drjobs Investment Specialist - Fixed Income

Investment Specialist - Fixed Income

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Job Location drjobs

Chicago, IL - USA

Monthly Salary drjobs

$ 133500 - 226900

Vacancy

1 Vacancy

Job Description

About Northern Trust:

Northern Trust a Fortune 500 company is a globally recognized awardwinning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

The Investment Specialist is a key contributor to the Northern Trust Asset Management (NTAM) Wealth Client Groups (WCG) Portfolio Solutions Group (PSG) serving as a technical subject matter expert (SME) within specific segments of the capital markets for Northern Trust Wealth Management (NTWM) portfolio advisors and thirdparty financial intermediaries.

DESCRIPTION (Summary):
The Investment Specialist a critical link between Senior Investment Specialists portfolio advisors and the relationship management team playing a significant role in supporting new business origination and client relationship management while working closely with the PSG Program Managers in developing and executing effective sales and content strategy.

KEY RESPONSBILITIES:

  • Serve as a fixed income subject matter expert.

  • Distill complex market and/or investmentrelated information into simple easytounderstand language communications talking points etc.

  • Work closely with Senior Investment Specialists portfolio advisors and relationship managers to help develop bespoke portfolio solutions that utilize both NTAM and nonNTAM solutions in order to meet clients specific needs.

  • Conduct indepth portfolio analysis (e.g. efficient frontier analysis diversification analysis product comparisons etc. and make thoughtful portfolio recommendations

  • Travel to various advisor offices client events business conferences etc. to promote and present NTAMs investment solutions.

  • Work closely with PSG Program Managers to develop and execute on sales and content strategy within the context of PSGs four pillars of focus: market insights pieces product support and training investment webinars and sales campaigns.

  • Partner closely with various groups within the organization (e.g. Investments Marketing Product Management etc. and within the broader WCG team (e.g. client strategy & engagement business enablement strategic accounts sales & distribution) to execute the business plan.

  • Stay intimately aware of latest market events industry trends and the competitive landscape.

QUALIFICATIONS:

  • 5 years investmentrelated experience with relevant fixed income subject matter expertise.

  • Strong knowledge of investment solutions and services ideally acquired through related work experience as an investment specialist (e.g. portfolio manager client portfolio manager research analyst trader strategist etc..

  • Strong investment acumen and analytical skills applicable to the capital markets.

  • Proven team player with the ability to work well in a group.

  • Excellent written and oral communication skills.

  • Prior experience servicing investment advisors and/or financial intermediaries.

  • Requisite FINRA securities license(s) preferred. Licenses will be required within 180 days after starting.

  • Bachelor degree; Candidates for CFA CIMA and/or attainments of said designations preferred.

Salary Range:

$USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits 401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and wellbeing benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply 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 youre 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.


Required Experience:

Unclear Seniority

Employment Type

Full-Time

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.