NTAM Invest Ops Blr, Sr Csltnt

085 Northern Operating Srvs Pvt Ltd; Bengaluru; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Northern Trust Bangalore is seeking a data-onboarding consultant to ensure smooth client onboarding for NTAM clients, coordinating with sales, relationship, product and operations teams.

You will analyze data, resolve issues, drive process improvements, and help build governance and controls to reduce risk while serving global clients.

This role requires 8+ years in financial services operations, strong project management, and excellent communication across diverse groups.

Qualifications

• Understanding of investment management and asset classes.
• Strong analytics and data onboarding experience.
• Excellent problem solving and collaboration.
• Outstanding written and verbal communication.
• Experience with digital and automation transformation.

Responsibilities

• Manage client onboarding across platforms ensuring accuracy.
• Collaborate with sales, Relationship, Legal, Product and Ops on onboarding.
• Own and drive data integrity and validation in a data-driven environment.
• Represent needs of downstream data consumers for cross-team alignment.
• Coordinate with internal and external partners to resolve issues.
• Engage with NTAM leadership to scale operations and mitigate risk.
• Contribute to governance and control framework development.
• Support continuous improvement of client experience with tech and operations.
• Participate in driving change across diverse groups.

Skills

Analytics

Data onboarding

Investment management

Stakeholder management

Communication

Automation focus

Global perspective

Education

Bachelor's degree

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 (NTAM) is an investment management firm with over a trillion dollars entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long‑term objectives. This Consultant role is responsible for ensuring a successful client onboarding experience for NTAM Clients and their relationship managers. This person will assist in resolving data related issues to meet our Service Level Agreements, in addition to data analysis and identification of strategic solutions to improve the overall lifecycle. The role will work with, Sales, Relationship, Product and Investment Operations partners to improve processes and Technology partners to implement infrastructure enhancements.

Primary Duties and Responsibilities

• Manage account and client creation across investment, accounting and performance book of record platforms, enabling the investments process.
• Partnering with Clients, Relationship Management, Legal, Product and Investment Operations to manage both simple and complex onboardings in a project-management fashion.
• Own and drive quality, integrity and validation of records in a data-driven environment with excellence.
• Represent ownership and understanding of downstream data consumer needs to drive excellence in execution across all operational and business teams.
• Collaborate with teams throughout the firm to assist in data analysis and problem resolution.
• Daily interaction, tracking, issue escalation, and resolution with internal and external partners including Global Custodians, Fund Accountants, Trading Counterparties, other service providers and vendors to catalyze the investments process.
• Work in partnership with NTAM operational leaders, peers and technology to achieve scale and operational excellence while mitigating business and regulatory risk and losses.
• Actively participate in the continual improvement of our client experience by collaborating with technology, investment operations, and client servicing teams.
• Assist in the development of a robust governance and control framework.
• Help drive initiatives to strengthen NTAM’s first line of defense, instilling a culture of continuous improvement of policy and procedure to reduce operational risk.

Necessary Knowledge and Skills

• Understanding of the investment management business, multiple asset classes, and investment/financial technology systems within an Asset Management setting
• Enthusiasm for analytics, data, client onboarding, and investment products
• Effective problem-solving, collaboration, and consensus-building abilities
• Strong relationship-building and teamwork skills; a solid collaborator with experience leading initiatives across multiple groups and stakeholders
• Excellent communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade audiences across departments
• Experience driving digital and automation-focused transformation for improved control and efficiency
• Adaptability and flexibility to thrive in a constantly changing environment with shifting business priorities
• Global perspective with sensitivity and awareness of social and cultural differences

Necessary Experience and Education

• Internal applications - 24 months as Consultant
• 8 years plus experience in operational or service roles within the financial services industry, with expertise in client onboarding and/or client servicing; Asset Management experience strongly preferred
• Strong performance in complex project management, lateral collegial influencing and excellence in detailed execution a must
• Track record of using industry trends, data analytics, and automation for growth and risk
• Proven success in driving change and transformation across diverse groups
• Bachelor’s Degree or equivalent experience

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.

Terms and Conditions

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

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‑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

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

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

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.)