Chicago, IL
About Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Role
Major Duties
- Assists senior staff in the management of investment accounts for institutional clients to meet client objectives
- May assist in the process of evaluating and developing investment objectives and guidelines as appropriate given risk tolerance and preferences, funding and income needs, and current market environment
- Works with team to help analyze and implement overall portfolio structure utilizing knowledge of economic and financial market conditions in conjunction with the clients objectives.
- Assists in developing an understanding of clients business to help them develop appropriate objectives.
- Helps identify new investment ideas or opportunities
- Works with internal partners to respond to client needs/requests
- Works with Risk Management and/or Legal to help ensure compliance with all aspects of the client relationship and investment processes
- Carries out complex activities with significant financial, client, and/or internal business impact
- May have direct interaction with committees and/or Senior Management
- Able to serve as a key subject matter expert and mentor to other more junior level employees
- May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)
- More technically sound in area of expertise and has broader knowledge of other areas. Able to facilitate discussions and reach decisions
Skills / Qualifications
- Knowledge of investments and financial markets are required
- Technical skills / systems knowledge (e.g. Microsoft Office) is required
- A College or University degree and/or some relevant work experience in investments is preferred.
- Related Industry qualification (e.g. CFA) or studying towards, is preferred
- Analytical and problem solving skills are required / preferred
- Excellent oral and written communication skills are required
Working with Us
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.