Associate Client Investment Officer

NRT (National Revenue Tax)

Bangalore, India
Client servicing in investment management
Investment performance and risk analysis
Portfolio monitoring and reporting
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 assisting senior staff in managing investment programs and providing client servicing support across discretionary and advisory mandates.
  • 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

  • Client servicing in investment management
  • Investment performance and risk analysis
  • Portfolio monitoring and reporting
  • Advanced MS Excel and PowerPoint skills
  • Coordination with multiple partner teams
  • Trading and rebalancing activities

Nice-to-have

  • Business owner mindset
  • Self-starter with minimal supervision
  • Knowledge of Bloomberg and Factset
  • Experience with Northern Trust systems
  • Strong oral and written communication
  • Attention to detail and multi-tasking

Key Requirements

  • 5-9 years relevant experience
  • Bachelor’s Degree required
  • CFA/CAIA/CIPM certification preferred
  • Asset Management experience preferred
  • Knowledge of asset classes and investment styles

Work Rights

Not specified

Tailored Resume

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