Senior Consultant, Integrated Portfolio Services Information Delivery

001 The Northern Trust Company; Chicago (IL); On-site; USD 83,000 - 141,000; Full time

Job summary

Northern Trust is seeking a Senior Consultant for Integrated Portfolio Services Information Delivery in Chicago. The role focuses on planning, designing, and developing automated data extracts and technical solutions that meet business needs and align with the organization's architecture.

You will collaborate with clients, technology, product management, and operations to deliver scalable reporting and data feeds.

Qualifications

• Excellent verbal and written communication skills.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Proficiency in SQL and Snowflake.
• Working knowledge of financial products and how they appear in trade, position, pricing, and cash activity data.
• Ability to manage multiple projects, balance competing priorities, adapt to changing business needs.

Responsibilities

• Partner with clients, technology, product management, operations, and other business teams to gather, analyze, and translate requirements for automated data extracts into functional, scalable solutions.
• Deliver and support client reporting through files, dashboards, and client data warehouse feeds, and assist clients with Snowflake data shares, including onboarding and ongoing questions.
• Balance and prioritize competing deliverables across projects, releases, and production support, and communicate trade-offs and timelines to stakeholders.
• Demonstrate strong follow-through by tracking open items and carrying work through to production.
• Conduct feasibility studies and define and design system requirements for complex data-processing projects.
• Review existing systems, processes, and business challenges to identify opportunities to reduce costs, improve processes, enhance services, and increase operational efficiency through automation or improved functionality.
• Design and develop solutions that meet business and technical requirements.
• Coordinate and support the testing of new systems, system enhancements, and modifications.
• Provide ongoing project support and assist with project planning, including estimating and managing work efforts.
• Prepare supporting materials, documentation, and user manuals.
• Provide training to business partners related to system or process changes.
• Deliver ongoing technical support and troubleshoot complex system, data, and reporting issues.

Skills

SQL

Snowflake

Communication

Financial products knowledge

Project management

Education

Bachelor's degree in Computer Science / Information Systems / Finance or related field

Tools

Sigma

Alteryx

Power BI

Python

xCeptor

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.

Senior Consultant, Integrated Portfolio Services Information Delivery

Job Description Summary The Northern Trust Integrated Portfolio Services Information Delivery team combines technical expertise with business knowledge to support internal and external clients. The team is responsible for delivering client reporting through files, dashboards, and feeds into client data warehouses, and for assisting clients with Snowflake data shares. The Senior Consultant will plan, design, and develop automated data extracts and technical solutions that meet business requirements and align with the frameworks established by the organization’s technical architects.

Major Duties

• Partner with clients, technology, product management, operations, and other business teams to gather, analyze, and translate requirements for automated data extracts into functional, scalable, and sustainable solutions.


• Deliver and support client reporting through files, dashboards, and client data warehouse feeds, and assist clients with Snowflake data shares, including onboarding and ongoing questions.


• Balance and prioritize competing deliverables across projects, releases, and production support, and communicate trade-offs and timelines to stakeholders.


• Demonstrate strong follow-through by tracking open items and carrying work through to production.


• Conduct feasibility studies and define and design system requirements for complex data-processing projects.


• Review existing systems, processes, and business challenges to identify opportunities to reduce costs, improve processes, enhance services, and increase operational efficiency through automation or improved functionality.


• Design and develop solutions that meet business and technical requirements.


• Coordinate and support the testing of new systems, system enhancements, and modifications.


• Provide ongoing project support and assist with project planning, including estimating and managing work efforts.


• Prepare supporting materials, documentation, and user manuals.


• Provide training to business partners related to system or process changes.


• Deliver ongoing technical support and troubleshoot complex system, data, and reporting issues.

Knowledge and Skills Core

• Excellent verbal and written communication skills.


• Strong analytical, critical-thinking, and problem-solving abilities.


• Proficiency in SQL and Snowflake.


• Working knowledge of financial products and how they appear in trade, position, pricing, and cash activity data, including equities, fixed income, FX, and listed and OTC derivatives such as interest rate swaps, credit default swaps and indices, total return swaps, and options.


• Ability to manage multiple projects, balance competing priorities, adapt to changing business needs, and follow work through to completion, with a positive, goal-oriented focus on execution and delivery.

Preferred Experience

• Experience with one or more of the following: Sigma, Alteryx, Power BI, Python, or xCeptor.


• Experience working within a structured Software Development Life Cycle environment.


• Familiarity with Atlassian, Azure DevOps, or similar project management and development tools.

Experience Required

Five or more years of relevant professional experience. Demonstrated experience analyzing requirements and developing technical or automated solutions to support data, reporting, systems, or process‑improvement initiatives in partnership with technical and nontechnical stakeholders. Previous experience in financial services or hedge fund operations is preferred.

Education

A college or university degree in Computer Science, Information Systems, Finance or a related field is preferred.

Salary Range

Salary Range: $83,100 - 141,300 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.

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. 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.

EEO Know Your Rights (U.S.)