Senior Client Investment Officer, Not-for-Profit OCIO
KNOWLEDGE AND SKILLS:
A successful candidate will benefit from having the following knowledge and skills:
- Experienced advisor working with or for foundations, endowments and other non-profit entities; CIO, investment advisor or investment consultant with experience in working with NFPs.
- Extensive knowledge regarding traditional and alternative investments in an open-architecture framework, as well as related issues that affect investments (economy and markets, finance). Skillset usually acquired through related work experience with an advanced degree or certification program typically required to coordinate, develop and provide integrated investment advisory services to sophisticated clients.
- Analytical and problem solving skills are required to understand, coordinate and deliver sophisticated investment program solutions.
- Technology orientation and proficiency is required to coordinate analysis of client portfolios and recommendations for improvements.
- Written and interpersonal presentation skills are important for ongoing client interaction, team engagement and new business participation.
- Innovation; investment solution and/or product development experience.
EXPERIENCE:
A successful candidate will benefit from having the following experience :
- 10+ years investment experience including extensive experience with open architecture, alternative investments and endowments, foundations and other NFP entities
- MBA/CFA/CAIA/CIMA or other relevant investment credentials preferred
ABOUT NORTHERN TRUST ASSET MANAGEMENT:
As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors.
Northern Trust Asset Management is the 5th largest provider of U.S. outsourced assets under management (according to Pensions & Investments 2022 asset manager survey). With nearly $160 billion in OCIO assets (as of March 31, 2022), our sophisticated and client-centric approach has withstood the test of full market cycles going back to the late 1970s, enabling us to construct better-informed and time-tested portfolios for our clients. With nearly 500 investment professionals worldwide, our clients benefit from our deep experience utilizing real-time information from experts and practitioners in every major asset class to make forward-looking decisions. While not required, many clients also leverage Northern Trust’s custody and banking services, which provides institutions with more efficiency when monitoring and engaging with their service partner(s). Ultimately, our objective is for each client to view their Northern Trust chief investment officer as a trusted partner and an extension of their investment staff.
WORKING WITH US:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2022. We are also the Largest Manager of Worldwide Women, Minority, Disabled and Veteran Managed Assets, Pensions & Investments, 2022.
Northern Trust is an employer of distinction and here are a few more highlights:
- 5th Largest for Worldwide ESG Investment Management, Pensions & Investments, 2022[2]
- Gender Equality Index Member, Bloomberg, 2022 (5th consecutive year)
- One of the World's Most Admired Companies by Fortune Magazine, 2022 (16th consecutive year)
- Top Financial & Banking Company, Black EOE Journal, 2022 (12th consecutive year) and Hispanic Network Magazine, 2022 (12th consecutive year)
- Diversity Champion, Investment News, 2021, 2022
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 ethical companies. Build your career with us and apply today.