Operations Business Analyst

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 firms 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 firms 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

• Bachelors 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 $60000 - $65000 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 applicants 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 candidates 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 or follow the company onLinkedIn.

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 onLinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates 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

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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.

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 states 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.