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Accelerating the global transition to sustainable investing.

Investment Operations Lead

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At Ethic we care deeply about making a positive change in the world. We are a tech-driven asset manager accelerating the global transition to sustainable investing.

We’re looking for an Investment Operations Manager to join our Client Support team, responsible for operations related to onboarding, investment, and trading.

You are excited to work at a dynamic, growing company, and the cross functional opportunities that creates. You are passionate about having a positive impact in the world.

Responsibilities will include:
Daily risk and control activities related to client account management and reporting
Portfolio and account reconciliations pre and post trading, managing exceptions in coordination with portfolio manager
Act as internal subject matter expert for order management, reconciliation and controls, daily account management related activities
Manage relationships with custodians and third party providers related to account and portfolio management
Continue to optimize operational activities of the firm solving for risk, efficiency and scale, implementing and documenting changes along the way
Partner with broader Advisor Client Team to understand the client experience with Ethic, where we can continue to partner more effectively
Partner with Product and Engineering teams to define areas of development for operational processes and controls, including defining requirements and testing
Manage client billing process, in coordination with accounting team, including verifying fee receivables, processing at the custodians, and ultimately reporting asset and fee numbers to the executive team

About you:
Problem solver - constantly looking to understand the needs of our clients more deeply, and continually optimizing Ethic processes, systems, controls
Detail oriented, with a strong ability to multitask
Analytical person, constantly learning and applying knowledge to improve the business
Ability to work independently and own a specific set of functions
Must be a team player, proactively helping and learning from other members of the team
Strong communication skills - ability to explain operational details to a variety of stakeholders ranging from business development team members, to engineers, to advisor clients
5+ years of relevant experience, preferably financial operations risk and control experience with a registered broker dealer or asset manager
Excited to work at a dynamic, growing company, and the cross functional opportunities that creates - we’re less than 20 people and growing - there’s a lot of areas of the business you can get involved in
Passionate about having a positive impact in the world