Northern Trust is a globally recognized financial institution committed to providing innovative financial services and maintaining the highest standards of fiduciary responsibility and client service
Job Summary
Northern Trust is a globally recognized financial institution committed to providing innovative financial services and maintaining the highest standards of fiduciary responsibility and client service.
The role involves supporting all aspects of client investment programs, including portfolio reporting, manager selection, trading coordination, and client servicing across multiple client segments.
Employees benefit from a flexible and collaborative work culture within a financially strong and stable organization that encourages internal movement and values inclusivity and flexibility.
Matching Summary
Northern Trust is a globally recognized financial institution committed to providing innovative financial services and maintaining the highest standards of fiduciary responsibility and client service.
Skills & Requirements
Must-have
Portfolio construction and monitoring
Client investment program management
Investment performance and risk analysis
Advanced MS Excel and PowerPoint skills
Investment policy and asset allocation knowledge
Client servicing in investment management
Nice-to-have
VBA and Bloomberg knowledge
Experience with Northern Trust systems
Strong oral and written communication
Business owner mindset and self-starter
Cross-functional initiative leadership
Attention to detail and multi-tasking
Key Requirements
9-13 years relevant experience
Bachelor’s Degree required
CFA/CAIA/CIPM certification preferred
24 months internal experience as Associate
Asset management experience preferred
Knowledge of investment performance and risk calculation