Analyst, Client Implementation - IPS

Northern Trust • Chicago, IL

11d • $48,000 - $72,000

About The Position

The Analyst, Client Implementation works for Integrated Portfolio Services (IPS) and is responsible for onboarding clients to the Omnium (OMN) platform. The role supports multiple implementation projects in a dynamic, fast-paced environment, working with clients, their service providers, OMN IT, IPS shared services teams, and international partners. The analyst uses OMN proprietary tools, financial instrument knowledge, and accounting principles to onboard client portfolios, validate portfolio data, and ensure accurate setup. This position also supports project tracking, client meeting updates, internal controls, and the transition of implementation activities to shared services before go-live.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 0–1 years of experience.
• Excellent oral and written communication skills.
• Proficiency in Microsoft Office applications and Bloomberg.
• Ability to manage multiple tasks simultaneously, accurately, and on time.
• Excellent analytical, organizational, and problem-solving skills.
• Ability to work independently and collaboratively within a team environment.
• Client-service focus.
• Knowledge of basic accounting principles and familiarity with financial markets and instruments.
• High flexibility and adaptability to change.

Nice To Haves

• Experience with investment management, financial services, hedge funds or private equity funds, and/or project management.

Responsibilities

• Interact with clients, their service providers, OMN IT, and IPS shared services teams to onboard new clients.
• Support multiple implementation projects simultaneously.
• Work with international partners to troubleshoot queries and provide feedback related to client implementation.
• Provide updates for weekly client meetings, including input for agendas, notes, and takeaways.
• Initiate and maintain necessary project-tracking documents.
• Use OMN proprietary tools, knowledge of financial instruments, and accounting principles to onboard client portfolios to the OMN platform.
• Identify and communicate bespoke client requests and escalate them to the manager.
• Coordinate with internal and external IT to ensure client setup is completed on time and within the internal control framework.
• Perform and document the completion of internal controls.
• Support implementation processes related to daily trade break resolution for financial products and transition activities to shared services teams before go-live.
• Analyze financial statements and supporting documents as part of portfolio data validation.
• Reconcile source data to ensure the accuracy of data loaded into the OMN platform.

Benefits

• Retirement benefits, including a 401(k) and pension.
• Health and welfare benefits, including medical, dental, vision, spending accounts, and disability.
• Paid time off.
• Parental and caregiver leave.
• Life and accident insurance.
• Other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level