Lead Portfolio Manager

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.

• 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

• 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.

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  or follow the company on linkedin.

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