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Operations Associate

NorthCoast Asset Management
Greenwich, CT Full Time
POSTED ON 4/25/2025
AVAILABLE BEFORE 6/25/2025

NorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for an Operations Associate to join our team. Based in our Greenwich, CT office, the Operations Associate is responsible for NCAM operational billing and financial reporting functions. This role will report directly to the Senior Vice President of Operations and Compliance. Primary responsibilities include daily reconciliation of 6000 accounts, daily/quarterly valuation, performance reporting, billing, assessing, and supporting infrastructure needs and supporting trader’s daily activities.

The ideal candidate is self-motivated, has a high attention to detail, ability to multi-task, a team-oriented attitude and has some financial services operations/reconciliation experience. Intermediary knowledge of Microsoft Excel is required. Knowledge of Salesforce, Athena Spark, SS&C’s GWP, and SS&C’s Sylvan are a plus. Competitive salary plus benefits.

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Health savings account
  • Paid sick time
  • Paid time off
  • Parental leave
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Performance bonus

Application Question(s):

  • How many years do you have using Microsoft Excel in school or professionally?

Ability to Commute:

  • Greenwich, CT 06831 (Required)

Work Location: In person

Salary : $55,000 - $70,000

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