Nc1mo ago

Lead Portfolio Manager

Stamfordlead

OtherPortfolio Manager

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Quick Summary

Key Responsibilities

Rebalance of quantitative active equity and options overlay investment process Generate fundamental insights to be implemented in a quantitatively oriented approach to stock selection,

Requirements Summary

Communicate positioning of portfolio Run portfolio attributions and prepare associated commentaries Review monthly performance numbers of portfolios and respective indices,

Technical Tools

OtherPortfolio Manager

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 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.

Responsibilities

~2 min read

→30% 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

→20% Daily portfolio tasks:

→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

→20% Process improvements

→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

→30% Interface with other departments:

→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

Requirements

~1 min read

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

What We Offer

~1 min read

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.