Strategic Client Reporting Lead

Northern Trust; Chicago (IL); On-site; USD 74,200 - 126,200; Full time

Benefits offered by this job

Comprehensive benefits package

Discretionary bonus program

Retirement benefits (401k and pension)

Job summary

Northern Trust in Chicago is looking for a Consultant in the Client Reporting team to lead the design and delivery of client reporting solutions for North American clients. This role requires extensive investment reporting expertise and strong stakeholder management skills.

The ideal candidate will possess over 7 years of relevant experience, hold a Bachelor's degree, and demonstrate proficiency in tools such as Excel and Power BI. This position will enhance client experience and support reporting modernization efforts.

Qualifications

• 7+ years of experience in Asset Management or Client Reporting.
• Proven relationship building with institutional clients.
• Experience leading cross-functional initiatives.

Responsibilities

• Lead the development and delivery of client reporting solutions.
• Serve as a consultant to investment and client servicing teams.
• Translate complex insights into client reporting content.

Skills

Consultative mindset

Excellent communication skills

Investment reporting knowledge

Analytical skills

Project management experience

Education

Bachelor’s degree in Finance, Economics, Accounting, Business, Data Analytics

Tools

Microsoft Excel

Power BI

SQL

Job description

Northern Trust in Chicago is looking for a Consultant in the Client Reporting team to lead the design and delivery of client reporting solutions for North American clients. This role requires extensive investment reporting expertise and strong stakeholder management skills.

The ideal candidate will possess over 7 years of relevant experience, hold a Bachelor's degree, and demonstrate proficiency in tools such as Excel and Power BI. This position will enhance client experience and support reporting modernization efforts.