Lead Portfolio Trader

NorthCoast Asset Management • Stamford, CT

14h • $120,000 - $140,000 • Onsite

About The Position

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.
Position Summary
NorthCoast Asset Management is looking for a Lead Portfolio Trader 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.

Requirements

• A positive attitude and high energy level
• 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

Nice To Haves

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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed