Position Summary
NorthCoast Asset Management is looking for a Lead Portfolio Manager - Option Strategies to join our team in our Stamford, CT office in a trade execution role. Responsibilities include building, executing and allocating trades across 7,000+ client accounts, researching and resolving trade and position breaks with executing brokers, reviewing client specific restrictions, maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites. In addition, the candidate will be required to maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python. The candidate will also cross train with the operations group where he/she will reconcile client’s portfolio data, research and resolve any cash related inquiries and resolve failing transactions with custodians and counterparties.
This position requires a presence in the Stamford office five days a week.
Primary Responsibilities
- Building, executing and allocating trades across 7,000+ client accounts
- Researching and resolving trade and position breaks with executing brokers
- Reviewing client specific restrictions
- Maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites.
- Maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python.
Qualifications.
- Bachelor’s degree.
- A positive attitude and high energy level
- High attention to detail
- Ability to multitask in a fast-paced and sometimes stressful environment
- intermediary + knowledge of Microsoft products especially Excel
- Proactive communication and follow-up
- Knowledge of SS&C Technologies GWP, visual Basic and Python is a plus, but we are willing to train.
The Lead Portfolio Manager is an exempt position. The annualized base pay range for this role is expected to be between $115,000 - $120,000/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.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Skills Required
- Bachelor's degree
- Intermediary knowledge of Microsoft products especially Excel
- Knowledge of SS&C Technologies GWP, Visual Basic and Python
What We Do
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.
