Community Development/Impact Investing Underwriter

Northern Trust•Chicago, IL

About The Position

The Community Development/Impact Investing Underwriter conducts fundamental investment research and analyzes investment data to develop recommendations for investment managers and clients. The role interprets information about asset prices, yields, stability, and future trends; reviews portfolio holdings against objectives; and makes buy and sell recommendations as appropriate. It also analyzes price fluctuations in stocks and non-investment-grade fixed-income securities, considers company results and prospects, and researches market trends and global politics to assess portfolio transactions. The underwriter communicates with internal and external investment managers, brokers, clients, and partners to obtain and share investment information and recommendations. The position requires knowledge of investments and financial markets, financial analysis, basic statistics, and accounting, as well as analytical and personal computer skills. Northern Trust describes a flexible, collaborative work culture and offers a comprehensive benefits package. Applicants must be authorized to work in the U.S. without 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 U.S. without current or future employment-based visa sponsorship.

Responsibilities

Conduct fundamental research to analyze investment data and formulate investment recommendations for investment managers and clients.
Interpret information 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 form investment conclusions.
Research and submit findings on portfolio 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 recommendations.