Client Portfolio Management Analyst

Northern Trust Corp.; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Northern Trust in Bengaluru is seeking a CPM Analyst to support the firm’s $1 Trillion investment platform, focusing on equity, fixed income and multi-asset solutions. The role translates investment views into clear, client-ready communications and visuals, partnering with distribution to identify client needs.

The successful candidate will work with NTAM and senior team members, gaining exposure across CPM, investment, or client-facing roles, with strong analytics and AI proficiency valued.

Qualifications

• Bachelor’s degree is required.
• MBA or CFA designation preferred.
• Experience in asset management or investment communications is desired.
• Strong ability to interpret investment data and create client-ready visuals.
• Proficiency with PowerPoint and Excel is essential.

Responsibilities

• Create investment commentary and market communications across multiple asset classes.
• Develop engaging exhibits, charts, and analytics for client reports and fund collateral.
• Coordinate with reporting and product teams to deliver messaging consistently.
• Leverage AI to improve process efficiency and presentation quality.

Skills

PowerPoint

Excel

Investment analysis

Client communication

Education

Bachelor's degree

MBA or CFA preferred

Tools

Bloomberg

FactSet

Morningstar

Seismic

MandateWire

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.

Role Summary:

Northern Trust Asset Management is seeking a Client Portfolio Management (CPM) Analyst to support commercial positioning of the firm’s $1 Trillion investment platform with key focus on equity, fixed income and multi-asset solutions.

The CPM Analyst will translate investment views and portfolio outcomes into clear, commercially relevant communications and presentation content. The Client Portfolio Management (CPM) team represents both the investment teams and the voice of the client. CPMs work flexibly across NTAM to deliver investment solutions and partner with distribution to identify client needs and opportunities for NTAM to address those needs. The successful candidate will support the team’s core activities and senior team members while gaining exposure that provides longer term career pathways toward senior CPM, investment, or client‑facing roles. The ideal candidate will have ambition to advance existing processes with the use of strong analytic skills and AI proficiency.

Principal Responsibilities:

1. 1. Investment Commentary & Market Communications
   • Create commentary to explain investment results for a wide range of strategies across multiple asset classes and product types.
   • Leverage performance and attribution data to develop commentary.
   • Maintain an understanding of the firm’s investment views and ensure consistency of messaging across strategies where appropriate.
   • Coordinate across reporting and product teams for delivery of commentary into client reports and fund collateral.
   • Leverage AI to improve process efficiency.
2. 2. Presentations and RFP Content
   • Maintain and enhance customized materials leveraged in sales processes and regular client portfolio reviews.
   • Develop engaging exhibits, charts, and analytics.
   • Collaborate with Product Management and Product Marketing teams on shared content and delivery processes.
   • Conduct ongoing reviews of competitor content to ensure NTAM can differentiate and stay ahead of the competition
   • Maintain standard RFP content in collaboration with RFP team.

Desired Qualifications and Attributes:

For internal applications - 24 months as Associate Analyst/Associate Consultant/Technical Coordinator (currently P1) Bachelor’s degree required.

• Relevant post‑graduate study or progress toward a professional designation preferred (e.g., MBA or CFA).
• Prior experience supporting institutional, intermediary, or wealth distribution channels.
• Experience in asset management, investment product strategy, client portfolio management, or investment communications, with a demonstrated ability to maintain and enhance client‑facing materials over time.
• Strong ability to work with and interpret investment data (e.g., performance, exposures, characteristics), including distilling complex information into clear, client‑ready insights and visuals.
• Advanced proficiency with content and presentation tools, including PowerPoint and Excel.
• Familiarity with industry tools such as Bloomberg, FactSet, eVestment, Morningstar, Seismic, and MandateWire.
• Strong attention to detail and high standards for accuracy and quality.
• Intellectual curiosity, sound judgment, and a bias toward action.

quantitative finance, or similar). CFA designation preferred.

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.

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. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America 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.

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with health conditions and 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), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA 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-disciplinary 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

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 under federal, provincial, or local law, regulation, or ordinance.

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-disciplinary 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

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 Know Your Rights (U.S.)