Product Specialist

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.

Role Summary

The Product Specialist plays a critical role in supporting the Portfolio Advisory business by delivering highquality product transaction and client-related analysis. This role partners closely with investment sales advisory and client-facing teams to ensure accurate execution timely communication and strong operational support across complex client portfolios.

The position requires strong attention to detail ownership mindset and the ability to manage multiple deliverables across global stakeholders while maintaining high service standards.

Key Responsibilities

• Serve as a subject matter resource for Portfolio Advisory products structures and workflows.

• Prepare review and distribute recurring and ad hoc product-related competitive insights and communicate to internal stakeholders.

• Support client-centric consultative portfolio analysis activity including asset allocation and product fulfillment through to ideas around portfolio implementation

• Partner with sales and distribution marketing investments product and operations teams to ensure timely and accurate execution of client deli

• Proactively identify data gaps inconsistencies or process risks and escalate appropriately.

• Maintain strong documentation standards to support audit compliance and governance requirements.

• Contribute to process improvements by identifying inefficiencies standardizing outputs and sharing best practices.

• Support ongoing business initiatives and strategic priorities aligned with Portfolio Advisory objectives.

Key Skills & Competencies

• Strong understanding of investment products and portfolio advisory concepts.

• Excellent analytical and problem-solving skills with high attention to detail.

• Ability to manage multiple priorities in a fast-paced deadline-driven environment.

• Clear and professional written and verbal communication skills.

• Strong stakeholder management and cross-team collaboration capabilities.

• High level of accountability ownership and follow-through.

• Proficient in working with structured data reporting tools and documentation standards.

Qualifications

• Bachelors degree in Finance Business Economics or a related field (or equivalent experience).

• Prior experience in investment management portfolio advisory or financial services support roles preferred.

• Experience working with global teams and stakeholders is a strong advantage.

• Experience with investment analytical tools (Bloomberg Morningstar FactSet Aladdin etc.) preferred.

Impact

This role is essential to ensuring the smooth execution of Portfolio Advisory activities and maintaining high service quality for internal and external partners. The Product Specialist directly contributes to operational excellence risk mitigation and client satisfaction within the advisory business.

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.