Senior Investment Specialist - Fixed Income

056 Northern Trust Investments Inc; 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

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.

OVERVIEW: The Senior Investment Specialist is a key contributor to Northern Trust Asset Management, partnering with private client sales & distribution teams as a technical subject matter expert across fixed income markets for Northern Trust Wealth Management portfolio advisors and third-party financial intermediaries. The Senior Investment Specialist works cross-divisionally to help identify timely market themes and translate them into coordinated sales opportunities, investment guidance, and field support.

DESCRIPTION (Summary): The Senior Investment Specialist is a critical link between financial advisors and the sales & distribution teams, playing an important role in new business origination and client relationship support. The Senior Investment Specialist serves as an accessible first-line fixed income resource for the private client sales & distribution teams and may participate in advisor or client engagements. The Senior Investment Specialist works closely with cross-divisional partners (e.g., Marketing, Product Management, Investment Management, Chief Investment Strategist, Client Portfolio Management) to help develop and commercialize effective sales enablement resources around timely market themes and investment opportunities.

KEY RESPONSBILITIES:

• Serve as subject matter expert across fixed income markets, investment strategies, portfolio roles, and the competitive landscape.
• Distill complex market- and investment-related information into clear, easy-to-understand language, communications, talking points, and field guidance.
• 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 understand advisor/client needs and help 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.

QUALIFICATIONS:

• 10+ years of investment-related experience and relevant subject matter expertise in fixed income, ideally acquired through related work experience as an investment practitioner (e.g., portfolio manager, research analyst, trader).
• Strong knowledge of fixed income investment solutions and services.
• Strong investment acumen and analytical skills applicable to the capital markets.
• Proven team player with the ability to work well across multiple business channels.
• Excellent written and oral communication skills.
• Prior experience servicing investment advisors and/or financial intermediaries.
• Requisite FINRA securities license(s) preferred.
• Bachelor’s degree or higher.
• Candidates for CFA, CAIA, and/or attainment of said designations strongly preferred.

Salary Range: $164,600 - 288,000 USD Salary range is a good faith estimate of base pay.

Benefits

• 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
• other voluntary and well-being benefits

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).

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.

APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.

North America 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.

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 under 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.

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.)