NorthCoast Asset Management

Investment Analytics Associate

Stamford, CT (On-site)

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. Primary 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 Qualifications 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 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 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, Beginner-level VBA knowledge is a plus Strong attention to detail Analytical and problem-solving mindset Ability to multitask in a fast-paced and sometimes stressful environment The Investment Analytics Associate is an non- exempt position. The annualized base pay range for this role is expected to be between $65,000 - $75,000/year. 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. 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.