Northern Trust

Financial Services

AssociateClientInvestmentOfficer

₹12–18L ~AI est. Bangalore, India FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate Client Investment Officer at Northern Trust. Skills: Investment management, Portfolio management, Client servicing. Assist in management of investment programs. Provide Client servicing support”

Industry & Context.

Financial Services
Problems you'll solve

Problem solving skills

What They're Looking For.

Must Have

Bachelor's Degree is required, 5-9 years of relevant experience, Good Knowledge of Investments, Good understanding of various Asset classes, Good understanding of Investment styles, Advanced Knowledge in MS Excel, Advanced Knowledge in PowerPoint, Advanced Knowledge in MS Office tools

Nice to Have

Asset Management experience, Multi-Asset business experience, CFA/CAIA/CIPM is a plus, VBA knowledge, Bloomberg knowledge, Factset knowledge, Morningstar knowledge, Northern Trust Accounting systems knowledge, Northern Trust Trust systems knowledge, Northern Trust Performance systems knowledge, Knowledge of Client servicing in Investment, Knowledge of Portfolio management

What You'll Do.

Assist in management of investment programs

Provide Client servicing support

Review Client portfolios

Identify issues in client investment programs

Coordinate with Performance teams

Review client investment performance

Create comprehensive Oversight reports

Incorporate Custom client reporting

Analyze large amount of data

Interpret large amount of data

Coordinate with partner teams

Ensure client programs are up-to-date

Facilitate implementation of Client Investment Programs

Ensure compliance with client relationship

Ensure compliance with investment process

Stay up-to-date of Economic developments

Stay up-to-date of Business developments

Provide consulting to the team

Provide advice to partner areas

How You'll Work.

Team & Collaboration

Coordinate with partner teams; Coordinate with On-boarding; Coordinate with Risk management; Coordinate with Legal

Communication Scope

Oral communication; Written communication

Full Job Description

**_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. **ACIO – Overview** NTAM is a leading asset manager with a strong reputation for excellence in delivering tailored investment solutions to a diverse client base. We are committed to providing top-tier investment management services and maintaining the highest standards of fiduciary responsibility and client service. The Outsourced Client Investment Office (OCIO) is a part of Northern Trust’s Multi-Manager business. The role supports all aspects of investment programs for our clients including but not limited to Portfolio Construction, Manager Selection, Client reporting, Trading and monitoring. These services are provided for discretionary and advisory mandates across our three client segments – Retirement, Foundation and Endowment, and Global family office. The role requires working closely with the ACIOs and CIOs in the Management and Administration of Client Programs and provides Client Servicing support as necessary. Responsible for reporting, monitoring results and reviewing Client Portfolios and work to identify issues based on basic understanding of Client Investment Programs. **KEY DUTIES AND RESPONSIBILITIES** • Assists senior staff in the management of investment programs for Institutional and Family Office clients, and provide Client servicing support as necessary • Review Client portfolios and work to identify issues based on a basic understanding of client investment programs • Co

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