Consultant, Client Solutions, Total Portfolio Solutions (Finance)
About Northern Trust:
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.
Onboarding of new clients
- Provide subject matter expertise around performance methodologies, data conversion and the Fund Manager platform to clients and internal teams
- Act as a point of contact and build relationships with external investment managers, internal partners across the Implementation team as well as Client & Data Solutions, in-house technology & product development partners, and senior management during the implementation process
- Provide support within the data conversion workstream of new client onboardings. This includes guidance and training of more junior resources within the team
- Liaise with team members and the broader Client Implementation group on issues, best practices and planning
- Participate in regular internal meetings providing status reporting, due diligence and issue resolution
- Coordinate and perform system configuration and testing as needed
- Help identify and communicate bespoke client requests and requirements and work with internal business and IT partners to address
- Work closely with teams across the organization to ensure operational readiness
- Assist in developing implementation methodology standards, procedures and templates
- On an ongoing basis, collaborate with teams across the business to ensure onboarding process is up to date and effective
- Ensure all escalations are identified and communicated to management appropriately
Required Knowledge & Skills
- Seasoned expert with extensive technical and business knowledge and functional expertise that has been developed over 5+ years and/or equivalent experience
- Self-starter - Performs independently with limited supervision and coaching. Directs and assists the efforts of team, peers, stakeholders
- Collaborative mindset and capability to thrive within the team environment
- Ability to support and deliver multiple issues/initiatives across multiple areas to improve the service delivery, efficiency and relationships
- Proactively recommends and champions value added efforts to improve overall service quality and promote employee engagement
- Exceptional influencing skills
- Excellent written and oral communication skills
- Must be a strategic thinker, an effective communicator and facilitator with strong analytical and presentation skills
- Results oriented, takes initiative to identify areas to add value and executes quickly and effectively
- Highly flexible and adaptable to change
- Attention to detail
- Works with a sense of urgency
- Experience identifying key performance indicators, creating dashboards and developing project metrics
- Advanced knowledge of Microsoft Suite (Excel, Word, PowerPoint).
- Ability to apply operational business practices and coordinate with other closely related areas to improve efficiency
- Understanding of institutional investment industry, including markets and investment instruments
- Understanding of investment operational processes, including transactional impacts, cash movements, and accruals
- Understanding of accounting / reporting methods, including IBOR, ABOR, and True NAV to support complete and accurate data capture
- Knowledge of performance measurement concepts. Understanding of performance benchmarks and their use
#LI-HY
#LI-CL1
Salary Range:
$66,700 - 113,300 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
