Associate Client Investment Officer, GFO OCIO

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role Summary

As a member of the Outsourced Chief Investment Officer(“OCIO”) team, the Associate Client Investment Officer is responsible for assisting senior staff in the management of client investment programs. Provide client servicing support as necessary. Review client portfolios daily and identify issues based upon understanding of client investment programs. Participate in client meetings when appropriate. The position is geared toward early career investment professionals with interest in acquiring the knowledge and skills to develop into Client Investment Officers

Primary Duties and Responsibilities

• 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

Necessary 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:

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.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.