Consultant, Investor Services, Integrated Portfolio Services, (IPS)

Northern Trust • Tempe, AZ

2d

About The Position

Join Northern Trust's Integrated Portfolio Services (IPS) team and play a key role in delivering exceptional service to hedge fund and alternative investment clients. As a Consultant, Investor Services, you will support critical investor lifecycle activities, including subscriptions, redemptions, investor reporting, AML/KYC reviews, and client servicing. This is an excellent opportunity for a detail-oriented financial services professional who enjoys working in a fast-paced, client-focused environment and wants to develop deep expertise within alternative investments.

Requirements

• Experience in Investor Services, Fund Administration, Transfer Agency, Client Services, AML/KYC, Operations, or a related financial services function.
• Strong understanding of investor onboarding, subscriptions, redemptions, and investor servicing activities.
• Excellent communication and relationship management skills.
• Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment.
• Proven analytical and problem-solving abilities.
• Adaptable, collaborative, and committed to delivering exceptional client service.
• Proficiency with financial services systems and Microsoft Office applications.
• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
• Relevant industry experience within hedge funds, asset servicing, alternative investments, private markets, or fund administration.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Nice To Haves

• Professional qualifications (e.g., ACCA, CFA, or equivalent) are a plus.

Responsibilities

• Review and process investor subscription documentation, ensuring compliance with regulatory and fund requirements.
• Manage investor transactions, including subscriptions, redemptions, transfers, and capital activity reporting.
• Complete AML, KYC, and client verification reviews in accordance with internal policies and regulatory requirements.
• Prepare and issue investor statements, trade confirmations, and other investor reporting.
• Maintain investor records, share registers, and subscription bank account information.
• Partner with fund managers, investors, and internal teams to resolve inquiries and operational issues.
• Assist with investor audit requests and ongoing due diligence activities.
• Serve as a subject matter expert within Investor Services and provide guidance to junior team members.
• Identify opportunities for process improvements and contribute to enhancing the client experience.
• Handle complex client and operational matters with significant business impact.

Benefits

• flexible and collaborative work culture
• strong history of financial strength and stability
• Movement within the organization is encouraged
• senior leaders are accessible
• company committed to an inclusive workplace
• assisting the communities we serve
• Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
• Employees around the world give their time and talent to work for the greater good of their communities.
• work-life balance
• career mobility
• unique opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level