Associate Client Portfolio Manager, Global Equities
Chicago, IL - USA
Job Summary
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:
Northern Trust Asset Management is seeking a Client Portfolio Manager (CPM) to support and enhance the firms $860 billion Equity platform including quantitative Index and TaxAdvantaged Equity (TAE) capabilities.
The Client Portfolio Management (CPM) team represents both the investment teams and the voice of the client. CPMs work flexibly across NTAM to deliver investment solutions and partner with distribution to identify client needs and opportunities for NTAM to address those needs. The successful candidate will support core activities critical to the teams success and gain exposure that provides a clear path toward a clientfacing role.
Responsibilities for this role include owning maintaining and continuously improving the equity platforms library of materials including presentations RFPs thought leadership and newsletters. The role is highly collaborative and supports responses to client requests while providing extensive exposure to portfolio managers researchers distribution marketing business strategy and clients.
Principal Responsibilities:
- Support the equity platforms content library by maintaining and enhancing materials improving processes and partnering with stakeholders to deliver timely valueadded content.
- Collaborate with distribution and product partners to develop maintain and refine positioning materials and provide analytical support for client inquiries and requests.
- Conduct analysis to support client discussions and help identify opportunities for Northern Trusts equity strategies.
Desired Qualifications and Attributes:
- Bachelors degree required.
- Relevant postgraduate study or progress toward a professional designation preferred (e.g. MBA or CFA).
- Prior experience supporting institutional intermediary or wealth distribution channels.
- Exposure to quantitative or systematic investment approaches.
- Experience in asset management investment product strategy client portfolio management or investment communications with a demonstrated ability to maintain and enhance clientfacing materials over time.
- Strong ability to work with and interpret investment data (e.g. performance exposures characteristics) including distilling complex information into clear clientready insights and visuals.
- Advanced proficiency with content and presentation tools including PowerPoint and Excel.
- Familiarity with industry tools such as Bloomberg FactSet eVestment Morningstar Seismic and MandateWire.
- Strong attention to detail and high standards for accuracy and quality.
- Intellectual curiosity sound judgment and a bias toward action.
Salary Range:
$88900 - 151100 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:
Manager
About Company
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.