Lead Portfolio Manager - Option Strategies

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
• Maintain trade execution data for TCA analysis
• Compile and maintain performance results for composites
• Develop and maintain automation processes using Visual Basic and/or Python
• Cross-train with operations to reconcile portfolio data and resolve cash inquiries

Requirements

• Bachelor's degree
• Proficiency in Python (ability to handwrite 200+ lines of code)
• Intermediate knowledge of Microsoft Excel
• High attention to detail and ability to multitask in fast-paced environments
• Proactive communication and follow-up skills

Preferred Qualifications

• Experience managing investment strategies in ETF and separately managed account (SMA) formats
• Knowledge of SS&C Technologies GWP
• Experience with Visual Basic

About the Company

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.