Associate Consultant

ACCA Careers; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Northern Trust in Bengaluru (India) invites applications for an Associate Investment Consultant to drive end-to-end product support, reporting, onboarding, regulatory processes, and governance across global funds. The role spans analytics, strategy, and operational duties within the Global Product organization.

Successful candidates will bring 4+ years in investment management or asset servicing, strong communication skills, and a proactive, detail‑oriented mindset.

Qualifications

• 4+ years in investment management or asset servicing, including product management or regulatory reporting.
• Understanding of the investment management industry and cross‑jurisdiction vehicles.
• Strong communication and organizational skills with attention to detail.
• Ability to prioritise in a fast-paced environment.
• Proactive, creative thinking and value-add ideas for the firm.
• Experience with Microsoft Office; familiarity with Copilot.
• Ability to follow established procedures and maintain accurate records.
• Teamwork and professional demeanor.

Responsibilities

• Execute end‑to‑end 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: financial reviews, budgeting, NAV reviews, invoice processing.
• Manage fund onboarding and maintenance: share class setup, LEI registrations, data maintenance.
• Provide governance oversight: quarterly Investment Committee and Board reporting packs.
• Support regulatory and operational processes: PRIIPs/UCITS KIID prep, tax processes, proxy monitoring.
• Coordinate external vendor data reviews and core product admin activities.
• Deliver product strategy and analysis support across asset classes.
• Enable capacity reallocation for senior Product partners to focus on development.

Skills

Product management

Regulatory reporting

Lifecycle management

Fund operations

Data analysis

Cross-functional collaboration

Attention to detail

Problem solving

Tools

Microsoft Office

Copilot

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.

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 investment vehicles across multiple jurisdictions, marketing constructs, and distribution channels
• Effective collaboration and communication (verbal & written) skillsStrong organizational skills, with attention to detail and commitment to quality
• Ability to prioritize in a fast‑paced environment
• Ability to follow established procedures and maintain accurate records
• Ability to think creatively and outside the box to find to solutions to known problems, as well as proactive and value‑add ideas that benefit the overall firm objectives
• Demonstrated ability to multi‑task, effectively manage and navigate multiple projects, organize competing objectives and manage deadlines
• Strong work ethic and professional demeanor
• Creative and technical abilities across the Microsoft office suite, including Copilot

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 committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

About Our Bangalore Office

The Northern Trust Bangalore office, established in 2005, is home to over 5,600 employees. In this stunning office space, we offer fantastic amenities which include our Arrival Hub - Jungle, the GameZone, and the Employee Experience Zone that appeal to both clients and employees. Learn more.

End Date:

August 15, 2026