Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service
Job Summary
Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.
The role involves supporting senior staff in developing customized investment programs and providing comprehensive client servicing and portfolio oversight.
Northern Trust offers a flexible and collaborative work culture with opportunities for career growth and a commitment to diversity, inclusion, and reasonable accommodations.
Matching Summary
Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.
Skills & Requirements
Must-have
Portfolio construction and monitoring
Client investment program management
Investment performance and risk analysis
Advanced MS Excel and PowerPoint skills
Client servicing in investment management
Coordination with multi-disciplinary teams
Nice-to-have
VBA and Bloomberg knowledge
Experience with Northern Trust systems
Strong oral and written communication
Business owner mindset
Ability to work independently
Multi-asset investment knowledge
Key Requirements
9-13 years relevant experience
Bachelor’s Degree required
CFA/CAIA/CIPM certification preferred
24 months internal Associate experience
Asset management industry experience
Knowledge of investment policy and asset allocation