Consultant, Investment Reporting
About The Position
The Consultant role within the North America Client Reporting team plays a strategic role within the Northern Trust Asset Management COO organization, responsible for leading the design, governance, delivery, and continuous enhancement of client reporting solutions across North American Asset Management clients. Acting as a trusted advisor to investment teams, client servicing, product management, technology, operations, and data management functions, this individual ensures the delivery of high-quality, insightful, and scalable reporting solutions that support client retention, business growth, and regulatory requirements. The role combines deep investment reporting expertise with consulting, stakeholder management, and change leadership capabilities. The Consultant role serves as a subject matter expert for reporting capabilities, data governance, reporting infrastructure, and client insight delivery across equities, fixed income, multi-asset, alternatives, and ESG solutions. This position is instrumental in shaping NTAM’s North America reporting strategy, driving operational excellence, enhancing client experience, and ensuring that reporting capabilities effectively communicate the firm's investment expertise and value proposition.
Requirements
- Strong consultative mindset with the ability to influence stakeholders across multiple business functions.
- Excellent communication and presentation skills with evidencable history of relationship building and managing upwards effectively.
- Deep understanding of investment reporting, client reporting, and asset management operating models.
- Strong analytical, problem-solving, and decision-making capabilities.
- Demonstrated project management and change management experience.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Office applications.
- SQL, data analysis capabilities, database structure and data pipeline experience preferred.
- Experience with Aladdin, Eagle, or comparable investment management platforms a benefit.
- Knowledge and examples of Power BI, Power Automate, Snowflake and reporting automation tools is highly desirable.
- 7+ years of experience in Asset Management, Investment Reporting, Client Reporting, Performance Reporting, or related financial services disciplines.
- Demonstrated experience supporting North American institutional and intermediary clients from an operations perspective.
- Bachelor’s degree required in Finance, Economics, Accounting, Business, Data Analytics, or related discipline.
- Strong knowledge of investment products, portfolio management principles, performance measurement, and industry regulations.
- Experience leading cross-functional initiatives, reporting transformations, and process improvement programmes preferred.
- Experience working with enterprise data environments, data warehouses, and reporting platforms a benefit to the applicant.
- Experience mentoring, coaching, or leading junior professionals.
- CFA, CIPM, MBA, or equivalent professional designation would also benefit the applicant.
Nice To Haves
- SQL, data analysis capabilities, database structure and data pipeline experience preferred.
- Experience with Aladdin, Eagle, or comparable investment management platforms a benefit.
- Knowledge and examples of Power BI, Power Automate, Snowflake and reporting automation tools is highly desirable.
- Experience leading cross-functional initiatives, reporting transformations, and process improvement programmes preferred.
- Experience working with enterprise data environments, data warehouses, and reporting platforms a benefit to the applicant.
- Experience mentoring, coaching, or leading junior professionals.
- CFA, CIPM, MBA, or equivalent professional designation would also benefit the applicant.
Responsibilities
- Lead the development, governance, and delivery of client, fund, strategy, and regulatory reporting solutions supporting North American institutional and intermediary clients.
- Serve as a trusted consultant to relationship management, client servicing, and investment teams on reporting requirements and reporting strategy.
- Partner with stakeholders to define and implement scalable reporting frameworks that enhance client experience and support business growth.
- Act as a senior escalation point for complex reporting inquiries and reporting-related risk events.
- Build partnerships across Investments, Product, Client Service, Technology, Operations, Risk, Compliance, and the Chief Data Office, driving a clear change agenda and interfacing routinely, both in person and digitally.
- Translate complex investment insights into clear and meaningful client reporting content.
- Support client presentations, consultant requests, due diligence reviews, and RFP activities.
- Act as a subject matter expert for reporting infrastructure, data architecture, data lineage, and governance.
- Lead the design and implementation of reporting controls and data quality frameworks.
- Drive reporting modernization, automation, scalability, and operational efficiency initiatives.
- Champion continuous improvement initiatives that reduce risk and improve reporting quality.
- Provide leadership, coaching, and technical guidance to reporting analysts and junior team members.
- Lead strategic projects and transformation initiatives across the North America reporting function.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
