Software Engineer (Lead) - Portfolio Management jobs in United States
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Ethic · 14 hours ago

Software Engineer (Lead) - Portfolio Management

Ethic is a company that partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. The Software Engineer (Lead) will play a vital role in designing, developing, and maintaining software components that support the portfolio management functions of the business, collaborating closely with various teams to meet operational demands.

FinanceFinancial ServicesFinTechImpact InvestingSustainability
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

JavaFunctional programmingRDBMSPortfolio constructionWorkflow managementData structuresAlgorithmsNoSQLUnit testingProblem solvingCollaborationCommunication

Required

5+ years of Software Engineering experience
Strong programming skills in Java
Knowledge of RDBMS. NoSQL experience a plus
Strong understanding of functional programming paradigms
Familiarity with unit testing tools
Strong knowledge of data structures and algorithms
Excellent problem solving and analytical skills
Strong collaboration and communication skills

Preferred

Experience in portfolio construction and/or workflow management a plus
Passionate about Software and technology. Interest in Asset Management a plus

Benefits

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

Company

Ethic

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Ethic develops technology that helps wealth advisors.

H1B Sponsorship

Ethic has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (1)

Funding

Current Stage
Late Stage
Total Funding
$162.8M
Key Investors
State Street Global AdvisorsJordan ParkOak HC/FT
2025-04-03Series D· $64M
2022-09-14Series C· $50M
2021-03-30Series B· $29M

Leadership Team

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Doug Scott
CEO & Co-founder
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Jay Lipman
Co-founder & President
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Company data provided by crunchbase