Northern Trust

Financial Services

PortfolioAnalyst

$115–195k Chicago, Illinois, United States FULL TIME
Market Sentiment
HIGH DEMAND

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

The Brief

“Portfolio Analyst at Northern Trust. Skills: Multi-asset platform, Portfolio management, Risk oversight. Lead implementation of investment ideas. Support portfolio rebalancing”

Industry & Context.

Financial Services
Problems you'll solve

Analytical skills

What They're Looking For.

Must Have

4 + years of relevant industry experience, Graduate degree in Financial Engineering, Finance, Economics, or a related quantitative field

Nice to Have

Experience supporting institutional or high-net-worth client portfolios

What You'll Do.

Lead implementation of investment ideas

Support portfolio rebalancing

Support portfolio transitions

Support portfolio construction

Monitor portfolio allocations

Monitor portfolio exposures

Monitor portfolio risk

Escalate implementation issues

Assist portfolio management

Ensure alignment with objectives

Ensure alignment with constraints

Conduct multi-asset research projects

Identify new investment ideas

Identify asset allocation themes

Identify risk management enhancements

Translate research insights

Provide portfolio recommendations

Enhance trading processes

Enhance implementation processes

Enhance portfolio monitoring processes

Improve data infrastructure

Ensure adherence to regulatory requirements

Ensure adherence to contractual requirements

Ensure adherence to fiduciary requirements

Support new product launches

Provide subject-matter expertise

Operate independently

Provide comprehensive analysis

Provide guidance to stakeholders

How You'll Work.

Team & Collaboration

Collaborate with portfolio managers; Collaborate with quantitative researchers; Collaborate with risk teams; Collaborate with investment technology teams; Collaborate with Legal; Collaborate with Compliance; Collaborate with sales teams; Collaborate with product teams

Communication Scope

Investment recommendations

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. **Role Overview:** The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi‑asset investment strategies across institutional and high‑net‑worth client portfolios. This individual will work closely with portfolio managers, quantitative researchers, and risk teams to translate research insights into scalable, compliant, and efficient portfolio outcomes across a broad multi‑asset platform. ## Key Responsibilities: * **Portfolio Implementation & Execution** * Lead the implementation of research‑driven investment ideas across institutional and high‑net‑worth client accounts. * Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across multiple asset classes. * **Portfolio Monitoring & Risk Oversight** * Monitor portfolio allocations, exposures, and risk metrics; proactively identify and escalate risks or implementation issues. * Assist in day‑to‑day portfolio management across the broader multi‑asset platform, ensuring alignment with stated objectives and constraints. * **Research & Investment Support** * Conduct multi‑asset research projects to identify new investment ideas, asset allocation themes, and risk management enhancements. * Translate qualitative and quantitative research insights into actionable portfolio recommendations. * **Process Improvement & Technology Collaboration** * Collaborate with

Free ATS check

Applying for this Portfolio Analyst role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Northern Trust?

Real rants from real employees. Read before you apply.

Read Company Rants →