Strategic Client Portfolio Manager

Northern Trust

Chicago (IL)

On-site

USD 115,000 - 195,000

Full time

4 days ago

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Benefits offered by this job

401k plan

Pension benefit

Health insurance

Paid time off

Parental leave

Discretionary bonus

Job summary

Northern Trust seeks a Client Portfolio Manager to bridge portfolio management and client service, commercializing NTAM capabilities across wealth and institutional channels. You will work independently with minimal guidance.

Responsibilities include serving as a primary SME on MMS strategies, supporting thought leadership, and partnering with sales, product, marketing, and legal to optimize marketplace presentation. MBA/CFA level 1 preferred.

Qualifications

5+ years investment related experience with related multi-manager investment, asset management and/or investment analysis experience.
MBA or CFA Level 1 preferred

Responsibilities

Serves as a point of contact for technical support and primary SME on NTAM strategies.
Assists with the development of thought leadership driven by marketplace trends.
Partners with sales, WCG, product, marketing and legal to represent strategies.
Assists with development of capabilities that meet client needs.
May lead projects or ongoing activities and attend manager research meetings.
Collaborates with NTAM teams across the firm.