Senior Analyst Investment Support, Wealth Management

Northern Trust

Bangalore, India
Investment support activities
Salesforce or pws case
Sharepoint trackers
Senior Analyst – Investment Support plays a pivotal role in ensuring operational excellence across Wealth Management Middle Office

Job Summary

  • Senior Analyst – Investment Support plays a pivotal role in ensuring operational excellence across Wealth Management Middle Office.
  • Manage and execute core Investment Support activities including CMA onboarding and funding, Cash and asset transitions, Model changes, terminations, and restrictions, Tax harvesting and alternative asset support.
  • As a Northern Trust partner, greater achievements await in a flexible and collaborative work culture where financial strength and stability is an asset that emboldens us to explore new ideas.

Matching Summary

Senior Analyst – Investment Support plays a pivotal role in ensuring operational excellence across Wealth Management Middle Office.

Skills & Requirements

Must-have

  • Investment Support activities
  • Salesforce or PWS Case
  • SharePoint trackers
  • SOPs and audit standards
  • Service level agreements and KPIs
  • Operational risks
  • Risk framework adherence

Nice-to-have

  • Team collaboration and assistance
  • Flexible working arrangements
  • Creative process improvement identification
  • Client relationship building

Key Requirements

  • Minimum 24 months of experience as an Analyst
  • Prior exposure (24 months) in investment support
  • College/University degree or related experience

Work Rights

Not specified

Tailored Resume

Cover Letter