Engineering Lead; Portfolio Management

Join to apply for the Engineering Lead (Portfolio Management) role at Ethic

Location:

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

• Design, develop and deliver modules for our proprietary portfolio management system, which includes portfolio construction as well as workflow management
• Model the business data into the right data store
• Add automations to the infrastructure
• Assist in maintaining and improving existing software applications
• Write clean, efficient, and well‑documented code
• Work directly with Ethic’s engineering, product, and business teams throughout all phases of the software development lifecycle

• 5+ years of Software Engineering experience
• Strong programming skills in Java
• Knowledge of RDBMS;
  No
  
  SQL experience a plus
• Experience in portfolio construction and/or workflow management a plus
• Strong understanding of functional programming paradigms
• Familiarity with unit testing tools
• Strong knowledge of data structures and algorithms
• Passionate about Software and technology; interest in Asset Management a plus
• Excellent problem‑solving and analytical skills
• Strong collaboration and communication skills

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 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 $175,000–$195,000 per year, commensurate with experience.

• 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

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.

Mid‑Senior level

Full‑time

Finance and Sales