Associate Consultant - Integrated Portfolio Services

Northern Trust • Chicago, IL

3d • Onsite

About The Position

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Since 1889, the company has been guided by its principles of Service, Expertise, and Integrity. With over 135 years of financial experience and more than 24,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service.

Requirements

• Excellent oral and written communication skills.
• Comprehensive understanding of a range of processes, procedures, systems, tools, and concepts within the Investment banking discipline.
• Application of general knowledge of business and financial markets developed through education or experience.
• Use of judgment to make decisions without seeking approval.
• Ability to exchange straightforward information and ask questions to junior staff, checking for their understanding.
• Bachelor’s degree, preferably in business, finance, technology, or a related field.
• Use of Microsoft Office tools, with advanced Excel skills preferred.
• Excellent time management, analytical, problem-solving, and multi-tasking skills.
• Overall, 4+ years of experience.
• A minimum of 3 years’ experience in investment banking or a related domain.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Responsibilities

• Possess problem-solving ability relying on existing client procedures, capable of analyzing impending problems and formulating solutions.
• Maintain an in-depth understanding of processes and abide by achieving agreed Key Performance Indicators or Service Level Agreements and objectives.
• Collaborate with various upstream parties, generate ideas to quickly turnaround query resolution, and thereby strengthen stakeholder relationships.
• Own client relationships and be capable of independently evaluating and resolving client queries, producing client reports, and supporting clients in understanding the impact of their investment decisions.
• Impart knowledge to junior staff by identifying tasks that demand training needs, leading to upskilling their skills, and assisting in the prioritization of work and deliverables.
• Identify areas requiring improvement in existing processes, formulate solutions, and implement them by collaborating with internal team members and necessary stakeholders.
• Oversee work completed by junior staff, providing assistance in delivering agile and flawless reports, leveraging required business acumen and technical savviness.
• Identify and drive projects that would lead to increased efficiency and improved productivity of the team.

Benefits

• 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
• 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