Lead Portfolio Manager

NorthCoast Asset Management•Stamford, CT

1d•$110,000 - $120,000

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 Stamford, Connecticut and operates as a part of the Focus Financial network.

Requirements

Excellent analytical and problem-solving skills coupled with a strong attention to detail
Strong communication and presentation skills, some client facing activities expected
Experience managing and trading stocks and options portfolios
Understanding practical methods for quantitative investing including knowledge of asset allocation, systematic strategies, signal combination, risk management, trading cost modeling and portfolio construction is desirable
Desire to work on an integrated quantitative + fundamental investment team. Strong understanding of quantitative and fundamental investing, with an appreciation for both disciplines
Advanced Excel modeling skills: pivot tables, VBA
Programming experience or ability to ramp up in Python, SQL, Bloomberg
3+ years of professional investing experience, ideally in a buy side portfolio management group with exposure to both systematic strategies and concentrated portfolios

Nice To Haves

Progress towards CFA, FRM will be viewed positively, Series 65

Responsibilities

Portfolio rebalancing: Rebalance of quantitative active equity and options overlay investment process
Generate fundamental insights to be implemented in a quantitatively oriented approach to stock selection, options overlay, portfolio construction, and risk management
Conduct one-off financial statement analysis on specific holdings or situations that may impact on our models and portfolios and present recommendations to CIO
Conduct specific portfolio analysis: benchmark relative positioning, what-if analysis, portfolio risk along different dimensions, make recommendations
Develop strong understanding of all aspects of the daily portfolio management process (accounts out of bounds, corporate actions override, cash maintenance, account onboarding...)
Maintain infrastructure and information systems to ensure process integrity, verify signal accuracy
Design templates and monitoring systems to analyze portfolios, streamline investment process and PM actions, new client on-boarding and coherence with market views
Monitor model performance, analyze and address signal-related concerns as well
Identifying and implementing opportunities for improvement in our investment process
Working with quantitative research analysts to translate investment insights into a systematic, data-driven investment process
Identify any needs for system enhancement requirements
Communicate positioning of portfolio
Run portfolio attributions and prepare associated commentaries
Review monthly performance numbers of portfolios and respective indices, assist with newsletter
Answer client-related request on portfolio positioning and holdings
Be the contact point to internal and external constituents, including product, sales, client service, technology, and operations