Lead Portfolio Manager

Lead Portfolio Manager Stamford, CT 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. 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. #LI-JS1 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. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here 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 Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Salary : $110,000 - $120,000