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.

Position Summary NorthCoast Asset Management is looking for a SMA ETF Trading Associate - 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.

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 SMA ETF Trading Associate is an exempt position.

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.

Compensation

package for employees.

Benefits

package. #LI-KP1 For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.

AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

SMA & ETF Trading Associate - Option Strategies