SMA & ETF Trading Associate - Options Strategies

LE0306 NorthCoast Asset Management, LLC; United States; On-site; USD 115,000 - 130,000; Full time

Job summary

NorthCoast Asset Management is seeking an SMA & ETF Trading Associate - Option Strategies for our Stamford, CT office. The role focuses on trade execution, research of breaks, and maintaining data for performance composites across 7,000+ client accounts.

The position requires writing Python code, Visual Basic automation, and a strong Excel skillset. You’ll be in the Stamford office five days a week and collaborate with the operations team on cash-related inquiries and custodial issues.

Qualifications

• Bachelor’s degree required.
• 2+ years of relevant experience.
• Ability to handwrite 200+ lines of code in Python.
• A positive attitude and high energy level.
• Experience with ETF and separately managed account strategies preferred.
• High attention to detail.
• Ability to multitask in a fast-paced environment.
• Advanced knowledge of Microsoft Excel.
• Proactive communication and follow-up.
• Knowledge of SS&C Technologies.
• GWP and Visual Basic/Python a plus, training available.

Responsibilities

• Build, execute, and allocate trades across 7,000+ client accounts.
• Research and resolve trade and position breaks with brokers.
• Review client-specific restrictions and data.
• Maintain trade execution data for TCA analysis and composites performance.
• Develop automation for operations/trading with Visual Basic and Python.

Skills

Python

Excel

SS&C Technologies

Visual Basic

GWP

Trading

Education

Bachelor’s degree

Job description

Job Description Summary

NorthCoast Asset Management is looking for a SMA & ETF Trading Associate - 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 counterparties. This position requires a presence in the Stamford office five days a week.

Job Description

• 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

Qualifications

• Bachelor’s degree
• 2+ years of relevant experience
• Ability to handwrite 200+ lines of code in Python
• A positive attitude and high energy level
• Experience managing investment strategies offered in a publicly traded ETF format, alongside separately managed account strategies, is strongly preferred
• High attention to detail
• Ability to multitask in a fast-paced environment
• Advanced knowledge of Microsoft 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

Salary and Compensation

The annualized base pay range for this role is expected to be between $115,000–$130,000 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).

Company Overview

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 network. Learn more at NorthCoast Asset Management or follow the company on LinkedIn.

Focus Overview

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]

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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.

Company Culture

The Company complies fully with the Americans with Disabilities Act. People matter here, not just as a catchphrase, but as a belief. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. Your experience, your judgment, and your perspective, they matter here. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting. We’d love to stay connected. Follow us on LinkedIn for the latest company news, career opportunities, and a closer look at what it’s like to be part of our team.

Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.