Investment Analytics Associate

 

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