Associate

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

Performance evaluation and the monitoring and measurement of portfolio returns are undertaken by a specialist department within Corporate and Institutional Services (C&IS) known as Investment Risk and Analytical Services (IRAS). IRAS offers clients a comprehensive product array, supported by powerful technology and delivered by an experienced group of professionals.

Investment Risk and Analytical Services (IRAS) performance teams are organized regionally to support the corporate client base throughout the globe. The regions comprise of Chicago, London, Australia and Singapore.

The Northern Trust Custody Performance process team validates Northern Trusts’ underlying data to ensure accurate representation of their investment performance (e.g. rates of return) is published to its clients.

Knowledge & Skills
- In-depth knowledge on investment performance evaluation & capital market
- Good working knowledge of IRAS & related products is a must
- Ability to multitask and work with calm under crunch situations
- Excellent interpersonal skills for liaising with related departments and Middle Offices
- Good knowledge about Excel and Bloomberg.

Principal Responsibilities

The principle responsibilities of the Performance Associate consultant will include, but may not be limited to, the following;
- Responsible for the accurate and timely delivery of performance reporting as per client requirement basis
- Understanding the client objectives, investment strategy, and general investment issues
- Support Account and Relationship Managers by providing technical expertise
- Provide technical and procedural support for the IRAS Analyst Team
- Extensive relationship building and strong interactions with all related departments and Middle Offices
- Sustain high level knowledge of Northern Trust systems, investment instruments / markets and market trends in performance measurement and compliance/risk
- Review the work performed by other Analysts / Senior Analysts.
- Help in trouble shooting any requirements / queries within the team.
- Pro-actively communicate the procedure updates to the team. Ensures that all DPADs/client profiles are kept up to date at all times
- Lead and implement process improvements

CORE COMPETENCIES:

- Communication (presentation skills, listening skills, oral communication skills)
- Self-management (adaptability and resilience, learning behaviour, integrity and ethics)
- Thinking (creative thinking, decision making, input seeking, logical thinking and solution finding)

Qualification & ExPERIENCE:

- Graduate and above
- A minimum of 5+ years of experience in Investment performance domain
- Good attention to detail, analytical and have strong communication skills
- Must have strong working knowledge of the firm, industry and technology
- Maintain and deepen a strong proficiency in Microsoft Applications (Outlook, Excel and Word)

For internal movements within NOS:
24 months as Senior Analyst
- Should be a process expert with excellent knowledge of Investment Performance Reporting
- Should be efficient in day to day cluster management and troubleshooting queries raised locally by the team

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.

Reasonable accommodation


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.