Investment Analyst

Northern Trust Corp; Chicago (IL); On-site; USD 74,000 - 118,000; Full time

Job summary

Northern Trust is seeking a professional to support the Global Multi Asset team across investment research, thought leadership, and portfolio initiatives. The role blends asset allocation research with creating clear, client-facing content for institutional audiences and thought leadership materials.

You will translate complex research into polished presentations and publications, collaborate with investment professionals, and help support IPC meetings and the team’s tactical asset allocation

Qualifications

• 2+ years of experience in financial services (Asset Management and/or Fund Administration preferred).
• College or University degree required; Finance, Economics and/or Accounting experience required.
• Strong oral and written communication skills.
• MS Office proficiency and familiarity with AI use cases.
• Ability to research investment opportunities.

Responsibilities

• Create content related to multi-asset research and investment capabilities (70%).
• Conduct Asset Allocation investment research (30%).
• Support portfolio management and product management initiatives.
• Serve as a subject matter expert on decks and marketing collateral for thought leadership and research publications.
• Collaborate with partners to support monthly IPC meetings.
• Facilitate IPC discussions and implementations.
• Carry out research tasks to support the team's tactical asset allocation process.

Skills

Content creation

Investment research

Communication

AI usage

Education

Finance/Economics/Accounting degree

Tools

MS Office

AI tools

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 role will support the Global Multi Asset team across investment research, thought leadership, and portfolio and product initiatives. The role combines asset allocation research and investment analysis with the ability to translate complex investment views into clear, compelling content for institutional and intermediary audiences. Approximately 70% of the role will focus on developing content related to the team's multi-asset research and investment capabilities, while approximately 30% will focus on asset allocation and investment research, including support for the team's Tactical Asset Allocation (TAA) process and Investment Policy Committee (IPC). The successful candidate will be analytically curious, highly organized, comfortable working with investment professionals, and particularly strong at translating research and portfolio insights into polished presentations, publications, and other client-facing materials.

Major Duties:

• 1. Create content related to multi-asset research and investment capabilities (70%)
• 2. Asset Allocation investment research (30%)
• 3. Support portfolio management and product management initiatives
• 4. Serve as a subject matter expert on creation of presentation decks and marketing collateral for thought leadership and research publications
• 5. Collaborate with key partners to support the monthly Investment Policy Committee (IPC) meetings
• 6. Facilitate discussions and implementation of IPC meetings
• 7. Carries out research tasks to support the team's tactical asset allocation process

Knowledge:

• Create, design and maintain complex presentation templates
• Ability to research investment opportunities
• Demonstrated ability to collaborate with teams to achieve objectives and meet deadlines
• Strong oral and written communication skills
• Highly flexible and adaptable to change
• MS Office suite proficiency, practical AI-implementation use cases

Experience:

• 2+ years of experience working in financial services (Asset Management and/or Fund Administration preferred)
• College or University degree required; Finance, Economics and/or Accounting experience required.

Salary Range:

$73,500 - 117,700 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.

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.

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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.

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.