Portfolio Management & Research Intern

Program Dates: June 9 – August 14, 2026 (10 weeks)

Position Summary

NorthCoast Asset Management (NCAM) is an active investment management firm founded in 1988 and based in Greenwich, Connecticut with almost $5 billion in assets and ~50 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.

NCAM is looking for a full-time intern to team up with our portfolio management and research groups.

Interns who demonstrate exceptional performance may be considered early for a full-time position following graduation.

Primary Responsibilities

• automate and streamline reports through Python or Excel VBA

• improve portfolio monitoring and trading tools

• assist portfolio managers with ad-hoc assignments and research

• participate in investment discussions with the options team

• submit case studies to enhance on-site learning

Qualifications

• Current student pursuing a bachelor’s or master’s degree in finance, economics, engineering, computer science, math, or a related field.

• Expected graduation date between December 2026 and Spring 2027

• Successfully complete assessments within 5 days of receiving the link.

• Ability to work and commute out of NCAM’s Stamford, CT office 5 days per week; relocation assistance is not provided

• Candidates must have permanent authorization to work in the U.S.

• Strong attention to detail and ability to follow through on projects effectively

• Proficiency in MS Office (Outlook, PowerPoint, Excel, OneNote, Teams, SharePoint)

• Programming experience (Python, VBA)

• CFA or similar designation preferred

• Excited about a career in investment management

This position is a non-exempt position. The base pay for this role is expected to be $20-25/hr. 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. Please note that the job title is subject to change based on the selected candidate’s experience and education.

About Focus Financial Partners

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.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

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 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. The Company complies fully with the Americans with Disabilities Act.