Sr Analyst, Investment Support Services

Northern Trust

Tempe, Arizona, United States
Trust and custody services knowledge
Capital markets general knowledge
Microsoft excel proficiency
The role serves as the primary liaison between Wealth Management client servicing teams and Northern Trust Asset Management trading teams

Job Summary

  • The role serves as the primary liaison between Wealth Management client servicing teams and Northern Trust Asset Management trading teams.
  • Responsibilities include facilitating investment-related activities such as cash requests, model changes, tax harvesting, and portfolio rebalances.
  • The position requires a solid understanding of legal agreements, entity types, and investment product lifecycle administration.

Matching Summary

The role serves as the primary liaison between Wealth Management client servicing teams and Northern Trust Asset Management trading teams.

Skills & Requirements

Must-have

  • Trust and Custody services knowledge
  • Capital markets general knowledge
  • Microsoft Excel proficiency

Nice-to-have

  • Strong interpersonal communication skills
  • Ability to prioritize multiple tasks
  • Consultative problem-solving approach

Work Rights

Not specified

Tailored Resume

Cover Letter