Lead Portfolio Manager - Option Strategies

Focus•Stamford, CT

1d•Onsite

About The Position

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.

Requirements

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

Nice To Haves

Knowledge of SS&C Technologies GWP, visual Basic and Python is a plus, but we are willing to train.

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.