About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Summary The successful candidate will be responsible for assisting senior partners in the management of investment relationships and funds for high net worth and institutional clients in a multi-asset framework. Will work with senior partners to help develop investment objectives and guidelines for clients, and perform investment and risk analysis to support these relationships. Responsibilities also include monitoring client portfolios, external investment managers, and the production of client reporting. Primary Duties and Responsibilities: Assist senior partners in the management and risk analysis of investment accounts. Conduct asset allocation studies to identify optimal portfolios tailored to achieve client goals, incorporating client risk tolerance levels, funding and income needs, and knowledge of current Economic and financial market conditions. Assist in the construction, oversight, and marketing of multi-asset and multi-manager portfolios used to fulfill target asset allocations. Assist in developing new tools to improve the strategist team’s investment management capabilities. Research for new ideas and opportunities found in academic literature and creatively apply to current investment processes. Gather, analyze, and compile various statistics on pooled funds and separate accounts (i.e. asset types, bond quality rates, performance statistics, etc.) from external investment managers, to create investment summaries for internal and external use. Provide senior partners with statistical and market data, such as market outlook and graphs, for use in creating marketing booklets and other materials for Northern Trust clients. Oversee distribution of reports. Research and analyze investment data to formulate investment recommendations to select and/or replace external investment managers. Assist in the monitoring and management of the relationships with external investment managers. Display high level of teamwork toward achieving Northern Trust’s goals. Maintain a positive influence in the group. Proactively advise Northern Trust partners of issues that may affect client/prospects in either a positive or negative way. Work with Legal and Compliance to help ensure all aspects of the client relationship, investment process, and reporting adhere to the policies and procedures. Necessary Knowledge, Skills, and Experience: 3 - 5 years industry related experience, preferably in the Manager of Managers business. Strong analytical skills and ability to provide investment recommendations based on qualitative and quantitative information. Advanced knowledge of MS Office applications (Excel, Powerpoint, Word) required. Experience with macros and programming (VBA, R, or Python) preferred. Knowledge of returns based, positions based, risk analysis, and optimization software. CFA or CSI’s CIM® designation is required, with CAIA designation preferred. University Degree required, preferably BComm/BS/BA in Finance, Economics or related fields. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies. Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)
