NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Greenwich, Connecticut and operates as a part of the Focus Financial network.
Position Summary
NorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for an Operations Associate to join our team. Based in our Stamford, CT office, the Operations Associate is responsible for NCAM operational billing and financial reporting functions. This role will report directly to the Senior Vice President of Operations and Compliance. Primary responsibilities include daily reconciliation of 6000+ accounts, daily/quarterly valuation, performance reporting, billing, assessing, and supporting infrastructure needs and supporting trader’s daily activities..
Primary Responsibilities
- Reconciling equity and option positions, cash, and transactions for all custodians
- Troubleshooting system, custodial and client operational issues
- Tabulating and reporting high risk items to management through daily, weekly and monthly operational risk reporting
- Research and resolve breaks by interfacing trading staff and external parties.
- Research and resolve client and strategy performance reporting issues.
Qualifications
- Bachelor’s degree in accounting or finance preferred but not required.
- A positive attitude and high energy level
- Proactive communication and follow-up.
- Excellent verbal and written communication skills
- Knowledge of Microsoft Excel
- Strong attention to detail
- Ability to multitask in a fast-paced and sometimes stressful environment
- Experience in the financial services industry a plus
- Beginner-level Python and/or VBA knowledge is a plus
- Previous experience with portfolio accounting systems preferably SS&C Technologies Global Wealth Platform (GWP) is a plus.
The annualized base pay range for this role is expected to be between $55,000-$70,000. 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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For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
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.
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What We Do
Providing long-term investment solutions for individuals, financial advisors and institutions. Helping clients reach their investment goals by maintaining, refining and enhancing a competitive edge through continuous and comprehensive research. A division of Kovitz Investment Group Partners, LLC. Important disclosures here https://northcoastam.com/terms
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