GFO Associate Client Investment Officer

Northern Trust • Chicago, IL

1d • Hybrid

About The Position

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Requirements

• Excellent analytical, verbal, and written communication skills are required.
• In-depth knowledge of client servicing, investment, and/or portfolio management is required.
• Analytical and problem solving skills are required.
• Technical skills / systems knowledge (e.g. Microsoft Office) is required.
• College degree required

Nice To Haves

• 3 to 5 years work experience preferred, ideally in investments, trading, operations
• CFA candidate preferred

Responsibilities

• Provides investment management support by maintaining awareness of portfolio asset allocation and construction and prepares review material for client meetings
• Reviews client portfolios daily and identifies issues based upon understanding of client investment programs
• Executes transactions to rebalance client investment programs and works with bank partners to post client buy/sell transactions
• Partners with portfolio management team and manager research on all additions, replacements and removal of managers/investments from client programs
• Coordinates with performance team to analyze and prepare client portfolio information
• Verifies data accuracy and completes all client deliverables in a timely manner while accommodating any unique client requirements or requests
• Ensures client and process procedures are maintained and updated on a regular basis
• Operates independently with in-depth knowledge of business unit / function
• Carries out complex activities with significant financial, client, and business impact
• Participates in client meetings, when appropriate
• Maintains awareness of Northern Trust’s economic and market expectations

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees