Senior Fixed Income Strategist for Wealth Management

Northern Trust Corp; Chicago (IL); On-site; USD 165,000 - 288,000; Full time

Benefits offered by this job

retirement benefits (401k and pension)

health and welfare benefits (medical,

paid time off

parental and caregiver leave

life & accident insurance

Job summary

Northern Trust Asset Management in Chicago is seeking a Senior Investment Specialist to serve as a technical resource across fixed income markets for private client sales and distribution teams. You will translate market themes into coordinated sales opportunities and investment guidance, working with cross-divisional partners to develop resources and field support.

The role focuses on identifying timely fixed income themes, delivering clear communications, and collaborating to deliver

Qualifications

• 10+ years of investment experience in fixed income.
• Strong knowledge of fixed income investment solutions and services.
• Excellent written and oral communication skills.
• Experience servicing investment advisors and financial intermediaries.
• FINRA securities licenses preferred; CFA/CAIA preferred.

Responsibilities

• Serve as subject matter expert across fixed income markets.
• Distill complex market information into clear communications and talking points.
• Identifies timely fixed income themes and opportunities based on market conditions, investor needs, sales priorities, and field feedback.
• Work closely with private client sales and distribution teams to develop thoughtful portfolio solutions that may incorporate NTAM (and non-NTAM) strategies.
• Serve as a first-line fixed income resource for private client sales & distribution, including participating in advisor meetings, client events, conferences, and other field engagements where specialized market and investment expertise can enhance the conversation.
• Leverage portfolio construction resources to support in-depth portfolio analysis, including efficient frontier analysis, diversification analysis, product comparisons, and thoughtful portfolio recommendations.
• Collaborate with cross-divisional teams (e.g., Marketing, Product Management, Investment Management, Chief Investment Strategist, Client Portfolio Management) to commercialize market themes by aligning the investment story, relevant solutions, implementation considerations, competitive analysis, and developing training and field activation resources.
• Stay closely informed of market events, industry trends, competitor activity, and field needs.
• Guide, direct, and mentor other members of the broader team, as appropriate.

Skills

Fixed income expertise

Investment analysis

Communication skills

Cross-functional collaboration

Client servicing experience

FINRA license preferred

Education

Bachelor’s degree or higher

Job description

Northern Trust Asset Management in Chicago is seeking a Senior Investment Specialist to serve as a technical resource across fixed income markets for private client sales and distribution teams. You will translate market themes into coordinated sales opportunities and investment guidance, working with cross-divisional partners to develop resources and field support.

The role focuses on identifying timely fixed income themes, delivering clear communications, and collaborating to deliver