Senior Analyst Investment Support, Wealth Management

Northern Trust

Bagmane, India
Flexible (north american shift)
Investment support activities
Salesforce or pws case
Sharepoint trackers and audit logs
Northern Trust is seeking a Senior Analyst for Investment Support in their Wealth Management Middle Office, located in Bagmane, India. The role requires expertise in operational excellence, investment-related activities, and stakeholder communication, emphasizing attention to detail and teamwork

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

Match Score: 85

Northern Trust is seeking a Senior Analyst for Investment Support in their Wealth Management Middle Office, located in Bagmane, India. The role requires expertise in operational excellence, investment-related activities, and stakeholder communication, emphasizing attention to detail and teamwork.

Skills & Requirements

Must-have

  • Investment Support activities
  • Salesforce or PWS Case
  • SharePoint trackers and audit logs
  • Service Level Agreements (SLAs) and KPIs
  • Risk framework adherence
  • Operational risk management

Nice-to-have

  • Leadership support and guidance
  • Flexible working arrangements
  • Collaborative team culture
  • Process improvement initiatives

Key Requirements

  • Minimum 24 months Analyst experience
  • Prior 24 months investment support experience
  • College/University degree or related experience

Work Rights

Not specified

Tailored Resume

Cover Letter