Investment Risk Analytical Services, Associate
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- Accountable for own contributions
- Bachelor’s degree, preferably in business, finance, technology or related field•2-5 years of relevant experience in investment analysis or trust-investment related background, investments operations, client-servicing, or transferable experience from a related field
- interest in, or progress towards CFA, CIPM, CAIA or other investments-related professional designation is a plus
- Excellent business judgment is required in order to quickly assess a situation and proactively develop solutions to complex client needs
- Use of Microsoft Office tools, advanced Excel skills preferred
- Exposure to Northern Trust or third party financial software is a plus
- Strong organizational, written, and verbal client servicing skills.
- Excellent time management and multi-tasking skills.
- Requires conceptual knowledge of theories, practices and procedures within a job discipline
- Applies general knowledge of business and financial markets developed through education or past experience
- Exchanges straightforward information, asks questions and checks for understanding
- Uses 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 problems
- Expected to use judgement to make decisions without seeking approval