Senior Investment Researcher, Multi-Asset

LGBT Great; Chicago (IL); Vor Ort; USD 240.000 - 420.000; Vollzeit

Benefits dieser Stelle

Discretionary bonus program

401k and pension plans

Health and welfare benefits

Zusammenfassung

Northern Trust in the United States is seeking an accomplished Investment Research lead to steer cross-asset research, model development and portfolio insights. You will partner with portfolio managers and senior leaders to drive investment outcomes for clients.

The role requires a deep background in quantitative analysis, asset allocation and research publication. You will mentor junior staff and contribute to the broader research agenda while communicating findings to committees and clients.

Qualifikationen

• 10+ years of experience in investment research or related fields.
• Experience leading and mentoring investment researchers or analysts is a plus.
• Strong knowledge of markets, asset allocation, risk management, and portfolio construction.

Aufgaben

• Lead research on asset allocation, portfolio construction, risk analysis and investment strategy.
• Develop signals, forecasting models and analytical frameworks for portfolio decisions.
• Analyze global economic and market trends to identify opportunities and risks.
• Back-test ideas, evaluate manager strategies and portfolio outcomes.
• Apply quantitative methods and ML to improve research and decision making.
• Collaborate with portfolio managers to evaluate positioning and risk exposures.
• Provide actionable investment recommendations with robust analysis.
• Produce market commentary and research for internal and external stakeholders.
• Present findings to committees, leadership, clients and partners.
• Mentor junior researchers and help grow the team’s research agenda.

Kenntnisse

Investment research

Asset allocation

Quantitative analysis

Mentoring

Ausbildung

Advanced degree in Finance/Economics/Financial Engineering

CFA or similar designation preferred

Tools

Python

SQL

Azure

Snowflake

Databricks

Jobbeschreibung

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.

Position Summary:

Responsible for leading investment research across global asset classes to support asset allocation decisions, model portfolio management and institutional investment solutions. Develops innovative research frameworks, investment insights, and portfolio construction methodologies that directly influence investment decision-making. Partners closely with portfolio managers, strategists, and senior leadership to identify opportunities, manage risks, and enhance investment outcomes for clients.

Responsibilities:

• Lead research initiatives on asset allocation, portfolio construction, risk management, and investment strategy across public and private markets.
• Develop and enhance investment signals, forecasting models, and analytical frameworks used in strategic and tactical portfolio decisions.
• Analyze global economic, market, policy, and valuation trends to identify investment opportunities and portfolio risks.
• Conduct empirical research and back-testing to evaluate asset allocation ideas, factor exposures, manager strategies, and portfolio outcomes.
• Apply advanced quantitative techniques, data science, and machine learning tools to improve investment research and decision-making.
• Partner with portfolio managers to evaluate portfolio positioning, performance drivers, risk exposures, and implementation considerations.
• Generate actionable investment recommendations supported by rigorous quantitative and qualitative analysis.
• Produce thought leadership, market commentary, and research publications for internal stakeholders and external clients.
• Present research findings and investment views to investment committees, senior management, clients, consultants, and distribution partners.
• Mentor junior researchers and contribute to the ongoing development of the team's research agenda, investment process, and analytical capabilities.

Requirements:

• 10+ years of experience in investment research, asset allocation, multi-asset investing, portfolio management, or quantitative research.
• Previous experience leading, mentoring, and developing investment researchers, quantitative analysts, or related investment professionals is a plus.
• Strong knowledge of financial markets, investments, asset allocation, portfolio construction, and risk management.
• Advanced programming skills in Python and SQL, with experience working with large and complex datasets and modern data platforms (e.g., Azure, Snowflake, Databricks).
• Experience applying quantitative methods, statistical modeling, machine learning, or artificial intelligence to investment research.
• Demonstrated track record of conducting research that directly informs portfolio construction, investment decision-making, and client outcomes.
• Advanced degree in Finance, Economics, Financial Engineering, Statistics, Data Science, Applied Mathematics, Computer Science, or a related field; CFA or similar designation preferred.

Salary Range:

$239,900 - 419,700 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.