Senior Consultant, Investment Performance
Knowledge/Skills
Significant knowledge of finance and investment vehicles and mandates, laws, regulations and economic conditions that affect investments acquired through an advance degree program and/or additional distinctions (CFA, CAIA, CIMA, CIPM). Additionally, a related, client servicing centric work experience is required to develop and provide performance and investment analysis products. Have a thorough understanding of performance calculation, attribution methodologies and additional investment analysis (ie asset allocation interpretation, due diligence and investment manager search). Analytical and problem solving skills are required to understand and provide investment reporting solutions. Technology orientation and proficiency is required to generate and improve client reports. A consultative approach to client servicing is a must.
Experience: 7-10 years of investment related experience MBA and/or CFA a definite plus. Clients servicing experience required.
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of March 31, 2017, Northern Trust Corporation had:
•$121 billion in banking assets
•$7.1 trillion in assets under custody
•$8.9 trillion in assets under custody/administration
•$1.0 trillion in assets under management