Senior Consultant, Client Solutions, Total Portfolio Solutions
Senior Consultant, Client Solutions, Total Portfolio Solutions
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$ 74700 - 126900
1 Vacancy
Job Description
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 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.
Major Duties :1. Work with investment professionals such as CIOs asset owners board directors etc. to ensure understanding.
2. Work with clients operational staff on discovery problem resolution workflow mgmt etc.
3. Establish expectations host discovery meetings and guide client through onboarding process.
4. Prioritization of tasks based on urgency timeline workload etc.
5. Oversight and responsibility for daily operational support.
6. Daily investment operations - valuations transactions fee entry document management investment statements.
7. Understand investment historical data - work with client to ensure data mapping between systems is accurate.
8. Import and normalize large amount of historical data from multiple systems
9. Reconcile transactions market values and investment positions across multiple data sources.
10. Establish implement and deliver training and system education both internally and to clients.
11. Procedure and process creation documentation and implementation Prioritization of tasks based on urgency timeline workload etc.
12. Operates independently; has in-depth knowledge of business unit / function
13. As subject area expert provides comprehensive in-depth consulting and leadership to team and partners at a high technical level
14. Carries out activities that are large in scope cross-functional and technically difficult
15. Role is balanced between high level operational execution and development and execution of strategic direction of business function activities
16. Conducts preliminary analysis
Knowledge : Excellent oral and written communication skills are required
In-depth Functional / Industry Knowledge is required
Highly flexible and adaptable to change
Technical skills / systems knowledge (e.g. Peoplesoft) is required
Core Excel Skills (excel pivot tables charts V-lookup etc)
Advanced data skills (Excel macros VBA Python SQL etc) - Preferred
Basic investment concept knowledge (IRR time-weighted return NAVs accruals etc)
Investment operations knowledge (Hedge fund accounting private equity performance reporting etc.)
Alternative asset knowledge - hedge funds private equity non-marketable securities marketable securities
Understanding of alternative asset reporting performance measure liquidity measures capital calls fee reporting etc.
Experience : A College or University degree and/or relevant proven work experience is required / preferred. Related Industry qualification (e.g. ACCA) is required / preferred
Understanding of alternative Experience with endowments foundations family offices institutional asset managers pension funds or sovereign wealth
Salary Range:
$74700 - 126900 USDSalary 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 well-being 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:
Senior IC
Employment Type
Full-Time
