Position Summary

NorthCoast Asset Management is seeking a Portfolio Manager to support the portfolio management team. The team actively manages quantitative stock-selection and asset allocation strategies in global markets. This is an excellent opportunity to join a growing global team and work directly with the portfolio managers. You will be a member of the investment making decision process and contribute to this systematic investment business.

This position requires a presence in the Stamford office five days a week. 
Primary Responsibilities

• 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

Qualifications

• 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

The Lead Portfolio Manager is an exempt position. The annualized base pay range for this role is expected to be between $110,000 - $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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Position Summary

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. NorthCoast Asset Management is seeking a Hybrid Wholesale. The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in‑person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer). 

This position requires a presence in the Stamford office five days a week. 

Primary Responsibilities

Advisor Coverage & Relationship Management

• Manage and grow relationships with a defined book of financial advisors across assigned territories
• Conduct proactive outreach via phone, video meetings, and targeted in‑person visits
• Identify opportunities to deepen engagement across strategies and platforms
• Support advisor onboarding, education, and implementation of firm strategies

Sales & Asset Growth

• Drive net flows through consistent advisor engagement and opportunity identification
• Identify cross‑sell and upsell opportunities within existing relationships
• Track pipeline activity and advance opportunities toward funded AUM

Product & Market Education

• Deliver compliant product education and positioning across the firm’s investment lineup
• Discuss market themes, volatility, and portfolio implications with advisors
• Support due diligence conversations and follow‑up requests
• Coordinate product‑specific deep dives with portfolio managers or specialists as needed

Territory & CRM Management

• Maintain accurate CRM records (calls, meetings, follow‑ups, pipeline)
• Segment advisors by opportunity, activity, and strategic importance
• Monitor territory metrics including activity levels, flows, and conversion rates
• Prepare meeting recaps and internal updates for sales leadership

Internal Collaboration

• Work closely with:
• External Wholesalers
• Sales Management
• Marketing & Sales Enablement
• Portfolio & Product Teams
• Compliance and Operations
• Participate in territory calls, sales meetings, and training sessions
• Provide field feedback on advisor sentiment, competitor activity, and product positioning

Qualifications

• Bachelor’s Degree
• 4+ years in asset management, wholesaling, or financial services sales
• Experience covering wirehouses, RIAs and broker‑dealers advisors
• Strong understanding of investment products and portfolio construction
• Proven ability to drive advisor engagement and asset growth
• Highly organized, consultative, and relationship‑driven
• FINRA licenses (Series 6/7, 63/66) 
• Clean U4

The Hybrid Wholesaler is an exempt position. The annualized base pay range for this role is expected to be between $90,000/year + incentive/bonus  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. 

#LI-KP1

Position Summary

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.

This role can work remote but does require travel throughout the Pacific Northwest

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $110,000 - $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. 

#LI-KP1

Position Summary

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.

NorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for an Operations Associate to join our team. Based in our Stamford, CT office, the Operations Associate is responsible for NCAM operational billing and financial reporting functions. This role will report directly to the Senior Vice President of Operations and Compliance. Primary responsibilities include daily reconciliation of 6000+ accounts, daily/quarterly valuation, performance reporting, billing, assessing, and supporting infrastructure needs and supporting trader’s daily activities.

Primary Responsibilities

• Reconciling equity and option positions, cash, and transactions for all custodians
• Troubleshooting system, custodial and client operational issues
• Tabulating and reporting high risk items to management through daily, weekly and monthly operational risk reporting
• Research and resolve breaks by interfacing trading staff and external parties.
• Research and resolve client and strategy performance reporting issues.

Qualifications

• Bachelor’s degree in accounting or finance preferred but not required.
• A positive attitude and high energy level
• Proactive communication and follow-up.
• Excellent verbal and written communication skills
• Knowledge of Microsoft Excel
• Strong attention to detail
• Ability to multitask in a fast-paced and sometimes stressful environment
• Experience in the financial services industry a plus
• Beginner-level Python and/or VBA knowledge is a plus
• Previous experience with portfolio accounting systems preferably SS&C Technologies Global Wealth Platform (GWP) is a plus.
  
  

The annualized base pay range for this role is expected to be between $55,000-$70,000. 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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