GFO Associate Client Investment Officer

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.

Key duties and responsibilities include:

• Provides investment management support by maintaining awareness of portfolio asset allocation and construction and prepares review material for client meetings
• Reviews client portfolios daily and identifies issues based upon understanding of client investment programs
• Executes transactions to rebalance client investment programs and works with bank partners to post client buy/sell transactions
• Partners with portfolio management team and manager research on all additions, replacements and removal of managers/investments from client programs
• Coordinates with performance team to analyze and prepare client portfolio information
• Verifies data accuracy and completes all client deliverables in a timely manner while accommodating any unique client requirements or requests
• Ensures client and process procedures are maintained and updated on a regular basis
• Operates independently with in-depth knowledge of business unit / function
• Carries out complex activities with significant financial, client, and business impact
• Participates in client meetings, when appropriate
• Maintains awareness of Northern Trust’s economic and market expectations

QUALIFICATIONS

• Excellent analytical, verbal, and written communication skills are required. 
• In-depth knowledge of client servicing, investment, and/or portfolio management is required. 
• Analytical and problem solving skills are required. 
• Technical skills / systems knowledge (e.g. Microsoft Office) is required.
• College degree required
• 3 to 5 years work experience preferred, ideally in investments, trading, operations
• CFA candidate preferred

 

Salary Range:

$80,800 - 133,400 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.