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Senior Consultant, Investment Performance

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Legal
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17066 Requisition #
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Provides large, sophisticated clients with performance and analytics services to evaluate all aspects of the plan/fund's investment program.  Interface with clients and internal partners to determine the appropriate service level requirements.  Focus on cultivating deeper relationships with the client’s investment staff. Identify client specific cross selling opportunities and work towards upselling. Expand current skillset by keeping abreast of current investment trends by attending relevant conferences, reading material (ie white papers, WSJ/FT, etc) and collaborating with peers. Act as an active participant on the Northern Trust client service team.

 

Major Duties
1. Provides clients with performance and investment analysis services to evaluate various investment vehicles in the client's plan/fund through standard or custom reporting, compliance monitoring and other on-line tools.
2. Consults with clients and acts as the technical expert on developing new services that provide performance measurement, performance evaluation, and asset allocation reporting.
3. Communicates with client’s , the client's money managers or 3rd party consultants on a regular basis responding to issues, researching reporting problems, discussing performance analysis reporting capabilities.
4. Increase client’s awareness of the department’s premium product offerings with the intent of cross-selling products where appropriate.
5. Completes 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 computer applications.

Knowledge/Skills
Significant knowledge of finance and investment vehicles and mandates, laws, regulations and economic conditions that affect investments acquired through an advance degree program and/or additional distinctions (CFA, CAIA, CIMA, CIPM). Additionally, a related, client servicing centric work experience is required to develop and provide performance and investment analysis products. Have a thorough understanding of performance calculation, attribution methodologies and additional investment analysis (ie asset allocation interpretation, due diligence and investment manager search). Analytical and problem solving skills are required to understand and provide investment reporting solutions. Technology orientation and proficiency is required to generate and improve client reports.  A consultative approach to client servicing is a must.

 

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

 

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 16,500 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 March 31, 2017, Northern Trust Corporation had:
•$121 billion in banking assets
•$7.1 trillion in assets under custody
•$8.9 trillion in assets under custody/administration
•$1.0 trillion in assets under management

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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