NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut with over $5 billion in assets and 40 employees. The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic investment process grounded in common sense will outperform intuition over time.
Position Summary
NorthCoast Asset Management is looking for an Investment Analytics Associate to join our team in our Stamford, CT office. The role is responsible for the cleanliness and reliability of the separately managed account data. This role will be responsible for client and composite performance data and will provide support to the operations team. Ideal candidates will have strong communication skills, the ability to multi-task and experience in the financial services industry.
To be successful in this role, in-office is required Monday to Friday, 8:00 am to 5:00 pm.
Primary Responsibilities
- Proactively research and resolve account-specific issues across systems
- Be responsible for the system that calculates account, benchmark, portfolio, and composite investment performance monthly in accordance with Global Investment Performance Standards (GIPS)
- Assist in the correction and automation of all data sets in the performance reporting and portfolio accounting systems
- Liaison with GIPS auditor to annually verify performance
- Participate in the enhancement of operations platform, trading platform, infrastructure, and technology
- Maintenance of internal tools for performance dissemination
Qualifications
- Bachelor’s Degree preferred
- A positive attitude and high energy level
- Proactive communication and follow-up
- Experience in performance calculations at an asset management firm with separately managed accounts
- Experience with performance reporting systems, preferably SS&C Technologies Sylvan is a plus
- Previous experience with portfolio accounting systems preferably SS&C Technologies Global Wealth Platform (GWP) is a plus
- Technical skills related to at least some of the following areas: performance calculation, resolving performance calculation issues, operations, investment performance measurement, GIPS, composite management
- Working knowledge of Microsoft products, especially Excel
- Beginner-level Python knowledge is required, Beginner-level VBA knowledge is a plus
- Strong attention to detail
- Analytical and problem-solving mindset
- Ability to multitask in a fast-paced and sometimes stressful environment
The Investment Analytics Associate is an non- exempt position. The annualized base pay range for this role is expected to be between $65,000 - $75,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
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Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
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