Associate Consultant, Integrated Portfolio Solutions

Northern Trust • Chicago, IL

1d

About The Position

The Associate Consultant, Integrated Portfolio Solutions role supports investment banking clients through query resolution, client reporting, and assistance in understanding the impact of investment decisions. The position requires sound judgment, problem-solving ability, and an in-depth understanding of relevant processes, procedures, systems, tools, and concepts. The role is expected to independently make decisions within its scope and maintain agreed key performance indicators and service-level objectives.

The Associate Consultant collaborates with upstream parties and other stakeholders to resolve queries promptly, maintain client relationships, improve processes, and increase team efficiency. The role also supports junior staff by identifying training needs, helping prioritize work, and reviewing their work and reporting deliverables.

Northern Trust describes a flexible, collaborative work culture and encourages internal movement. The company states that it is committed to an inclusive workplace and supporting the communities it serves. Applicants must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Requirements

• Bachelor’s degree, preferably in business, finance, technology, or a related field.
• Overall 2–4 years of experience in investment banking or a related domain.
• Excellent oral and written communication skills.
• Comprehensive understanding of processes, procedures, systems, tools, and concepts within the investment banking discipline.
• General knowledge of business and financial markets developed through education or experience.
• Ability to use judgment to make decisions without seeking approval.
• Excellent time-management, analytical, problem-solving, and multitasking skills.
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Nice To Haves

• Advanced Excel skills.

Responsibilities

• Analyze anticipated problems and formulate solutions using existing client procedures.
• Follow established processes and achieve agreed key performance indicators, service-level agreements, and objectives.
• Collaborate with upstream parties to develop ideas and resolve queries quickly.
• Own client relationships and independently evaluate and resolve client queries.
• Produce client reports and help clients understand the impact of their investment decisions.
• Identify junior staff training needs, share knowledge, and assist with prioritizing work and deliverables.
• Identify opportunities to improve existing processes, formulate solutions, and implement them with internal teams and stakeholders.
• Oversee junior staff work and assist them in delivering accurate, high-quality reports.
• Identify and drive projects that increase team efficiency and productivity.

Benefits

• Retirement benefits, including a 401(k) and pension.
• Health and welfare benefits, including medical, dental, vision, spending accounts, and disability benefits.
• 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