Client Portfolio Manager, Multi-Manager Solutions (MMS)

056 Northern Trust Investments Inc; Chicago (IL); On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

Retirement benefits (401k and pension)

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Other voluntary benefits

Job summary

Northern Trust is seeking a Client Portfolio Management (CPM) professional to bridge portfolio management and distribution/client service, driving NTAM capabilities across wealth and institutional channels. You will work independently with minimal guidance and collaborate with sales, product management, marketing, and legal to align strategies with client needs.

The role requires 5+ years in investment-related roles, MBA or CFA Level 1 preferred, and strong analytical and communication skills to

Qualifications

• 5+ years investment-related experience with multi-manager investment, asset management and/or investment analysis.
• MBA or CFA Level 1 preferred.
• Strong analytical and communication skills; ability to work cross-functionally.

Responsibilities

• Serve as a point of contact for technical support and knowledge on NTAM strategies.
• Assist with development of thought leadership aligned to client needs and market trends.
• Collaborate with sales, wealth client group, product management, marketing and legal to align strategies.
• Assist in developing additional capabilities to meet client trends.
• Possibly lead projects or ongoing activities and attend research team meetings.
• Work collaboratively with NTAM and other internal partners.

Skills

Investment knowledge

Financial markets

Analytical thinking

Communication skills

Attention to detail

Education

MBA

CFA Level 1

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.

Position Summary

The Client Portfolio Management (CPM) role sits between portfolio management and distribution/client service and is charged with commercializing Northern Trust Asset Management (NTAM) capabilities across all channels including wealth and institutional. Works independently; receives minimal guidance.

Responsibilities

• Serves as a point of contact for technical support and basic knowledge across targeted NTAM strategies, and as a primary point of contact and subject matter expert on MMS strategies.
• Assists with the development of thought leadership driven by continued connectivity to the marketplace and consideration of client needs and industry trends.
• Partners with internal areas including sales, WCG (wealth client group), product management, marketing, and legal to ensure covered strategies are best represented to the marketplace.
• Assists with the development of additional capabilities that meet/anticipate client trends
• May lead projects or project steps within a broader project or may have accountability for on-going activities or objectives.
• Regularly attends manager research team meetings and keeps current on all research recommendation and reports.
• Works in a collaborative fashion with other areas of NTAM.

Requirements

• 5+ years investment related experience with related multi-manager investment, asset management and/or investment analysis experience.
• MBA or CFA Level 1 preferred

Competencies/Skills

• Develop Northern Trust acumen with the ability to leverage strategic relationships to optimize results.
• Knowledge of investments, financial markets, and asset management business
• Excellent analytical skills with the ability to synthesize qualitative judgment and quantitative analysis into clear investment recommendations.
• Familiarity with generative AI tool to draft content, summarize report or streamline daily workflows is a plus.
• Excellent verbal and written communication skills, analytical ability, thought leadership, decisiveness, strong judgement, and the ability to work effectively with internal and external clients, partners, and management.
• Highly flexible and adaptable to change
• Strong organizational skills
• Ability to manage multiple priorities in a fast-paced, autonomous environment.

Salary Range

Salary Range: $114,500 - 194,700 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.

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.

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.

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, nationality, 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.)