Northern Trust
Financial Services
AssociateClientInvestmentOfficer
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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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