Investment Data Consultant — Portfolio Solutions

Northern Trust; Chicago (IL); On-site; USD 55,200 - 88,400; Full time

Benefits offered by this job

401k and pension benefits

Health and welfare benefits

Paid time off

Discretionary bonus program

Job summary

A leading financial institution in Chicago is seeking an Associate Consultant responsible for managing investment data to meet client requirements. Candidates should possess at least a college degree in relevant fields and have a solid grasp of the investment industry, particularly in alternative assets. Key responsibilities include detailed data management, performance analysis, and process improvement. The role offers a competitive salary and a collaborative work environment focused on continuous improvement and flexibility.

Qualifications

• Minimum 1 year of industry experience is preferred.
• Interest in pursuing a higher degree or certification such as CFA, CAIA, CPA, MBA.

Responsibilities

• Manage investment data and assist in data challenges.
• Prepare investment reconciliations and review NAV, allocations, and performance.

Skills

Investment industry knowledge

Analytical skills

Advanced Microsoft Excel skills

Ability to prioritize and multi-task

Education

College or University degree in Finance, Accounting, Mathematics, Economics, or related field

Tools

Microsoft Excel

Python

VBA

Job description

A leading financial institution in Chicago is seeking an Associate Consultant responsible for managing investment data to meet client requirements. Candidates should possess at least a college degree in relevant fields and have a solid grasp of the investment industry, particularly in alternative assets. Key responsibilities include detailed data management, performance analysis, and process improvement. The role offers a competitive salary and a collaborative work environment focused on continuous improvement and flexibility.