SMA & ETF Trading Associate: Options & Automation

Focus Financial Partners

Stamford (CT)

On-site

USD 115,000 - 130,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Medical, dental, vision benefits
401(k) retirement plan

Job summary

NorthCoast Asset Management in Stamford, CT is seeking a SMA & ETF Trading Associate - Option Strategies to join our team in a trade execution role. You will build, execute, and allocate trades across 7,000+ client accounts and maintain data for performance reporting and TCA analysis.

The position requires daily presence in the Stamford office and offers a base salary in the $115,000–$130,000 range plus a comprehensive benefits package. Automation skills in Visual Basic and Python are valued.

Qualifications

  • Bachelor’s degree required.
  • 2+ years of relevant experience preferred.
  • Ability to handwrite 200+ lines of Python code.
  • Advanced Excel proficiency and data analysis skills.
  • Experience with ETF and SMA strategies is a plus.

Responsibilities

  • Build, execute and allocate trades across 7,000+ client accounts.
  • Research and resolve trade and position breaks with executing brokers.
  • Review client-specific restrictions and maintain trade data for analysis.
  • Develop and maintain automation using Visual Basic and Python.

Skills

Python coding
Excel
Visual Basic
Attention to detail
Automation scripting

Education

Bachelor’s degree

Tools

Python
Visual Basic
SS&C GWP

Job description

NorthCoast Asset Management in Stamford, CT is seeking a SMA & ETF Trading Associate - Option Strategies to join our team in a trade execution role. You will build, execute, and allocate trades across 7,000+ client accounts and maintain data for performance reporting and TCA analysis.

The position requires daily presence in the Stamford office and offers a base salary in the $115,000–$130,000 range plus a comprehensive benefits package. Automation skills in Visual Basic and Python are valued.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

SMA & ETF Trading Associate — Automation & Execution
SMA & ETF Trading Associate — Automation & Execution

LE0306 NorthCoast Asset Management, LLC • United States

On-site
USD 115,000 - 130,000
SMA & ETF Trading Associate — Automation & Trade Execution
SMA & ETF Trading Associate — Automation & Trade Execution

NorthCoast Asset Management • Stamford (CT)

On-site
USD 115,000 - 130,000
Health insurance
Dental insurance
Vision insurance
+3
SMA & ETF Trading Associate - Options Strategies
SMA & ETF Trading Associate - Options Strategies

NorthCoast Asset Management • Stamford (CT)

On-site
USD 115,000 - 130,000
Health insurance
Dental insurance
Vision insurance
+3
Trading Operations Associate - Excel, Python & Automation
Trading Operations Associate - Excel, Python & Automation

Focus Partners Wealth • Boston (MA)

Hybrid
USD 60,000 - 80,000
Health, dental, vision insurance
401(k) plan
Annual bonus
Options Trading & Strategy Associate
Options Trading & Strategy Associate

Franklin Templeton • Stamford (CT)

On-site
USD 85,000 - 100,000
Discretionary bonus
401k plan
Health insurance
SMA Implementation Analyst
SMA Implementation Analyst

Allspring Global Investments Holdings, LLC • Charlotte (NC)

Hybrid
USD 90,000 - 110,000
Trading Operations Specialist – Options & Growth
Trading Operations Specialist – Options & Growth

Franklin Templeton • Stamford (CT)

On-site
USD 85,000 - 100,000
Discretionary bonus
401k plan
Health insurance
SMA/UMA Trader & Trade Execution Specialist
SMA/UMA Trader & Trade Execution Specialist

Vestmark • United States

Remote
USD 80,000 - 110,000
SMA Implementation Analyst
SMA Implementation Analyst

Allspring Global Investments • Charlotte (NC)

Hybrid
USD 90,000 - 110,000
Remote SMA/UMA Trade Execution Specialist
Remote SMA/UMA Trade Execution Specialist

OpenKrill • United States

Remote
USD 75,000 - 90,000
Company-paid medical premiums (90%)
Generous time-off program
Total rewards package