Community Development/Impact Investing Underwriter

Northern Trust•Chicago, IL

3d•$116,100 - $197,300

About The Position

The Community Development/Impact Investing Underwriter conducts fundamental investment research and financial analysis to develop recommendations for investment managers and clients. The role interprets information about asset prices, yields, stability, and market trends; evaluates portfolio holdings against investment objectives; and makes buy and sell recommendations. It also researches market trends and global political developments and communicates investment information and recommendations to internal and external investment managers, brokers, clients, and partners. The position requires knowledge of investments and financial markets, financial analysis, basic statistics, and accounting, along with analytical and personal computer skills. Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship.

Requirements

At least 8 years of investment or financial analysis experience.
Knowledge of investments and financial markets, generally acquired through formal education or related work experience.
Knowledge of financial analysis, basic statistics, and accounting, generally acquired through formal education.
Analytical and personal computer skills to prepare analyses and reports.
Authorization to work in the United States without the need for employment-based visa sponsorship now or in the future.

Responsibilities

Conduct fundamental research to analyze investment data and formulate investment recommendations for investment managers and clients.
Interpret data concerning asset prices, yields, stability, and future trends using stock reports, financial periodicals, securities manuals, and discussions with investment managers and brokers.
Review and analyze investment portfolio assets to determine whether current holdings meet portfolio objectives, and make buy and sell recommendations as appropriate.
Conduct statistical analyses of stock or non-investment-grade fixed-income securities price fluctuations, incorporating company results and prospects to formulate investment conclusions.
Research and submit findings on portfolio holding purchases or sales by analyzing market trends and global politics.
Communicate with internal and external investment managers, brokers, clients, and partners to obtain or provide investment information and make investment recommendations.