Senior Investment Specialist - Fixed Income

Northern Trust • Chicago, IL

11d

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 fixed income subject matter expert for Northern Trust Wealth Management portfolio advisors and third-party financial intermediaries. The role works across divisions to identify timely market themes and translate them into sales opportunities, investment guidance, and field support.

The specialist connects financial advisors with sales and distribution teams, contributing to new business origination and client relationship support. They serve as an accessible first-line fixed income resource and may participate in advisor and client engagements. Working with partners such as Marketing, Product Management, Investment Management, the Chief Investment Strategist, and Client Portfolio Management, they help develop and commercialize sales-enablement resources around market themes and investment opportunities.

Requirements

• At least 10 years of investment-related experience and relevant fixed income subject-matter expertise.
• Strong knowledge of fixed income investment solutions and services.
• Strong investment acumen and capital-markets analytical skills.
• Ability to work effectively as a team member 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

• Fixed income expertise acquired through investment-practitioner experience, such as portfolio management, research analysis, or trading.
• Relevant FINRA securities licenses.
• CFA or CAIA candidacy or attainment of either designation.

Responsibilities

• Serve as a subject matter expert on 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 help 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, including participating in advisor meetings, client events, conferences, and other field engagements.
• Use portfolio-construction resources for portfolio analysis, including efficient frontier and diversification analyses, product comparisons, and portfolio recommendations.
• Collaborate with cross-divisional teams to commercialize market themes by aligning investment narratives, 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 401(k) and pension
• Health and welfare benefits, including medical, dental, vision, spending accounts, and disability coverage
• Paid time off
• Parental and caregiver leave
• Life and accident insurance
• 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