Specialist - Strategic Finance & Analysis (Wealth Management)

001 The Northern Trust Company; Chicago (IL); Hybrid; USD 137,000 - 240,000; Full time

Benefits offered by this job

Hybrid work model

401k and pension benefits

Paid time off

Parental leave

Job summary

Northern Trust is hiring a Specialist, Financial Analysis in the United States. This role offers broad exposure to executive leadership, strategic planning, corporate development, and enterprise decision-making within Wealth Management Finance.

You will lead financial analysis, model business cases, and support potential acquisitions, while partnering with leaders across the organization to evaluate initiatives and growth opportunities. A hybrid work model is offered.

Qualifications

• 10+ years of experience in finance, strategy, corporate development, consulting, analytics, FP&A, or related fields
• Strong financial modeling and analytical capabilities
• Experience developing business cases and evaluating strategic opportunities
• Demonstrated ability to work with large and complex datasets and translate analysis into actionable recommendations
• Advanced Excel skills and familiarity with analytical tools such as Power BI, Tableau, SQL, or similar platforms
• Strong communication, presentation, and influencing skills
• Ability to lead initiatives and drive outcomes through collaboration and influence rather than direct authority
• Ability to independently manage multiple priorities and deliver high-quality work in a dynamic environment

Responsibilities

• Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and other business investments.
• Support potential acquisition activity through valuation analysis, financial modeling, due diligence, and executive decision support.
• Partner with business leaders to develop and evaluate strategic initiatives and long-term growth opportunities.
• Support Wealth Management strategic planning process, including initiative-level modeling and low-range financial projections.
• Analyze large and complex data sets to identify trends, opportunities, risks, and actionable insights.
• Develop and enhance scorecards, dashboards, performance metrics, and analytical frameworks that improve decision-making.
• Prepare executive-ready presentations and recommendations for senior leadership.
• Act as a trusted thought partner on high-priority and often ambiguous business challenges.

Skills

Financial analysis

Financial modeling

Data analysis

Excel skills

Power BI

Tableau

SQL

Presentation skills

Influence skills

Stakeholder engagement

Tools

Power BI

Tableau

SQL

Excel

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.

Wealth Management Finance is seeking a highly analytical and motivated professional to join the team as Specialist, Financial Analysis. This position provides an excellent opportunity to gain broad exposure to executive leadership, strategic planning, corporate development, and enterprise decision-making.

Key responsibilities:

• Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and other business investments.
• Support potential acquisition activity through valuation analysis, financial modeling, due diligence, and executive decision support.
• Partner with business leaders to develop and evaluate strategic initiatives and long-term growth opportunities.
• Support Wealth Management strategic planning process, including initiative-level modeling and low-range financial projections.
• Analyze large and complex data sets to identify trends, opportunities, risks, and actionable insights.
• Develop and enhance scorecards, dashboards, performance metrics, and analytical frameworks that improve decision-making.
• Prepare executive-ready presentations and recommendations for senior leadership.
• Act as a trusted thought partner on high-priority and often ambiguous business challenges.

The ideal candidate is intellectually curious, highly analytical, and energized by solving complex business problems. They demonstrate strong ownership, sound judgement, and the ability to quickly move from ambiguity to insight and action.

This role is ideal for someone who:

• Thrives in a fast-paced environment with evolving priorities
• Is comfortable working through ambiguity
• Builds strong partnerships across functions and levels of organization
• Can quickly move from problem identification to insight and recommendation
• Wants broad exposure across strategy, corporate development, analytics, and business leadership.

Qualifications:

• 10+ years of experience in finance, strategy, corporate development, consulting, analytics, FP&A, or related fields
• Strong financial modeling and analytical capabilities
• Experience developing business cases and evaluating strategic opportunities
• Demonstrated ability to work with large and complex datasets and translate analysis into actionable recommendations
• Advanced Excel skills and familiarity with analytical tools such as Power BI, Tableau, SQL, or similar platforms
• Strong communication, presentation, and influencing skills
• Ability to lead initiatives and drive outcomes through collaboration and influence rather than direct authority
• Ability to independently manage multiple priorities and deliver high-quality work in a dynamic environment

Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.

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).

Salary Range: $137,400 - 240,400 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.

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.

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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.)