Investment Performance & Client Reporting Associate

Northern Trust Corp.; Chicago (IL); On-site; USD 62,000 - 98,000; Full time

Benefits offered by this job

401(k) and pension

Health benefits

Paid time off

Parental and caregiver leave

Job summary

Northern Trust is seeking an Associate on the Client Reporting Team within the Asset Management COO office to support the development, compilation and distribution of client and product data across diverse portfolio strategies including fixed income, equity, multi-asset class and ESG.

The role partners with stakeholders to ensure accurate, timely delivery of client insights and reports, while identifying opportunities to improve processes and data quality.

Qualifications

• 1-2+ years of experience in Financial Services.
• College degree or equivalent.
• Proficient in Microsoft Excel and Office applications.
• Desirable: Advanced Excel/VBA and SQL.

Responsibilities

• Supports the development, compilation and distribution of a broad range of client reports (factsheets, investment reports, accounting and performance reports).
• Works with internal operations to ensure accuracy of underlying client, fund and strategy data.
• Identifies and implements process improvements to increase operational efficiency and data quality.
• Interfaces with portfolio managers and relationship managers to understand client needs and improve reporting.

Skills

Excel

Advanced Excel/VBA

SQL

Communication

Education

College degree

Tools

Aladdin

BlackRock

Eagle

Job description

Northern Trust is seeking an Associate on the Client Reporting Team within the Asset Management COO office to support the development, compilation and distribution of client and product data across diverse portfolio strategies including fixed income, equity, multi-asset class and ESG.

The role partners with stakeholders to ensure accurate, timely delivery of client insights and reports, while identifying opportunities to improve processes and data quality.