Investment Analytics Associate
Focus Partners Wealth(10 days ago)
About this role
NorthCoast Asset Management is seeking an Investment Analytics Associate to support data integrity and performance calculations for client accounts. The role focuses on ensuring accurate and compliant investment performance reporting and supporting operational improvements within the firm's financial systems.
Required Skills
- Performance Calculation
- Performance Reporting
- Asset Management
- Portfolio Accounting
- GIPS
- Excel
- Python
- VBA
- Data Analysis
- Investment Performance
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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