- Tempe, Arizona
Tempe, Arizona
Major Duties Uses existing procedures to solve standard problems analyzes information and standard practices to make judgmentsHas limited impact on own work teamWorks within standardized procedures and practices to achieve objectives and meet deadlinesOwn low touch client relationships that subscribe to more simplistic reporting and supports senior partners on clients of varying complexity, (independently evaluating and responding to client inquiries, determining service requirements, providing training, producing client reporting, and helping clients interpret financial metrics to understand the impact of their investment decisions)Regularly Interface with senior staff at Northern Trust and/or client offices (CIOs, Treasurers, Directors of Investments), with oversight from more senior partner Identifies process improvements and implements solutions with support of more senior team membersWorks with internal operations and client servicing partners to problem solve client issues and requests in order to ensure accuracy and timeliness of all information provided to clientsIndependently produces custom reporting, and executes client projects with limited oversightProvide data quality oversight of work completed by more junior IRAS partnersAssists more junior IRAS partners with prioritization of workParticipate in complex client projects and provide solutions to client requestsKnowledge Requires conceptual knowledge of theories, practices and procedures within a job disciplineApplies general knowledge of business and financial markets developed through education or past experienceExchanges straightforward information, asks questions and checks for understandingUses insights into how the IRAS team integrates with other teams within Business Services, C&IS, and Wealth Management to coordinate efforts and resources to achieve shared and individual objectives, as well as to provide support in solving cross-practice problemsExpected to use judgement to make decisions without seeking approvalExperience Accountable for own contributionsBachelor's degree, preferably in business, finance, technology or related field2-5 years of relevant experience in investment analysis or trust-investment related background, investments operations, client-servicing, or transferable experience from a related fieldInterest in, or progress towards CFA, CIPM, CAIA or other investments-related professional designation is a plusExcellent business judgment is required in order to quickly assess a situation and proactively develop solutions to complex client needsUse of Microsoft Office tools, advanced Excel skills preferredExposure to Northern Trust or third party financial software is a plusStrong organizational, written, and verbal client servicing skills.Excellent time management and multi-tasking skills.
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.
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.