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The Company

HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $14 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, onshore wind, and storage; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, visit

The Company

HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $4 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, onshore wind, and storage; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, visit

Position Summary

Hannon Armstrong is seeking a Manager to join our Portfolio Management team in New York, NY or Annapolis, MD.

The Manager of Portfolio Management (PM) will support in managing several of HASIs investments in growing portfolio of portfolio in Behind-The-Meter (BTM) solar, which includes residential, commercial & industrial, and community solar. In addition, the individual would support due diligence in underwriting new debt / equity investments in the same space and other emerging areas. The Manager will play a pivotal role in ensuring that HASIs portfolios are able to deliver on their performance targets by leading value optimization initiatives, solving problems, monitoring and managing risks, establishing and measuring key portfolio indicators (KPIs) to proactively understand performance, and maintaining strong and collaborative relationships with clients. The Manager PM will be responsible for the forecasting and tracking of portfolio performance, providing frequent (monthly/quarterly) performance updates to management and external investors, and overseeing junior members in the team. The Manager is expected to support portfolio optimization and syndication efforts.

SALARY RANGE:

Expected salary range of 140,000 - 180,000, based on experience and location. In addition, HASI offers an annual bonus program; 401(k) with company match; an equity incentive program; comprehensive medical, dental and vision benefits; paid time off for vacation, holidays, and sick days; and much more.

EDUCATION AND PRIOR WORK EXPERIENCE:

• 5-7 years of overall professional experience, with at least 3 years experience in investing, financing, and/or portfolio management in the North American energy sector,
• Bachelors degree in a business or technical discipline (i.e. engineering or finance/business). Relevant Masters degree, CFA or other certification is preferred
  
  

• The Manager PM will be part of a team responsible for maximizing the financial performance of HASIs portfolio investments. The position requires maintaining a deep understanding of the underlying project assets and investment structures (financial, technical, and contractual)
• The Manager PM should be familiar with the deal documents, governance rights, HASIs rights/obligations, and financial models of the portfolios they are helping to oversee
• The Manager PM should be able to support investment restructurings, workouts, modifications, and dispositions. Associated commercial responsibilities include, but are not limited to, developing workplans that facilitates the various workstreams for the internal cross-functional team across the enterprise to achieve the desired outcomes, assessing the corresponding value and risk, supporting the negotiations with counterparties, and reviewing final deal documents
• Provide and manage financial modeling and other necessary support for valuation updates to existing portfolios and support the internal accounting and treasury teams for corporate reporting requirements and cash flow forecasting
• Act as a liaison with HASIs external stakeholders - sponsors (owner/operators) and lenders/co-equity investors
• Support due diligence on new investments including, but is not limited to, reviewing key commercial contract terms and working with the Investment Team to negotiate acceptable outcomes, opining on revenue and expense assumptions, and analyzing the underlying market and regulatory value drivers and risks of the investment
• Provide feedback to the Investment Team leveraging the experience gained from the existing portfolio to strengthen future underwriting
• Monitor and analyze operating and financial performance across the portfolio, and conduct variance analysis of project and investment performance
• Support portfolio optimization initiatives by identifying key metrics and levers to enhance portfolio performance and reduce risk
• Develop commodity and environmental attribute market intelligence that drives portfolio revenue growth
• Understand and internally communicate deal and transaction specifics and field ad-hoc requests from the business around investment data, performance and processes
• Work closely with cross-functional teams to facilitate the complete, accurate, and timely onboarding of new transactions and ongoing monitoring of investments
• Assist in preparation and presentation of periodic internal, leadership, and Board materials
• Lead and support portfolio syndication processes, including preparation of marketing materials, oversight of data room setup, coordination with potential investors, and management of due diligence workflows
  
  

• Previous direct investment/financing experience in energy/renewable assets and related financial investments (i.e. project finance debt and equity) from either an owner/operator or financial investor perspective
• Experience working in a cross-functional team environment. Ability to manage a team with multiple priorities and adjust quickly to changing priorities
• Values diverse perspectives, highly collaborative, inclusive, able to bring out other view points from members of the team, and recommends decisions after considering others points of view
• High caliber and professional interpersonal, negotiation, communication, time management and presentation skills
• Dependable, reliable, plays to win as a team, and excellent at taking initiative and mentoring and managing Associates and Analysts in the team
• Organized, detail-oriented, can work independently, and be a supportive team member
• Solid working knowledge and understanding of commercial contracts, operations and maintenance, and regulations related to North American renewables a plus
• Strong financial analysis and modeling skills with experience in creating, reviewing, and analyzing financial models
• Advanced MS Excel, PowerPoint, and Word skills
• Excellent written and verbal communication skills
• Excellent interpersonal skills with the ability and desire to work in a fast-paced, innovative, entrepreneurial environment
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales

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• Oversee monthly, quarterly, annual, and ad hoc financial reporting for investors and lenders, ensuring accuracy and timeliness.
• Lead asset- and portfolio-level analytics, including variance analysis, KPI tracking, and benchmarking, to assess performance and inform strategic decisions.
• Develop and execute initiatives to enhance portfolio value, including rent-setting strategies, vacancy and credit loss reduction, expense optimization, and capital improvement planning.
• Partner with internal teams across asset management, property operations, finance, compliance, development and construction to align asset and portfolio strategy and implement value and performance enhancing opportunities.
• Ensure full compliance with lender debt covenants by managing financial reporting obligations and proactively mitigating risks of breach or default.

• Work in conjunction with CFO to develop annual comprehensive budgets for each property, ensuring alignment with financial goals and organizational objectives. Facilitate investor budget review and approval.
• Generate monthly budget-to-actual variance analysis and provide detailed reports comparing actual financial performance against budgeted figures, identifying key variances and recommending corrective actions.
• Conduct Monthly Operating Reviews (MOR) and facilitate regular reviews with Regional Managers to assess operational performance, address challenges, and implement improvements.
• Develop and maintain financial and operational dashboard reporting to enable in-the-month and proactive asset and portfolio performance management.
• Conduct bi-annual financial and operational asset and portfolio benchmark assessments and identify / implement revenue, labor, and non-labor improvement opportunities.
• Develop and implement opportunities to optimize labor productivity while reducing or mitigating costly overtime. Analyze overtime data at property levels to identify trends and variances and develop strategies to optimize labor costs.

• Oversee the Head of Procurement, responsible for property-level, corporate, and construction-related procurement.
• Responsible for leading and managing the procurement function, including developing sourcing strategies, negotiating vendor contracts, and ensuring cost-effective purchasing of goods and services.
• Collaborates cross-functionally with Property Operations, Accounting & Finance, IT, Development, Construction, Legal, and other relevant Paths departments to optimize supply chain performance and mitigate risk.
• Oversee vendor selection, performance evaluation, and compliance with policies and generally accepted industry practices.
• Maximize discounts, volume-based spend, and rebates.
• Ensure procurement activities align with organizational goals, budgetary constraints, and project timelines.
• Ensure Paths Procurement is aligned with the investor's impact vision and mission.

• Minimum of 10 years' experience in investor reporting and relationship management, portfolio management, asset management, or property management.
• In-depth understanding of real estate markets, including trends, cap rates, and financial metrics such as NOI, IRR, and cash-on-cash return.
• In-depth understanding of operations and capital budgeting, procurement strategy, and end-to-end supply chain management.
• Proven ability to lead cross-functional budgeting processes, develop cost-optimized procurement plans, and drive savings through vendor negotiations, volume-based pricing, and rebate structures.
• Advanced proficiency in financial analysis, budgeting, financial modeling, and performance tracking.
• Bachelor's degree in finance, real estate, business administration, or a related field. Advanced degree preferred.
• Highly proficient in Microsoft Office Suite, especially Excel and PowerPoint. Familiarity with Yardi Voyager platform.

• Medical Insurance: 100% of medical benefits paid for employees only
• Voluntary dental and vision plan options
• Bonus Eligible
• 401(K) available plus company match
• Paid Time Off
• 12 Paid Company Holidays
• Commuter Benefits
• Voluntary short-term disability, long-term disability, life insurance, dependent coverage
• Voluntary accident insurance, critical Illness insurance, and hospital indemnity Insurance
• Employee Referral Program
• Employee Assistant Program (EAP)

2025 Portfolio Management Program page is loaded 2025 Portfolio Management Program Apply locations New York time type Full time posted on Posted 5 Days Ago job requisition id 37766 Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused onprivate equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.Further information is available at . Follow @blackstone on LinkedIn , X , and Instagram . Job Title: 2025 Portfolio Management Program Job Description: Blackstone’s Private Equity (PE) and Tactical Opportunities groups are looking for Analysts to join their Portfolio Management Program (PMP). The program will start in September 2025 and begins with a three to six month training period at Blackstone’s New York City office with hands-on experience working within the Finance – Portfolio Management organization in FP&A or Valuations. The training period is followed by two to three years of rotational assignments on location at various Private Equity, Infrastructure, Energy, Growth, and Tactical Opportunities portfolio companies. The program is designed to offer opportunities for career growth through diverse experiences at portfolio companies in multiple industries. During each assignment, participants will live and work in different geographic regions while enhancing financial skills and gaining exposure to key business and financial leaders. Program participants are given significant responsibility and the opportunity to contribute to business results. Primary Responsibilities: Assignments generally include opportunities working in corporate development, strategic initiatives, acquisition integration, IPO preparation, in addition to assisting with financial planning, operations evaluation and analysis, treasury / cash management, commercial finance, pricing initiatives, lean six sigma, procurement / sourcing, risk mitigation, and management reporting Locations for assignments are across the U.S., but specific locations may vary depending on business need and availability Individual assignments range from twelve to eighteen months, with participants expected to complete two years of rotations in aggregate PMP participants will be paired with mentors, attend annual PMP conferences at the Blackstone New York office, and will attend networking sessions within Blackstone Post-program potential career opportunities include a role at a portfolio company, a position within Blackstone, or additional rotations at other portfolio companies Note that successful candidates are not guaranteed employment for any specific period of time, and participation in the program does not guarantee future employment following the conclusion of the program. Qualifications: Bachelor’s Degree in Finance, Economics, Accounting or a quantitative discipline (preferred) Strong academic record 2+ years of work experience in a finance, operations, consulting, transaction services, or other related roles Relocation across the U.S. based on assignment is required Excellent communication skills, both orally and in writing Adapts to new challenges in a dynamic environment while managing multiple projects Self-starter who works independently and meets deadlines with minimal oversight Close attention to details Prioritizes deliverables and meets tight deadlines Works well within a team-oriented environment or individually Strong analytical skills Proficient in Excel and Power Point is a must The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion. Expected annual base salary range: $50,000 - 150,000 Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables. Additional compensation: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy. If you need a reasonable accommodation to complete your application, please email Human Resources at . Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions. To submit your application please complete the form below. Fields marked with a red asterisk * must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form. Similar Jobs (4) Accounting Strategy & Policy - Analyst locations New York time type Full time posted on Posted 29 Days Ago Finance, General Partner Accounting - Analyst locations New York time type Full time posted on Posted 25 Days Ago Integrated Management Reporting, Analyst locations New York time type Full time posted on Posted Yesterday At Blackstone, we look to attract and retain the brightest minds in the business, hiring professionals across a wide range of disciplines. Our employees are integral to the firm’s identity, contributing to a culture of integrity, professionalism and excellence. It is their dedication and passion for their work that has helped Blackstone become a trusted partner for some of the largest institutional investors in the world. We encourage independent thinking and reward initiative, while providing services to help employees grow professionally. Our global business platform and brand reputation provide an unparalleled launch pad for growing your career. #J-18808-Ljbffr

THE COMPANY

HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $14 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, onshore wind, and storage; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, visit

POSITION SUMMARY

Hannon Armstrong is seeking a Manager to join our Portfolio Management team in New York, NY or Annapolis, MD.

The Manager of Portfolio Management (PM) will support in managing several of HASIs investments in growing portfolio of portfolio in Behind-The-Meter (BTM) solar, which includes residential, commercial & industrial, and community solar. In addition, the individual would support due diligence in underwriting new debt / equity investments in the same space and other emerging areas. The Manager will play a pivotal role in ensuring that HASIs portfolios are able to deliver on their performance targets by leading value optimization initiatives, solving problems, monitoring and managing risks, establishing and measuring key portfolio indicators (KPIs) to proactively understand performance, and maintaining strong and collaborative relationships with clients. The Manager PM will be responsible for the forecasting and tracking of portfolio performance, providing frequent (monthly/quarterly) performance updates to management and external investors, and overseeing junior members in the team. The Manager is expected to support portfolio optimization and syndication efforts.

SALARY RANGE :

Expected salary range of $40,000 - 180,000, based on experience and location. In addition, HASI offers an annual bonus program; 401(k) with company match; an equity incentive program; comprehensive medical, dental and vision benefits; paid time off for vacation, holidays, and sick days; and much more.

EDUCATION AND PRIOR WORK EXPERIENCE:

5-7 years of overall professional experience, with at least 3 years experience in investing, financing, and/or portfolio management in the North American energy sector,

Bachelors degree in a business or technical discipline (i.e. engineering or finance/business). Relevant Masters degree, CFA or other certification is preferred

RESPONSIBILITIES:

The Manager PM will be part of a team responsible for maximizing the financial performance of HASIs portfolio investments. The position requires maintaining a deep understanding of the underlying project assets and investment structures (financial, technical, and contractual)

The Manager PM should be familiar with the deal documents, governance rights, HASIs rights/obligations, and financial models of the portfolios they are helping to oversee

The Manager PM should be able to support investment restructurings, workouts, modifications, and dispositions. Associated commercial responsibilities include, but are not limited to, developing workplans that facilitates the various workstreams for the internal cross-functional team across the enterprise to achieve the desired outcomes, assessing the corresponding value and risk, supporting the negotiations with counterparties, and reviewing final deal documents.

Provide and manage financial modeling and other necessary support for valuation updates to existing portfolios and support the internal accounting and treasury teams for corporate reporting requirements and cash flow forecasting

Act as a liaison with HASIs external stakeholders - sponsors (owner/operators) and lenders/co-equity investors

Support due diligence on new investments including, but is not limited to, reviewing key commercial contract terms and working with the Investment Team to negotiate acceptable outcomes, opining on revenue and expense assumptions, and analyzing the underlying market and regulatory value drivers and risks of the investment

Provide feedback to the Investment Team leveraging the experience gained from the existing portfolio to strengthen future underwriting

Monitor and analyze operating and financial performance across the portfolio, and conduct variance analysis of project and investment performance

Support portfolio optimization initiatives by identifying key metrics and levers to enhance portfolio performance and reduce risk.

Develop commodity and environmental attribute market intelligence that drives portfolio revenue growth

Understand and internally communicate deal and transaction specifics and field ad-hoc requests from the business around investment data, performance and processes

Work closely with cross-functional teams to facilitate the complete, accurate, and timely onboarding of new transactions and ongoing monitoring of investments

Assist in preparation and presentation of periodic internal, leadership, and Board materials

Lead and support portfolio syndication processes, including preparation of marketing materials, oversight of data room setup, coordination with potential investors, and management of due diligence workflows

SPECIFIC RECOMMENDED KNOWLEDGE AND SKILLS:

Previous direct investment/financing experience in energy/renewable assets and related financial investments (i.e. project finance debt and equity) from either an owner/operator or financial investor perspective

Experience working in a cross-functional team environment. Ability to manage a team with multiple priorities and adjust quickly to changing priorities

Values diverse perspectives, highly collaborative, inclusive, able to bring out other view points from members of the team, and recommends decisions after considering others points of view

High caliber and professional interpersonal, negotiation, communication, time management and presentation skills

Dependable, reliable, plays to win as a team, and excellent at taking initiative and mentoring and managing Associates and Analysts in the team

Organized, detail-oriented, can work independently, and be a supportive team member

Solid working knowledge and understanding of commercial contracts, operations and maintenance, and regulations related to North American renewables a plus

Strong financial analysis and modeling skills with experience in creating, reviewing, and analyzing financial models

Advanced MS Excel, PowerPoint, and Word skills

Excellent written and verbal communication skills

Excellent interpersonal skills with the ability and desire to work in a fast-paced, innovative, entrepreneurial environment

EEO STATEMENT

The Company maintains a policy of non-discrimination in employment and complies with and supports all Federal, state, and local laws regarding discrimination in employment. Specifically, the Company does not discriminate in employment opportunities or practices against any employee, intern, or applicant on the basis of race, color, gender, sex, sexual orientation, gender identity, religion, ancestry, national origin, age, citizenship status, marital status, pregnancy (including childbirth, lactation, or related medical conditions), mental or physical disability, veteran status, uniformed servicemember status, genetic information (including testing and characteristics), or any other characteristic to the extent prohibited by federal, state, or local law. Decisions regarding staffing, selection, and promotions are made on the basis of individual qualifications related to the requirements of the position.

As a Portfolio Management Assistant, you will provide operational, analytical, and general administrative support to a team of equity portfolio managers.

Key Responsibilities
We're looking for a Sr. Portfolio Management Assistant to support our healthcare hedge fund strategy. The person who will be successful in this role will be someone who thrives in a fast-paced environment, takes initiative, is a continuous learner, and is able to prioritize tasks for themselves and others.

What you'll do:

• Work closely with the portfolio management team to support the foundational aspects of portfolio construction and implementation, including:
  
  • Monitoring portfolio cash and holdings
  • Accurately entering equity trade orders into investment systems,
  • Providing daily, monthly, and quarterly portfolio reporting
  • Ensuring that portfolios align with client guidelines and applicable regulations.
• Act as the primary point of contact between portfolio management teams and internal business partners (Compliance, Operations, Technology, etc.).
• Troubleshoot issues, lead portfolio management teams through operational and technological changes and participate in platform implementation activity.
• Respond to ad hoc requests from portfolio managers, including requests for portfolio analytics, transaction details and market commentary

• The opportunity to work closely with investment professionals and to gain exposure to investing in the healthcare sector
• Making an impactful contribution to the success of the team and helping clients to achieve their investment goals
• An organization with ongoing dedication to Diversity, Equity, and Inclusion
• A working climate that values and supports varied perspectives and cultures

• Bachelor's degree or equivalent work experience
• Strong interpersonal skills with the ability to collaborate with multiple teams at multiple levels
• Curiosity about financial markets and the asset management business
• Experience with Microsoft Office, an interest in programming languages and an ability to quickly learn specialized investment systems
• Attention to detail, accuracy, and timeliness
• A collaborative can-do attitude

• An interest in learning more about investing in the healthcare sector

• Actively manage all facets of the daily operations of the identified portfolio, including but not limited to:
  • Routinely analyze the credit migration trends of the portfolio and individual names;
  • Idea generation for value added cross buy or client opportunities;
  • Quarterly and annual credit reviews;
  • Prepare quarterly Credit Risk Management ("CRM") portfolio reviews;
  • Process amendment and waiver requests, write or review credit modifications, submit to risk and address Q&A, follow-up on the required legal amendments to the documentation until execution;
  • Track compliance of financial covenants and other reporting covenants such as construction/ operating reports, insurance, etc.;
  • Review annual risk rating updates prepared by an administrative support team;
  • Oversee and prepare collateral monitoring reports;
  • Prepare and maintain reports as requested by regulators, rating agencies and other external parties;
  • Maintain various department and industry databases/trackers;
  • Maintain internal portfolio tracking metrics;
  • Respond to ad hoc internal requests on portfolio composition and exposure;
  • Coordinate and work with offshore portfolio support teams
• Diligent and proactive credit monitoring through the review of all covenanted financial and project information (e.g. financial models, Borrower and Adviser operational / construction progress reports) as well as compliance with all regular reporting activities in line with the bank's policy and procedures
• Take an acive role in oversight and development of the junior project finance team members
• Interface with relationship managers and sector specialists to ensure an active dialogue on credit trends, challenges and opportunities with individual borrowers
• Responsible for the accurate internal system processing (Vantage) including GRID, FINAN, TSC, Risk Rater
• Monitor and identify market developments and proactively manage their potential impact on the portfolio
• Support Team Lead and coordinate between Portfolio Management/ Origination in order to ensure timely and accurate response to internal (CAS) and external regulatory controls and audits by providing the required insights, reports and samples and by participating in the dialogue if so requested
• Stay up-to-date on organizational operating policies and procedures (i.e. Risk, Legal, etc.) to ensure appropriate protocols are implemented and followed, and facilitate accordingly
• Coordinate with KYC/CDD team
• Assist the team in the execution of new transactions, amendments and refinancings on an as-needed basis

• Minimum of 6 years of relevant experience

• Strong financial and credit analysis capabilities
• Strong financial modeling capabilities
• Excellent presentation and communication skills
• Ability to thrive in a fast-paced environment with multiple competing priorities
• Committed and dedicated individual who will continuously improve the way the team works
• Self-motivated and willing to work in a deal oriented and deadline driven environment
• Experience taking internal credit approval processes from start to finish
• Excellent understanding of GAAP accounting statements & principles
• Understanding of risks associated with project finance
• Knowledge of Legal Documentation
• Proficient in MS Excel and Word

• Case Study including writing sample and a debt modeling test
• References

Engineering Lead (Portfolio Management)

Engineering | New York, NY

What youll do:

As a member of our Software Engineering team, you will play a vital role in designing, developing, and maintaining software components that support the portfolio management functions of our business. You will collaborate closely with experienced engineers, product managers, the portfolio management team, and external vendors to meet the growing demands of our increasingly complex operations. You'll also have the opportunity to work with modern technology paradigms on Google Cloud, including modular architecture, functional programming, and reactive applications. More specifically youll:

• 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

Who you are:

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

What youll bring to the table:

• 5+ years of Software Engineering experience
• Strong programming skills in Java
• Knowledge of RDBMS. NoSQL 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

About Ethic:

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 & Benefits:

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-$95,000 per year, commensurate with experience.

Our benefits package includes;

• 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

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

Submit an application:

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.

Nasdaq is seeking a proactive and detail-oriented Program Manager to support the Product Portfolio Management team within the Capital Access Platforms Division. This team plays a key role in driving consistency, alignment, and operational excellence across multiple product lines.
In this role, you'll help coordinate and support cross-functional initiatives that improve how product teams plan, prioritize, and execute. You'll work closely with product managers, business stakeholders, and operations teams to ensure that product processes are efficient, transparent, and scalable. This is a great opportunity for someone early in their career to gain exposure to enterprise-level product operations and portfolio management.

What You'll Do:

• Cross-functional Alignment Support: Assist product and business leaders in coordinating efforts across teams to promote alignment within the product portfolio.
• Process Improvement Assistance: Contribute to the development and documentation of prioritization frameworks, planning cadences, and operational practices that enhance consistency and decision-making.
• Innovation Support: Help facilitate innovation-related activities by supporting the implementation of repeatable processes for idea generation, validation, and coordination with delivery teams.
• Product Process Enablement: Support efforts to improve product process maturity by helping teams adopt shared practices and tools throughout the product lifecycle.
• Cross-functional Collaboration: Collaborate with teams across product development, marketing, sales, and finance to support the execution of product strategies and initiatives.
• Program Coordination: Provide coordination support for product operations initiatives that span multiple business lines, including scheduling, tracking, and reporting.
• Training & Enablement Support: Assist in the creation and delivery of training materials and resources that help product teams understand and apply best practices consistently.

• Experience: 2-3 years of experience in program coordination, product operations, or project management-ideally in a SaaS, fintech, or B2B environment.
• Organizational Skills: Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Communication: Clear and professional communication skills, both written and verbal, with the ability to work across teams and levels.
• Analytical Thinking: Comfort working with data and tools to support decision-making and reporting.
• Team Mindset: A collaborative, can-do attitude and a willingness to learn from others and contribute to team success.

• Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to 10k, Company paid life and disability plans, Generous paid time off
• Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
• Care for Family : Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
• Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
• Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities