Senior Investment Specialist - Fixed Income

Northern Trust • Chicago, IL

13d • $164,600 - $288,000

About The Position

The Senior Investment Specialist is a key contributor to Northern Trust Asset Management, partnering with private client sales and distribution teams as a technical subject matter expert across fixed income markets. The role supports Northern Trust Wealth Management portfolio advisors and third-party financial intermediaries, working across divisions to identify timely market themes and translate them into coordinated sales opportunities, investment guidance, and field support.

The position serves as a critical link between financial advisors and sales and distribution teams, supporting new business origination and client relationships. It is an accessible first-line fixed income resource and may participate in advisor or client engagements. The specialist collaborates with teams including Marketing, Product Management, Investment Management, the Chief Investment Strategist, and Client Portfolio Management to develop and commercialize sales enablement resources around timely market themes and investment opportunities.

Requirements

• 10 or more years of investment-related experience and relevant fixed income subject matter expertise, ideally gained through work as an investment practitioner such as a portfolio manager, research analyst, or trader.
• Strong knowledge of fixed income investment solutions and services.
• Strong investment acumen and analytical skills applicable to the capital markets.
• Ability to work effectively as a team player across multiple business channels.
• Excellent written and oral communication skills.
• Prior experience servicing investment advisors and/or financial intermediaries.
• Bachelor’s degree or higher.

Nice To Haves

• Relevant FINRA securities license(s).
• CFA or CAIA candidacy and/or attainment of these designations.

Responsibilities

• Serve as a subject matter expert across fixed income markets, investment strategies, portfolio roles, and the competitive landscape.
• Translate complex market and investment information into clear communications, talking points, and field guidance.
• Identify timely fixed income themes and opportunities based on market conditions, investor needs, sales priorities, and field feedback.
• Work with private client sales and distribution teams to understand advisor and client needs and develop portfolio solutions that may include Northern Trust Asset Management and non-Northern Trust Asset Management strategies.
• Provide first-line fixed income support to private client sales and distribution teams, including participating in advisor meetings, client events, conferences, and other field engagements.
• Use portfolio construction resources to support in-depth analysis, including efficient frontier and diversification analyses, product comparisons, and portfolio recommendations.
• Collaborate with cross-divisional teams to commercialize market themes by aligning the investment story, solutions, implementation considerations, and competitive analysis, and by developing training and field activation resources.
• Stay informed about market events, industry trends, competitor activity, and field needs.
• Guide, direct, and mentor other members of the broader team, as appropriate.

Benefits

• Retirement benefits, including a 401(k) and pension.
• Health and welfare benefits, including medical, dental, vision, spending accounts, and disability benefits.
• 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.

What This Job Offers

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