Senior Consultant, Integrated Portfolio Services Information Delivery
About The Position
Northern Trust’s Integrated Portfolio Services Information Delivery team combines technical expertise with business knowledge to support internal and external clients. The team delivers client reporting through files, dashboards, and feeds into client data warehouses, and assists clients with Snowflake data shares. The Senior Consultant plans, designs, and develops automated data extracts and technical solutions that meet business requirements and align with frameworks established by the organization’s technical architects. The role partners with clients and internal teams to gather and translate requirements, deliver and support reporting and data-sharing solutions, coordinate testing, and provide ongoing project and technical support. It also involves identifying opportunities to improve services and operational efficiency through automation or enhanced functionality, preparing documentation and training materials, and troubleshooting complex systems, data, and reporting issues.
Requirements
- Five or more years of relevant professional experience.
- Demonstrated experience analyzing requirements and developing technical or automated solutions to support data, reporting, systems, or process-improvement initiatives in partnership with technical and nontechnical stakeholders.
- Excellent verbal and written communication skills.
- Strong analytical, critical-thinking, and problem-solving abilities.
- Proficiency in SQL and Snowflake.
- Working knowledge of financial products and how they appear in trade, position, pricing, and cash activity data, including equities, fixed income, FX, and listed and OTC derivatives such as interest rate swaps, credit default swaps and indices, total return swaps, and options.
- Ability to manage multiple projects, balance competing priorities, adapt to changing business needs, and follow work through to completion, with a positive, goal-oriented focus on execution and delivery.
- Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Nice To Haves
- Experience with one or more of the following: Sigma, Alteryx, Power BI, Python, or xCeptor.
- Experience working within a structured Software Development Life Cycle environment.
- Familiarity with Atlassian, Azure DevOps, or similar project management and development tools.
- Previous experience in financial services or hedge fund operations.
- A college or university degree in Computer Science, Information Systems, Finance, or a related field.
Responsibilities
- Partner with clients, technology, product management, operations, and other business teams to gather, analyze, and translate requirements for automated data extracts into functional, scalable, and sustainable solutions.
- Deliver and support client reporting through files, dashboards, and client data warehouse feeds, and assist clients with Snowflake data shares, including onboarding and ongoing questions.
- Balance and prioritize competing deliverables across projects, releases, and production support, and communicate trade-offs and timelines to stakeholders.
- Track open items and carry work through to production.
- Conduct feasibility studies and define and design system requirements for complex data-processing projects.
- Review existing systems, processes, and business challenges to identify opportunities to reduce costs, improve processes, enhance services, and increase operational efficiency through automation or improved functionality.
- Design and develop solutions that meet business and technical requirements.
- Coordinate and support testing of new systems, system enhancements, and modifications.
- Provide ongoing project support and assist with project planning, including estimating and managing work efforts.
- Prepare supporting materials, documentation, and user manuals.
- Provide training to business partners related to system or process changes.
- Deliver ongoing technical support and troubleshoot complex system, data, and reporting issues.
Benefits
- Retirement benefits, including 401(k) and pension.
- Health and welfare benefits, including medical, dental, vision, spending accounts, and disability.
- Paid time off.
- Parental and caregiver leave.
- Life and 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
Senior
Education Level
No Education Listed
