Lead Portfolio Manager - Option Strategies

Position Summary

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.

Primary 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.

Qualifications .

Bachelor’s degree.

Ability to handwrite 200+ lines of code in Python

A positive attitude and high energy level

Experience managing investment strategies offered in a publicly traded ETF format, alongside separately managed account strategies, is strongly preferred

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

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

The Lead Portfolio Manager is an exempt position. The annualized base pay range for this role is expected to be between $115,000 - $120,000/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.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com .

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