Senior Investment Performance Analyst
5 months ago
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.
Role/Department:
The TPS Consultant uses specific knowledge of the investment analytics and client-servicing disciplines to achieve goals through own work. Has specific knowledge and expertise in financial markets and financial concepts, typically gained through formal education and equivalent experience. Uses expertise to provide guidance to others as a project manager or consultant. Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines. Solves complex problems. Works independently; receives mínimal guidance. Leads projects or project steps within a broader project or may have accountability for on-going activities or objectives. Acts as a resource for colleagues with less experience.
The key responsibilities of the role include:
- Independently manages client relationships of varying complexity (evaluating and responding to client inquiries, determining service requirements, providing training, producing client reporting, and helping clients interpret financial metrics to understand the impact of their investment decisions)
- Showcases expertise on Performance Measurement, Attribution and Ex-Poste Risk reporting through clear communication and presentation of analytical data.
- Leads client service reviews including discussions on client satisfaction, service issues, KPIs and change requests.
- Actively promote TPS solutions in prospect pitches and participate in new business implementation activities to ensure accurate and smooth on-boarding transitions.
- Provides data quality oversight, assistance with prioritization of work, and mentorship to less tenured team members.
- Leads on projects/change management and provide solutions to client requests.
- Assists management with strategic projects and initiatives and ability to impact a range of client, operational, project or service activities within own team and other related teams.
- Collaborates with internal TPS, operations, and client servicing partners to problem solve complex client issues and requests. Takes a new perspective on existing solutions and exercises judgment based on the analysis of multiple sources of information to identify and implement process improvements.
- Develop and maintain robust relationships with senior staff at Northern Trust and/or client offices (CIOs, Treasurers, Directors of Investments), with mínimal oversight as a TPS knowledge resource.
- Works within broad guidelines and policies
Skills/ Qualifications:
- Experience within investment analysis or trust-investment related background, investments operations, client-servicing, or transferable experience from a related field
- Knowledge of performance measurement systems and methodologies would be an advantage.
- Interest in, or progress towards CFA, CIPM, CAIA or other investments-related professional designation.
- In-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines.
- Awareness of the competition and the factors that differentiate them in the market.
- Applies best practices and insights into how the TPS team integrates with other Northern Trust teams within Business Services, C&IS, and Wealth Management to coordinate efforts and resources to achieve shared and individual objectives, as well as to provide leadership in solving cross-practice problems.
- Prior client-servicing experience required.
- Business judgment required in order to quickly assess a situation and proactively develop solutions to complex client needs.
- Use of Microsoft Office tools, advanced Excel skills preferred.
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.
Reasonable accommodation
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.
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