Operations Business Analyst

Focus Financial Partners•Stamford, CT

23h•$60,000 - $65,000•Onsite

About The Position

NorthCoast Asset Management is seeking an Operations Business Analyst to compile, analyze, and deliver data and reporting packages for the firm's parent company, third-party business partners, auditors, compliance providers, and senior management. The role also supports billing and revenue reporting, provides backup coverage for investment performance reporting, and assists with operational initiatives. The position reports directly to the Senior Vice President, Operations and Compliance and is fully in-office at the firm's Stamford, Connecticut office. 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. It provides investment solutions for individuals, financial advisors, and institutions.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, Information Systems, or a related field.
Strong analytical and problem-solving skills, including the ability to work with large data sets and identify trends.
High level of accuracy, attention to detail, and organizational skills.
Advanced proficiency in Microsoft Excel, including formulas, PivotTables, data analysis, and report preparation.
Strong written and verbal communication skills.
Ability to manage multiple projects and deadlines in a fast-paced environment.
Demonstrated ability to work both independently and collaboratively within a team.

Nice To Haves

Interest in investment management, financial services, operations, compliance, or business analytics.

Responsibilities

Compile, analyze, and prepare data requests for the firm's parent company, senior management, auditors, and third-party business partners.
Prepare recurring and ad-hoc reporting packages for internal and external stakeholders.
Assist with operational due diligence, audit requests, and compliance reviews by gathering and validating supporting information.
Support compliance initiatives through data collection, reconciliation, documentation, and reporting.
Assist with client billing processes, fee calculations, accounts receivable tracking, and revenue reporting.
Prepare and maintain operational and financial reporting dashboards and management reports.
Coordinate with parent company finance, accounting, compliance, risk, and internal audit teams.
Provide backup support for investment performance reporting, including account-level and composite performance calculations and reporting.
Perform data reconciliation and quality control reviews to ensure reporting accuracy across systems and custodians.
Research, analyze, and resolve operational issues involving custodians, portfolio accounting systems, client accounts, and third-party providers.
Identify opportunities to improve reporting processes, automate workflows, and enhance operational efficiencies.
Maintain documentation for operational procedures, reporting processes, and internal controls.
Assist with special projects and strategic initiatives as assigned.