Operations Business Analyst

Focus Financial Partners; Stamford (CT); Presencial; USD 60.000 - 65.000; Jornada completa

Descripción de la vacante

NorthCoast Asset Management is seeking an Operations Business Analyst to compile, analyze, and deliver data and reporting packages for senior management, auditors, and partners. You will support billing and revenue reporting, and provide backup for investment performance reporting in a fully in-office Stamford, CT role.

The ideal candidate has a finance/business/analytics background, with strong Excel skills and the ability to manage multiple projects in a fast-paced environment.

Formación

• Bachelor’s degree required in Finance/Accounting/Economics/Business/Math/Info Systems or related field.
• Strong analytical and problem-solving skills with large data sets.
• High accuracy, detail-orientation, and strong organization.

Responsabilidades

• Compile, analyze, and prepare data requests for leadership and external stakeholders.
• Prepare recurring and ad-hoc reporting packages for internal and external parties.
• Assist with billing, revenue reporting, and accounts receivable tracking.

Conocimientos

Analytical skills

Problem solving

Attention to detail

Excel proficiency

Communication skills

multitasking

Educación

Bachelor's degree in Finance/Accounting/Economics/Business/Math/Information Systems

Herramientas

Microsoft Excel

Descripción del empleo

Job Description Summary

NorthCoast Asset Management, is looking for a Operations Business Analyst to join their team. This role will report directly to the Senior Vice President, Operations and Compliance. The Operations Business Analyst will play a key role in compiling, analyzing, and delivering data and reporting packages for the firm’s parent company, third-party business partners, auditors, compliance providers, and senior management. The position will also support billing and revenue reporting processes, provide backup coverage for investment performance reporting, and assist with various operational initiatives. This role is fully in-office out of our Stamford, CT office.

Job Description Summary

NorthCoast Asset Management, is looking for a Operations Business Analyst to join their team. This role will report directly to the Senior Vice President, Operations and Compliance. The Operations Business Analyst will play a key role in compiling, analyzing, and delivering data and reporting packages for the firm’s parent company, third-party business partners, auditors, compliance providers, and senior management. The position will also support billing and revenue reporting processes, provide backup coverage for investment performance reporting, and assist with various operational initiatives. This role is fully in-office out of our Stamford, CT office.

Job Description

Primary Responsibilities

• Compile, analyze, and prepare data requests for the firm’s parent company, senior management, auditors, and third-party business partners
• Prepare recurring and ad-hoc reporting packages for internal and external stakeholders
• Assist with operational due diligence, audit requests, and compliance reviews by gathering and validating supporting information
• Support compliance initiatives through data collection, reconciliation, documentation, and reporting
• Assist with client billing processes, fee calculations, accounts receivable tracking, and revenue reporting
• Prepare and maintain operational and financial reporting dashboards and management reports
• Coordinate with parent company finance, accounting, compliance, risk, and internal audit teams
• Provide backup support for investment performance reporting, including account-level and composite performance calculations and reporting
• Perform data reconciliation and quality control reviews to ensure reporting accuracy across systems and custodians
• Research, analyze, and resolve operational issues involving custodians, portfolio accounting systems, client accounts, and third-party providers
• Identify opportunities to improve reporting processes, automate workflows, and enhance operational efficiencies
• Maintain documentation for operational procedures, reporting processes, and internal controls
• Assist with special projects and strategic initiatives as assigned

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, Information Systems, or related field
• Strong analytical and problem-solving skills with the ability to work with large data sets and identify trends.
• High level of accuracy, attention to detail, and organizational skills.
• Advanced proficiency in Microsoft Excel, including formulas, PivotTables, data analysis, and report preparation.
• Strong written and verbal communication skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Demonstrated ability to work both independently and collaboratively within a team.
• Interest in investment management, financial services, operations, compliance, or business analytics preferred.

This position is an non-exempt position. The annualized base pay range for this role is expected to be between $60,000 - $65,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut with over $5 billion in assets and 40 employees. The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic investment process grounded in common sense will outperform intuition over time.

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 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.

EEO Statement

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 [e-mail]

The following language is for US based roles only

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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.