Associate Consultant

The Northern Trust Company; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

The Northern Trust Company seeks an Associate Investment Consultant in Bengaluru to owner end-to-end product support for global pooled vehicles and strategic products. You will contribute to reporting, fund finance, onboarding, governance, and regulatory processes, enabling efficiency and resilience across the product lifecycle.

You will support product strategy and analytics, perform competitor analysis, and provide coverage across asset classes to align execution with data-driven decisions.

Qualifications

• 4+ years in investment management or asset servicing, including direct experience in product management, regulatory reporting or lifecycle management of funds.
• Understanding of the investment management industry and familiarity with investments.
• 24 months as Senior Analyst (internal applications).

Responsibilities

• Execute business-as-usual product support for global pooled vehicles and strategic products.
• Prepare product reporting and analytics, including monthly management reporting and regulatory snapshots.
• Support fund finance activities, including financial statement reviews, budgeting, NAV reviews, invoice processing.
• Manage fund onboarding and ongoing maintenance, including share class setup, LEI registrations and renewals, data maintenance, and closed-fund oversight reviews.
• Provide governance and oversight support, including preparation of quarterly Investment Committee and Board reporting packs.
• Support regulatory and operational processes, including KIID preparation, tax processes, and regulatory mailings.
• Coordinate external vendor data reviews and submissions and manage core product administrative activities.
• Deliver product strategy and analysis support, including competitor analysis and cross-vehicle insights across asset classes.
• Enable capacity reallocation for senior Product partners to focus on higher-value initiatives.

Skills

Investment management

Regulatory reporting

Product management

Lifecycle management

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Associate Investment Consultant

As a global leader in asset management, Northern Trust Asset Management (NTAM) serves the world's most‑sophisticated investors - from sovereign wealth funds, pension plan sponsors and financial intermediaries to wealthy families and individuals and the advisors that serve them. Our asset management capabilities in index management, cash management, quantitative research, portfolio construction, tax‑advantaged equity, alternatives, sustainable investing and manager selection provide a rich set of capabilities which we tailor to meet the needs of investing clients around the globe.

The mission of the Global Product organization is to translate our investment management capabilities into a comprehensive product strategy rooted in the firm's strategic growth plans. Global Product focuses on innovation, commercialization and product lifecycle management. We work collaboratively with our partners in investment manufacturing and distribution to ensure that we meet or exceed the firm's growth objectives, deliver innovative strategies, foster deeper client engagement through differentiated positioning and strengthen the foundation of our product capabilities.

About your Role

The Associate Investment Consultant role focuses on end‑to‑end product support, spanning reporting, fund finance activities, onboarding and maintenance, governance, regulatory processes, and ongoing operational administration. By centralizing these responsibilities, the Bangalore team enables greater consistency, control, and efficiency across the product lifecycle while strengthening operational resilience.

In parallel, the role supports product strategy and analytics, including competitor analysis, cross ‑ vehicle insights, and junior strategist coverage across asset classes (Alternatives, Index & Equities, Fixed Income & Liquidity, and Multi ‑ Asset). This ensures tighter alignment between execution, data, and strategic decision ‑ making.

Overall, the role provides critical leverage to senior Product leaders globally, allowing highly skilled product partners to refocus on expanded product development and capability initiatives that are currently under‑resourced, while also establishing a strong talent pipeline and long‑term growth model in India.

Key Responsibilities:

• Execute business‑as‑usual product support for global pooled vehicles and strategic products, supporting the efficient operation of the funds.
• Prepare product reporting and analytics , including monthly management reporting, product monitoring, regulatory snapshots, and quarterly global fund exposure and sales reviews.
• Support fund finance activities , including financial statement reviews, budgeting, NAV reviews, invoice processing, and line‑of‑credit management
• Manage fund onboarding and ongoing maintenance activities , including share class setup, LEI registrations and renewals, Eagle data maintenance, and closed‑fund oversight reviews
• Provide governance and oversight support , including consistency checks on fund documentation and preparation of quarterly Investment Committee and Board reporting packs
• Support regulatory and operational processes , including PRIIPs/UCITS KIID preparation, class action filings, tax processes, proxy POA monitoring, securities lending program management, and regulatory mailings
• Coordinate external vendor data reviews and submissions and manage core product administrative activities, including shared mailbox monitoring
• Deliver product strategy and analysis support , including competitor analysis, cross‑vehicle insights, and junior product strategy coverage across asset classes (Alts, Index & Equities, Fixed Income & Liquidity, Multi‑Asset)
• Enable capacity reallocation for senior Product partners , freeing global Product leaders to focus on higher‑value product development and capability initiatives

Experience & Skills:

• The successful candidate will benefit from having:
• for internal applications - 24 months as Senior Analyst
• 4+ years in investment management or asset servicing, including direct experience in product management, regulatory reporting or lifecycle management of funds.
• Understanding of the investment management industry, familiarity with inves