Associate Consultant, Integrated Portfolio Solutions

Northern Trust • Chicago, IL

2d • $61,500 - $98,300

About The Position

The Associate Consultant, Integrated Portfolio Solutions role supports clients by resolving investment-related queries, producing client reports, and helping clients understand the impact of their investment decisions. The role requires independent judgment, strong knowledge of processes and investment banking concepts, and the ability to work with internal and upstream stakeholders to resolve issues and improve service delivery.

The Associate Consultant also helps develop junior staff through training, work prioritization, and review of their work. The position identifies and drives process and productivity improvements while meeting agreed key performance indicators, service-level agreements, and objectives.

Requirements

• Bachelor’s degree, preferably in business, finance, technology, or a related field.
• 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.
• Proficiency with Microsoft Office tools.

Nice To Haves

• Advanced Excel skills.

Responsibilities

• Analyze potential problems using existing client procedures and formulate solutions.
• Follow established processes and meet agreed key performance indicators, service-level agreements, and objectives.
• Collaborate with upstream parties and other stakeholders to resolve queries promptly and strengthen stakeholder relationships.
• Own client relationships, independently evaluate and resolve client queries, produce client reports, and help clients understand the impact of investment decisions.
• Identify junior staff training needs, impart knowledge, assist with prioritizing work and deliverables, and support the development of their skills.
• Identify process improvement opportunities, formulate solutions, and implement them with internal team members and stakeholders.
• Oversee junior staff work and assist them in delivering accurate, agile reports.
• Identify and drive projects that improve 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 coverage.
• 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: Mid Level