GFO Associate Client Investment Officer

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

As a member of the Outsourced Chief Investment Officer(OCIO) team the Associate Client Investment Officer is responsible for assisting senior staff in the management of client investment programs. Provide client servicing support as necessary. Review client portfolios daily and identify issues based upon understanding of client investment programs. Participate in client meetings when appropriate. The position is geared toward early career investment professionals with interest in acquiring the knowledge and skills to develop into Client Investment Officers

Primary Duties and Responsibilities

• Provides investment management support by maintaining awareness of portfolio asset allocation and construction and prepares review material for client meetings

• Reviews client portfolios daily and identifies issues based upon understanding of client investment programs

• Executes transactions to rebalance client investment programs and works with bank partners to post client buy/sell transactions

• Partners with portfolio management team and manager research on all additions replacements and removal of managers/investments from client programs

• Coordinates with performance team to analyze and prepare client portfolio information

• Verifies data accuracy and completes all client deliverables in a timely manner while accommodating any unique client requirements or requests

• Ensures client and process procedures are maintained and updated on a regular basis

• Operates independently with in-depth knowledge of business unit / function

• Carries out complex activities with significant financial client and business impact

• Participates in client meetings when appropriate

• Maintains awareness of Northern Trusts economic and market expectations

Necessary Qualifications

• Excellent analytical verbal and written communication skills are required.

• In-depth knowledge of client servicing investment and/or portfolio management is required.

• Analytical and problem solving skills are required.

• Technical skills / systems knowledge (e.g. Microsoft Office) is required.

• College degree required

• 3 to 5 years work experience preferred ideally in investments trading operations

• CFA candidate preferred

Salary Range:

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 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.