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.
NTAM is a leading asset manager with a strong reputation for excellence in delivering tailored investment solutions to a diverse client base. We are committed to providing top-tier investment management services and maintaining the highest standards of fiduciary responsibility and client service.
The Outsourced Chief Investment Officer (OCIO) is a part of Northern Trusts Multi-Manager business. The role supports all aspects of investment programs for our clients including but not limited to Portfolio Construction Manager Selection Client reporting Trading and monitoring. These services are provided for discretionary and advisory mandates across our three client segments Retirement Foundation and Endowment and Global family office.
The role involves working closely with the in the Management and Administration of Client Investment Programs across Global Family Office and Institutional clients providing Client Servicing support understanding Investment objectives and developing solutions aligned to client goals. Responsible for portfolio reporting monitoring results and reviewing Client Portfolios with a focus on identifying issues based on a foundational understanding of client investment programs.
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KEY DUTIES AND RESPONSIBILITIES
Supports Senior staff in the development and implementation of customized investment programs tailored to client needs objectives and specifications
Partners with Client Investment Officers to proactively support clients through innovative thinking and thought leadership informed by ongoing awareness of economic and investment trends relevant to client objectives and the business
Incorporates client requirements and ad hoc requests into analytical reporting prepares economic and investment commentary and compiles relevant market data as required
Coordinates the execution of portfolio trades manager changes and cash flows by partnering with manager research portfolio construction Custody/Trust administration teams external custodians and proprietary and thirdparty investment managers.
Review Client portfolios and work to identify issues based on a foundational understanding of client investment programs
Coordinate with Performance teams and review client investment performance monthly and quarterly for accuracy completeness and timeliness
Responsible to create comprehensive Oversight reports encompassing Client performance Attribution and Risk based analysis enabling stakeholders in driving key decisions.
Facilitate the end to end implementation of Client Investment Programs coordinating with On-boarding Risk management and Legal to help ensure compliance with all aspects of the client relationship and investment process
Assist in research and analysis based on requests from CIOs and clients
Performs trading and rebalancing along with other critical activities with significant financial client and/or business impact
As subject matter expert provide comprehensive in-depth consulting and advise to the team and other partner areas at a highly technical level backed by Industry/Business knowledge
Leads and executes complex crossfunctional initiatives of significant scope and technical complexity balancing highlevel operational delivery with the development and execution of the strategic direction for the business function
SKILLS AND EXPERIENCE
Internal - 24 months as Associate
Excellent Oral and Written communication skills
Attention to Detail commitment to deadlines ability to multi-task is required
Business owner mindset self-starter and the ability to act with minimum supervision is expected
Proven Analytical and Problem solving skills
Knowledge of Client servicing in Investment and Portfolio management is preferred
Extensive understanding of the asset management industry with a demonstrated track record within the performance research and analytics
Knowledge of Investment Performance and Risk calculation with exposure to returns based positions based and risk analysis software is highly recommended
Strong understanding of Investment Policy Statements (IPS) Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA)
Good Knowledge of Investments Financial Markets and Asset Management business with a good understanding of various Asset classes and Investment styles Equity Fixed income Alternatives Multi Assets Active and Passive Investments DB and DC portfolios etc. is required
Advanced Knowledge in MS Excel PowerPoint and other MS Office tools are required. VBA knowledge Bloomberg Factset Morningstar and other industry tools would be an added advantage
Knowledge of commonly used Northern Trust Accounting Trust and Performance systems like RADAR IIP Data Direct Integrated reporting etc. will be an advantage
Expected to operate independently and have in-depth Industry and Business unit knowledge
9-13 years of relevant experience Asset Management experience preferably in the Multi-Asset business is a plus
Bachelors Degree is required. CFA/CAIA/CIPM is a plus
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 and apply 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.
About Our Bangalore Office
The Northern Trust Bangalore office established in 2005 is home to over 5600 this stunning office space we offer fantastic amenities which include our Arrival Hub Jungle the GameZone and the Employee Experience Zone that appeal to both clients and employees.Learn more.
Required Experience:
Senior IC
Discover Northern Trust’s trusted financial services for individuals, families, and institutions. Guided by service, expertise, and integrity since 1889, we offer wealth management, asset servicing, and investment solutions tailored to your goals.