Portfolio Analyst
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Job Location:
Chicago, IL - USA
Monthly Salary:
$ 114500 - 194700
Posted on:
9 hours ago
Vacancies:
1 Vacancy
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 Overview:
The Portfolio Analyst will play a critical role in the implementation monitoring and ongoing management of multiasset investment strategies across institutional and highnetworth client portfolios. This individual will work closely with portfolio managers quantitative researchers and risk teams to translate research insights into scalable compliant and efficient portfolio outcomes across a broad multiasset platform.
Key Responsibilities:
Portfolio Implementation & Execution
- Lead the implementation of researchdriven investment ideas across institutional and highnetworth client accounts.
- Support portfolio rebalancing transitions and ongoing portfolio construction activities across multiple asset classes.
Portfolio Monitoring & Risk Oversight
- Monitor portfolio allocations exposures and risk metrics; proactively identify and escalate risks or implementation issues.
- Assist in daytoday portfolio management across the broader multiasset platform ensuring alignment with stated objectives and constraints.
Research & Investment Support
- Conduct multiasset research projects to identify new investment ideas asset allocation themes and risk management enhancements.
- Translate qualitative and quantitative research insights into actionable portfolio recommendations.
Process Improvement & Technology Collaboration
- Collaborate with quantitative researchers and investment technology teams to enhance trading implementation and portfolio monitoring processes.
- Contribute to continuous improvement of tools workflows and data infrastructure supporting the investment process.
Governance Compliance & Client Stewardship
- Work closely with Legal and Compliance to ensure adherence to all regulatory contractual and fiduciary requirements related to client portfolios investment processes and reporting.
- Support new product launches by providing subjectmatter expertise on portfolio construction implementation feasibility and operational readiness.
Independent Ownership & Expertise
- Operate independently with indepth knowledge of the multiasset investment platform and business unit.
- Serve as a subjectarea expert providing comprehensive analysis and guidance to stakeholders across investments risk sales and product teams.
Required Knowledge & Skills:
- Strong understanding of strategic and tactical asset allocation portfolio construction and multiasset risk management.
- Excellent analytical skills with the ability to synthesize qualitative judgment and quantitative analysis into clear investment recommendations.
- Programming proficiency in Python and SQL.
- Familiarity with institutional investment and data platforms such as Aladdin Databricks Snowflake Bloomberg ArcherIMS
- Strong communication skills and ability to collaborate across investment technology and control functions.
Experience & Qualifications
- Minimum 4 years of relevant industry experience preferably within a multiasset fixed income or equity portfolio analyst implementation or investment strategy role.
- Graduate degree in Financial Engineering Finance Economics or a related quantitative field.
- Experience supporting institutional or highnetworth client portfolios strongly preferred.
Salary Range:
$114500 - 194700 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:
IC
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.
