by leading key initiatives and shaping investment direction. You’ll be a key member on an investment team dedicated to achieving world-class standards. More specifically you'll:

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• Lead and oversee portfolio management and operations across long-only, long-short equity, and multi-factor strategies.
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• Play a central role onboarding and managing systematic long short equity portfolios.
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• Support the design and implementation of UMH tax strategy
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• Collaborate with Investment Strategy and Research to evaluate risk exposures, factor performance, and turnover.
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• Partner with Investment Operations to solve complex custodian integrations and regulatory requirements.
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• Lead cross-functional projects to elevate client engagement and build scalable, repeatable operational frameworks
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• Proactively identify and highlight emerging risks. Maintain a strict adherence to trading and control standards, promptly escalating issues and leading root-cause analyses to drive timely remediation, client resolution, and stronger controls.
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• Drive multiple strategic cross-functional projects by researching the market and competitive landscape to deliver world-class products and services.
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• Show up for your teammates and contribute to a culture where everyone is empowered to do their best work
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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.

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Who you are:

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• You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:
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• We are In Service of others - our clients, our colleagues, the company, and the world.
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• We strive to be World Class - the best at what we do.
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• You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems.
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• You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team.
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• You can communicate clearly and concisely in a variety of mediums.
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• You operate with high integrity, doing the right thing when no one is looking.
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• You take a long-term view towards contributing to a strong team with a culture of feedback.
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• You’re passionate about positively impacting the future of our planet and humanity.
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What you’ll bring to the table:

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• 10+ years of experience in portfolio management, investments, or a related field
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• 4+ years of experience specifically in quantitative portfolio management or research, with direct experience in tax aware long-short equity multi-factor strategies, required.
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• Oversee operational excellence across complex custodian integrations and regulatory requirements
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• Proactive oversight of portfolio and strategy level performance and attribution
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• Translate investment research and insights into actionable, systematic investment processes.
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• Cultivate and mentor investment talent, fostering a culture of accountability, collaboration, and continuous improvement across the investment team.
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• Clear, confident communication skills across multiple mediums
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• A collaborative team player who can juggle priorities and stay composed under pressure
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• The ability to thrive in a fast-paced environment, adapting quickly to shifting priorities without losing sight of the details that matter
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About Ethic:

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Ethic delivers customized, tax-smart and values-aligned investing for advisors and institutions.

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We provide the intelligent infrastructure and institutional expertise required to manage customized portfolios with precision and scale. Our vision is a future where everyone can invest with intention.

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Today, we manage over $10 billion in assets and serve over 350 firms. We're backed by investors including Oak HC/FT, Nyca, Fidelity, UBS, State Street, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City.

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We are a purpose-driven team that brings deep expertise in institutional investing, technology, and design.

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Compensation & Benefits:

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Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits.

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The base salary for this role will range from $240,000-$260,000 per year, commensurate with experience.

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Our benefits package includes;

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• Medical, dental & vision insurance – premiums 100% covered by Ethic (includes dependents)
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• 401k with sustainable investment options and a 3.5% employer match
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• Unlimited paid time off
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• 16-weeks of paid parental leave
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• An annual $600 wellness & education stipend
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• Annual $1,000 professional development reimbursement
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• Sponsored employee resource groups
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• Regular lunch & learns and volunteering opportunities
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• A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely
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Location: New York, NY (in-office at least 3 days a week)