Client Executive, Client Success – Front Office Solutions

REQUIRED KNOWLEDGE & SKILLS

• Strong understanding of institutional investment industry, including markets, instruments, funds and fund structures, trading, etc.
• Deep knowledge of alternative assets and related operational processes (hedge funds, private equity).  Demonstrated understanding of private equity transactional impacts on unfunded commitments, market value, cost, and other metrics typically associated with private equity (TVPI, DPI, PIC, etc.).
• Strong understanding of investment operational processes, transactional impacts, cash movement, accruals, and valuation methodologies.
• Strong understanding of accounting/reporting methods, including IBOR, ABOR, and TruNAV to support complete and accurate data capture.
• Knowledge of performance measurement concepts (such as attribution analysis) and standards (such as GIPS Standards).
• Understanding of benchmarks and benchmark calculation methodologies across multiple asset classes, including blended and custom benchmarks.
• Advanced knowledge of Microsoft Suite (Excel, Word, PowerPoint, Visio).
• Ability to apply operational business practices and coordinate with other closely related areas to improve efficiency.
• Ability to explain information, convey performance expectations and handle sensitive issues.

QUALIFICATIONS

• Has managerial experience managing; has experience coordinating resources and setting daily priorities to meet operational objectives.
• 10+ years of institutional investment industry experience, with experience covering Fund Accounting, Investment Operations, Performance Measurement & Analytics, Alternative Investments, Financial Reporting, Investment Oversight & Reporting, and associated risk management practices.
• Experience with complex asset owners including Endowments, Foundations, Family Offices, OCIOs, Pension Funds, Sovereign Wealth Funds, and institutional asset managers.
• Understanding of client servicing requirements and expectations, either through client servicing experience or direct client experience.
• Prior work experience requiring considerable organizational, planning, project management, and prioritization skills.
• Solid experience with the full range of communication skills – written and oral.
• Prior experience with multi-asset class portfolio management software preferred.
• B.A. or B.S. degree.
• Advanced credentials – CFA, CAIA, MBA, or CPA highly preferred.

CORPORATE PROFILE

About Northern Trust:  Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Working with Us:  As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

• Gender Equality Index Member, Bloomberg
• Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.