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Consultant, Investment Performance

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Inv Perf / Support
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75800 Requisition #
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For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

 

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

 

 

As of December 31, 2018, Northern Trust Corporation had:

 

$10.1 trillion in assets under custody/administration

$7.6 trillion in assets under custody

$1.1 trillion in assets under management

$132 billion in banking assets

Provide institutional and large family office clients with performance and analytics services to evaluate all aspects of the plan/fund's investment program.  Work directly with clients and internal partners (performance analysts, senior management, client administration, and sales) to determine the appropriate service level requirements for the client.  Focus on cultivating deeper relationships with the client’s investment staff.  Identify client specific cross selling opportunities and work towards upselling.  Expand current skillset/knowledge of investments, performance reporting, and client servicing by keeping abreast of current investment trends by attending relevant conferences, reading material (ie white papers, WSJ/FT, etc.) and collaborating with peers and clients.  Act as an active participant on the Northern Trust client service team.

 


Major Duties


1. Provide clients with performance and investment analysis services to evaluate various investments in the client's plan/fund through analytically focused reporting, compliance monitoring and Northern Trust proprietary on-line performance reporting tools .  Provide training support and subject matter expertise for Northern Trust’s on-line performance reporting applications and output.

 

2. Consults with clients and acts as the technical expert on investments, performance and asset allocation as well as expanding client use of premium services that provide enhanced performance measurement, performance evaluation, and asset allocation reporting.  

 

3. Communicates with clients, the client's money managers, and 3rd party consultants on a regular basis responding to investment performance related inquiries, researching reporting issues, and discussing performance analysis reporting capabilities and product suite. 

 

4. Increase client awareness of the Investment Risk & Analytical Services department’s premium product offerings with the intent of cross-selling products where appropriate.

 

5. Reviews rate of return and discrepancy analyses.  

 

6. Interprets business periodicals in order to recognize and understand market environment and trends.

 

7. Interfaces with consultants, partners, and clients to determine servicing requirements and problem solving strategies.

 

8. Develops and produces investment performance reports for clients using internal reporting applications.



Knowledge/Skills


Significant knowledge of investments (public and private markets, derivatives), asset allocation analysis, attribution, and industry related subject matter such as mandates, laws, regulations, and economic conditions that impact investments.  Client servicing-centric work experience in the investment/performance industry is required to develop and provide performance and investment analysis products.

 

Have a thorough understanding of performance calculation, attribution methodologies, and additional investment analysis such as asset allocation interpretation, due diligence and investment manager searches.  Analytical and problem solving skills are required to understand and provide investment reporting solutions.

 

Technology orientation and proficiency with MS Office products is required to generate and improve client reports. 

 

Advance degree program and/or additional professional designations such as the CFA, CAIA, CIMA, or CIPM. 

 

A consultative, proactive approach to client servicing is a must.


Experience: 

7-10 years of investment related experience 
MBA and/or CFA a plus.  
Clients servicing experience required.

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Reasonable Accommodation
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), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC 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
    • 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
    • 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
    • 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 poster (U.S.)EEO is Law Poster Supplement