Lead Portfolio Manager - Option Strategies

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 looking for a lead portfolio manager - 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 counter parties.

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.

• bachelor’s degree.
• ability to handwrite 200+ lines of code in python
• 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
• knowledge of ss&c technologies gwp, visual basic and python is a plus, but we are willing to train.

the lead portfolio manager is an exempt position. The annualized 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. 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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The company complies fully with the americans with disabilities act.