Portfolio Services Associate Consultant — Impactful Analytics

ACCA Careers; Chicago (IL); On-site; USD 62,000 - 98,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Discretionary bonus program

Job summary

Northern Trust is seeking an experienced professional in Chicago to manage client relationships, resolve queries, and prepare insightful client reports. You will collaborate across teams to turn around requests efficiently and support junior staff in skill development.

The role requires a bachelor’s degree and strong knowledge of investment banking processes, with advanced Excel skills and Excel-based reporting capabilities. A competitive benefits package accompanies this position.

Qualifications

• Excellent oral and written communication skills with clients and colleagues.
• Broad understanding of investment banking processes and financial markets.
• Ability to use judgment and make decisions independently.
• Proven problem-solving skills and analytical thinking.

Responsibilities

• Own client relationships and independently resolve client queries.
• Produce client reports and help clients understand investment decisions.
• Turnaround queries quickly by collaborating with upstream parties.
• Impart knowledge to junior staff and assist in prioritization of work.
• Identify process improvements and implement with stakeholders.

Skills

Communication skills

Business acumen

Analytical thinking

Problem solving

Education

Bachelor’s degree

Tools

Microsoft Office

Excel

Job description

Northern Trust is seeking an experienced professional in Chicago to manage client relationships, resolve queries, and prepare insightful client reports. You will collaborate across teams to turn around requests efficiently and support junior staff in skill development.

The role requires a bachelor’s degree and strong knowledge of investment banking processes, with advanced Excel skills and Excel-based reporting capabilities. A competitive benefits package accompanies this position.