Senior Portfolio Strategy Lead

The Northern Trust Company; Chicago (IL); Sur place; USD 115 000 - 195 000; Plein temps

Avantages offerts par ce poste

401k

Pension

Health benefits

Paid time off

Parental leave

Caregiver leave

Life insurance

Disability coverage

Résumé du poste

Northern Trust is seeking an experienced Strategic Portfolio Management leader within Wealth Management Enablement to oversee the portfolio of strategic initiatives, align business strategy with execution, and optimize investment decisions and governance.

The role partners with senior leaders to drive value realization, reporting, and cross-functional collaboration while mentoring a team and influencing decisions through analysis.

Qualifications

• 8 - 10+ years of experience in Finance, Business Strategy, Operations Strategy or other similar relevant experience.
• Strong financial, portfolio, and data analysis capabilities.
• Advanced Excel and PowerPoint skills.
• Excellent executive communication and presentation skills.
• Ability to influence senior leaders and drive decisions through analysis.
• Strong strategic thinking, problem-solving, and organizational skills.
• Ability to work independently and drive initiatives to completion.
• Experience building relationships across all organizational levels.
• Ability to manage a team.

Responsabilités

• Lead strategic portfolio management processes, governance, and reporting.
• Develop and present financial and operational analyses to senior leadership.
• Create portfolio reporting that provides transparency for decision-making.
• Build financial models, scenario analyses, and executive-level presentations.
• Partner with Product, Technology, and Wealth Management leadership.
• Drive change management, accountability, and issue resolution.
• Maintain visibility into portfolio risks, dependencies, investments, and outcomes.
• Mentor team members and foster cross-functional collaboration.

Connaissances

Finance & Strategy

Portfolio analysis

Excel

PowerPoint

Executive communication

Influence leadership

Strategic thinking

Team management

Independent work

Outils

Excel

PowerPoint

Description du poste

Northern Trust is seeking an experienced Strategic Portfolio Management leader within Wealth Management Enablement to oversee the portfolio of strategic initiatives, align business strategy with execution, and optimize investment decisions and governance.

The role partners with senior leaders to drive value realization, reporting, and cross-functional collaboration while mentoring a team and influencing decisions through analysis.