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Northern Trust
Dynamic careers. Brighter futures. Greater possibilities.
Chicago, IL

Investment Platform Business Analyst - Wealth Management at Northern Trust (Chicago, IL)

| Chicago
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Investment Platform Business Capabilities Analyst - Wealth Management

The Business Capabilities Analyst plays an important role in the Wealth Management National Investment Practice by supporting the development and optimization of the investment platform. The investment platform is a suite of tools and capabilities utilized by WM investment advisors in management of HNW client portfolios, with ~300 billion in platform AUM. The Capabilities Analyst primarily supports new platform development, but also plays a role in BAU activities and production support. The Capabilities Analyst works closely with platform business owners to document development requirements and facilitate project execution through partnership with development teams (e.g., technology, data, vendors, etc.). The Capabilities Analyst will also support platform analytics through business intelligence tools (e.g., PowerBI, Cognos) and advanced excel functionality.

Key Tasks

Investment Platform Development

  • Assist in implementation of 'ideal state' platform to facilitate National Investment Practice and WM BU objectives
  • Work with platform business owners to define and document business requirements for development
  • Develop, manage and serve as primary owner of project roadmap execution
  • Partner with cross-BU development teams in execution of project roadmap
  • Build cross-BU relationships to advocate and influence in support of Investment Practice needs and initiatives
  • Assist in roadmap and budget planning across the WM Investment Practice
  • Participate in quarterly business review (QBR) process and develop supporting documents as needed
  • Assist in identification, tracking and reporting on platform Objective and Key Results (OKRs)
  • Solicit and help prioritize investment advisor feedback
  • Become a subject matter expert (SME) in platform areas you assisted in developing

Investment Platform BAU & Production Support

  • Assist in production environment oversight and facilitate remediation or escalation of critical issues
  • Develop relationships with technology support teams
  • Facilitate root cause analysis on platform issues
  • Liaise between front-office partners and platform developers where needed
  • Learn WM investment advisor job functions and front office use cases within the investment platform
  • Strive to become a SME across the investment platform

Investment Platform Analytics

  • Identify, track and report on platform Key Performance Indicators (KPIs)
  • Maintain oversight and tracking of internal and external platform service level agreements (SLAs)
  • Utilize business intelligence tools (e.g., PowerBI, Cognos) to develop executive reporting on platform KPIs and SLAs

Investment Practice Support

  • Partner across Investment Practice in support of Practice needs and initiatives
  • Support the Chief Investment Officer with special projects as needed

  • At least 3 years of demonstrated success in any of the following areas: Project/Program Management, Data Analytics, Investment Operations, Asset Servicing, Wealth Management
  • Advanced degree or investment certifications preferred

Knowledge and Skills

  • Excellent organizational, oral and written communication skills to manage complex projects required
  • Proficiency in advanced excel functions required (e.g., pivot tables)
  • Experience using business intelligence tools (e.g., PowerBI, Cognos) preferred
  • Experience in planning and project management preferred
  • Executive level presentation experience preferred
  • Proficiency in executive quality PowerPoint presentations preferred
  • Experience/understanding of wealth management ops across front/middle/back office preferred
  • Knowledge of capital markets: equity, fixed income, alternative investments and risk management principles preferred
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Where we are

50 S. La Salle, Chicago, IL 60603

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • Node.jsFrameworks
    • SpringFrameworks
    • OracleDatabases
    • Google AnalyticsAnalytics
    • TableauAnalytics
    • IllustratorDesign
    • MiroDesign
    • PhotoshopDesign
    • ZeplinDesign
    • ConfluenceManagement
    • JIRAManagement
    • Microsoft ProjectManagement
    • HootsuiteCMS
    • DocuSignCRM
    • SalesforceCRM
    • MarketoLead Gen

What are Northern Trust Perks + Benefits

Northern Trust Benefits Overview

Every full-time partner at Northern Trust has access to a wide variety of health, financial, and professional development benefits. We offer flexible work options, paid family leave and multiple paid volunteer days per year as part of our ongoing efforts to help partners balance a fulfilling career with a rich life outside of work.
From continuous learning opportunities to a popular mentorship program, we’re helping our partners identify—and pursue—their most ambitious career goals.

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Diversity manifesto
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Game Room
Some Meals Provided
Relocation Assistance
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

At Northern Trust, we believe strong partnerships are the key to our success. Stronger partnerships don’t just feel better, they work better. They lead to more innovative ideas and better business outcomes. They foster collaboration, inclusion, and result in growth that serves everyone. We won’t ask you to pick between a dynamic career, a culture of care, or a work-life balance that works for you. Instead, we’ll work closely together to ensure you can achieve everything you want, without sacrificing the things that matter.

An Insider's view of Northern Trust

How does your team reward individual success?

I joined Northern Trust as a novice python developer fresh out of college. Over the next few years, I gained exposure to blockchain, machine learning & frontend UI. This organization invested in me, giving me room to be creative & innovative in solving problems. Now, I am confident in my skillset and ready to bring my experiences to the table.


Full Stack Engineer

What does your typical day look like?

A typical day is very collaborative, working with smartest engineers to find solutions to business needs. We’re high-velocity teams equipped with cutting edge tools and technologies, which allows us to deliver efficiently. Our open culture allows us to easily reach out to senior leaders who are always available to remove impediments.


Sr. Manager, Full Stack Developer

What does career growth look like on your team?

There are dozens of opportunities at Northern Trust across different business units and technology teams where you can gain exposure to different technology stacks, internal/external clients and leadership. Internal mobility is encouraged. You can move around and try new things and other groups value your experience.


Journey Owner

What unique initiatives do you have that encourage innovation?

Innovation is encouraged & practiced as part of our Digital Metamorphosis operating model with Clients & Partners.  It is not a unique initiative reserved for a few, but rather expected by & from all.  We are building upon our foundation of over 130 years of strength while adding to our award winning portfolio of market leading capabilities.

Lucino & Vijay

Chief Digital & Information Officers, Wealth Management

What projects are you most excited about?

I am excited to work on and explore emerging technologies in AI, Machine Learning, Predictive Analytics, Domain Driven Design, Cloud, SaaS, Data Science, NLP, and Machine Learning Modeling.


Full Stack Developer

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