Investment Analytics Associate
About The Position
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. 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.
Requirements
- 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
- 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
- Strong attention to detail
- Analytical and problem-solving mindset
- Ability to multitask in a fast-paced and sometimes stressful environment
Nice To Haves
- 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
- Beginner-level VBA knowledge is a plus
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
