Associate Consultant - Integrated Portfolio Services

ACCA Careers; Chicago (IL); On-site; USD 62,000 - 98,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Discretionary bonus program

Job summary

Northern Trust is seeking an experienced professional in Chicago to manage client relationships, resolve queries, and prepare insightful client reports. You will collaborate across teams to turn around requests efficiently and support junior staff in skill development.

The role requires a bachelor’s degree and strong knowledge of investment banking processes, with advanced Excel skills and Excel-based reporting capabilities. A competitive benefits package accompanies this position.

Qualifications

• Excellent oral and written communication skills with clients and colleagues.
• Broad understanding of investment banking processes and financial markets.
• Ability to use judgment and make decisions independently.
• Proven problem-solving skills and analytical thinking.

Responsibilities

• Own client relationships and independently resolve client queries.
• Produce client reports and help clients understand investment decisions.
• Turnaround queries quickly by collaborating with upstream parties.
• Impart knowledge to junior staff and assist in prioritization of work.
• Identify process improvements and implement with stakeholders.

Skills

Communication skills

Business acumen

Analytical thinking

Problem solving

Education

Bachelor’s degree

Tools

Microsoft Office

Excel

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.

• Should possess problem solving ability relying on existing client procedures, capable of analyzing impending problems and formulate solutions.
• In-depth understanding of process and should abide to achieving agreed Key Performance Indicators or Service level agreements and objectives.
• Collaborate with various upstream parties, generate ideas to quickly turnaround query resolution and thereby strengthen stakeholder relationship.
• Own client relationship and be capable of independently evaluating and resolving client queries, produce client reports and support clients understand the impact of their investment decisions.
• Impart knowledge to junior staff by identifying tasks that demand training needs leading to upscaling their skills, assist in prioritization of work and deliverables.
• Identify areas that require improvement to existing process, formulate solutions and implement them by collaborating with internal team members and necessary stakeholders.
• Possesses required business acumen and technical savviness in overseeing work completed by the junior staff, provides them assistance in delivering agile and flawless reports.
• Identifies and drives projects that would lead to increased efficiency and improved productivity of the team.

Knowledge

• Excellent oral and written communication skills are required.
• Requires a comprehensive understanding of a range of processes, procedures, systems, tools, and concepts within Investment banking discipline.
• Applies general knowledge of business and financial markets developed through education or experience.
• Expected to use judgement to make decisions without seeking approval.
• Exchanges straightforward information asks questions to junior staff and checks for their understanding.

Experience

• Bachelor’s degree, preferably in business, finance, technology, or related field
• Use of Microsoft Office tools, advanced Excel skills preferred.
• Excellent time management, Analytical, problem solving and multi-tasking skills.
• Overall, 4+ years of experience and a minimum of 3 years’ experience in investment banking or related domain.

Salary Range

$61,500 - 98,300 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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.