GFO Associate Client Investment Officer

Northern Trust • Chicago, IL

20h

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 provides innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to its enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, the company serves the world’s most sophisticated clients using leading technology and exceptional service. As a Northern Trust partner, individuals will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens new ideas. Movement within the organization is encouraged, senior leaders are accessible, and employees can take pride in working for a company committed to assisting the communities it serves. Northern Trust is a global financial leader with more than 22,000 employees in 23 locations worldwide, empowering employees to achieve more than just business goals through a focus on work-life balance, career mobility, and unique opportunities, which has led to its recognition as one of the world’s most admired and sustainable companies. The GFO Associate Client Investment Officer provides investment management support by maintaining awareness of portfolio asset allocation and construction and prepares review material for client meetings. This role involves daily review of client portfolios to identify issues, executing transactions to rebalance client investment programs, and working with bank partners to post client buy/sell transactions. The officer partners with the portfolio management team and manager research on all additions, replacements, and removal of managers/investments from client programs, and coordinates with the performance team to analyze and prepare client portfolio information. The position requires verifying data accuracy, completing all client deliverables in a timely manner while accommodating unique client requirements, and ensuring client and process procedures are maintained and updated regularly. The role operates independently, carrying out complex activities with significant financial, client, and business impact, and may participate in client meetings while maintaining awareness of Northern Trust’s economic and market expectations.

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

Nice To Haves

• 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