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.
Major Duties
Assigns tasks to the team. Organizes the work, sets short-term priorities, monitors all activity, and ensures timely and accurate completion of the work
Provides in depth consulting on procedures and training to the team with high technical proficiency as a subject matter expert
Drafts, completes, or assists with regulatory filings (i.e. registration statements, financial reports, proxy materials, Forms N-CSR, N-CEN, N-CR, N-PX and 24f-2, etc.)
Provides board support (i.e. drafting agendas, notices, resolutions and planning and preparation for meetings)
Onboards new clients and other matters when circumstances dictate
Acts as point of contact for regulatory examinations and internal and external audits of fund governance related topics
Provides input into the performance management and career development processes, provides input for staffing and disciplinary actions
Develops periodic goals, organizes the work, sets short-term priorities, monitors all activities, and ensures timely and accurate completion of the work
Provides input and support to budget management process
Uses judgment to identify, troubleshoot and resolve day-to-day technical and operational problems
Impacts the quality, efficiency and effectiveness of own team and its contribution to the department
Designs policies and procedures for the team
Interacts with, builds, and enhances client relationships
Knowledge
1.
Leadership and organizational skills are required to develop periodic goals and to manage and motivate team members towards the goals set
2.
Excellent oral and written communication skills are required
3.
Ability to work under pressure and prioritize competing tasks that require the highest level of attention to detail and accuracy
4.
Ability to establish good working relationships with clients, members of Boards of Trustees, Fund counsel, chief compliance officers, auditors and financial printers
5.
Knowledge of the Investment Company Act of 1940, as amended, is required
6.
Excellent organizational and project management skills are required
7.
Analytical and problem-solving skills are required
8.
Familiarity with various investment styles, asset classes, strategies for achieving performance goals, benchmarks and investment related terminology Knowledge of mutual fund operations is preferred
9.
Must be highly flexible and adaptable to change.
10.
Applies operational business practices and coordinates with other closely related areas to improve efficiency
11.
Explains information, conveys performance expectations and handles sensitive issues
Experience
A College or University degree in Business Administration, Finance, Economics, Accounting, or related field and/or relevant proven work experience is required
A JD is preferred but not required
A minimum of 5 years of experience working for a mutual fund organization (adviser or otherwise), a mutual fund administrator or service provider, the investment management practice of a law firm, or with the SEC or other regulatory agency
Has formal supervisory responsibilities coordinates resources and sets daily priorities to meet operational objectives
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.