Associate Consultant - Integrated Portfolio Services

Northern Trust Corp; Chicago, Northern (IL, KY); Hybrid; USD 62,000 - 98,000; Full time

Job summary

Northern Trust is seeking a professional with strong analytical and communication skills to manage client queries and reports. The role emphasizes problem solving, process improvement, and timely delivery of investment-related information.

Ideal candidates have a bachelor’s degree in a related field, advanced Excel skills, and 4+ years in investment banking or a related domain, with no sponsorship for work authorization required.

Qualifications

• Bachelor’s degree in business, finance, technology, or related field.
• Strong problem solving, analytical, time management and communication skills.

Responsibilities

• Analyze client inquiries and resolve issues using established procedures.
• Maintain and present client reports; explain investment decisions to clients.
• Collaborate with upstream parties to turnaround queries and strengthen relationships.
• Oversee junior staff, delegate tasks, and train on process improvements.
• Identify process improvements and implement solutions with stakeholders.
• Provide guidance to team to deliver accurate, timely reports.

Skills

Problem solving

Analytical thinking

Time management

Communication skills

MS Office

Education

Bachelor’s degree

Tools

MS 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. 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.

Responsibilities

• 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

Salary Range: $61,500 - 98,300 USD Salary range is a good faith estimate of base pay.

Benefits

• 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
• other voluntary and well-being benefits
• 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.

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 reasonable accommodations to individuals with 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.

EEO Statements

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.

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.

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.

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.