Sr Analyst, Investor Srvcs HFS

001 The Northern Trust Company; Chicago (IL); Sur place; USD 53 000 - 79 000; Plein temps

Avantages offerts par ce poste

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Résumé du poste

The Northern Trust Company is a global leader in wealth management, asset servicing, asset management and banking services. Since 1889, we have guided the world’s most successful individuals, families, corporations and institutions, operating with service, expertise, and integrity.

We are seeking professionals in the United States with strong communication and industry knowledge to support investor relations, compliance, and client service activities in a dynamic financial environment.

Qualifications

• A college or university degree and/or relevant proven work experience preferred.
• Related industry qualification (e.g., ACCA) preferred.
• Strong communication and analytical abilities.

Responsabilités

• Ensures proper completion of subscription forms, with reference to requisite qualification requirements and monitoring the number of US and benefit plan investors.
• Issues trade confirmation, statements and reports to investors and dealing with investor queries.
• Completes all appropriate AML, KYC and client verification checks.
• Assists with issuing and maintaining a record of share registers, if applicable.
• Assists with redemption payments and maintains client subscription bank accounts.
• Identifies and manages investor problems/issues and participate in their resolution.
• Assists in the underlying investor audits.
• Carries out activities with financial, client, and/or internal business impact.

Connaissances

Communication skills

Industry knowledge

Technical skills / systems knowledge

Adaptability

Formation

Bachelor's degree

Related industry qualification (e.g. ACCA)

Description du poste

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.

Major Duties

• Ensures proper completion of subscription forms, with reference to requisite qualification requirements and monitoring the number of US and benefit plan investors.
• Issues trade confirmation, statements and reports to investors and dealing with investor queries.
• Completes all appropriate AML, KYC and client verification checks.
• Assists with Issuing and maintaining a record of share registers, if applicable.
• Assists with redemption payments and maintains client subscription bank accounts.
• Identifies and manages investor problems/issues and participate in their resolution.
• Assists in the underlying investor audits.
• Carries out activities with financial, client, and/or internal business impact.

Knowledge

• Excellent oral and written communication skills are required
• In-depth Functional / Industry Knowledge is required
• Highly flexible and adaptable to change Technical skills / systems knowledge is required

Experience

• A College or University degree and/or relevant proven work experience is preferred.
• Related Industry qualification (e.g. ACCA) is preferred.

Salary Range

Salary Range: $52,800 - 79,200 USD Salary range is a good faith estimate of base pay.

Benefits package

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.

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. 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).