Director of Portfolio Management

Ethic
New York
Workplace: HybridFull timeUSD 240,000 - 260,000 annuallyFunction: Executive & General ManagementExperience: 10+ yearsSkills: ["Problem-solving","Communication","Integrity","Collaboration","Leadership"]

Lead portfolio management and operations across long-only, long-short equity, and multi-factor strategies. Oversee systematic long-short equity portfolios, contribute to UMH tax strategy, and partner with Investment Strategy/Research to evaluate risk, factor performance, and turnover. Collaborate with Investment Operations on custodian integrations and regulatory needs, drive cross-functional projects to scale client-facing operations, and maintain strong trading controls and risk oversight.

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Ethic
Ethic
5 days ago

Director of Portfolio Management

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Job Summary

Lead portfolio management and operations across long-only, long-short equity, and multi-factor strategies. Oversee systematic long-short equity portfolios, contribute to UMH tax strategy, and partner with Investment Strategy/Research to evaluate risk, factor performance, and turnover. Collaborate with Investment Operations on custodian integrations and regulatory needs, drive cross-functional projects to scale client-facing operations, and maintain strong trading controls and risk oversight.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Lead and oversee portfolio management and operations for long-only, long-short equity, and multi-factor strategies.
  • •Onboard and manage systematic long-short equity portfolios.
  • •Support the design and implementation of UMH tax strategy.
  • •Evaluate risk exposures, factor performance, and turnover in partnership with Investment Strategy and Research.
  • •Maintain trading/control standards by identifying emerging risks, escalating issues, and leading root-cause analyses for timely remediation.

Pay and Benefits

Salary: USD 240,000 - 260,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveWellness StipendLearning BudgetRemote Work

Key Requirements

  • •10+ years of experience in portfolio management, investments, or a related field.
  • •4+ years of experience in quantitative portfolio management or research, including tax-aware long-short equity multi-factor strategies.
  • •Oversee operational excellence across complex custodian integrations and regulatory requirements.
  • •Proactive oversight of portfolio and strategy-level performance and attribution.
  • •Obtain and pass the Series 65 examination within the first 90 days (unless already held).
Experience:10+ yearsInvestmentsPortfolio managementQuantitative investingTax-awareLong-short equityMulti-factor strategies
Skills:Problem-solvingCommunicationIntegrityCollaborationLeadership
Licenses:Series 65
Certifications:Series 65
Languages:English

Company Brief

Ethic
Provides sustainable, custom investment portfolios and ESG-driven asset management for institutions and advisors, combining stewardship, research, and technology to align capital with clients' environmental and social goals.
Industry: Asset Management
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: New York, United States
Founded: 2015
WebsiteLinkedIn