This job listing has expired and the position may no longer be open for hire.

Consultant, Investment Performance at Northern Trust

Posted in General Business 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Tempe, Arizona

Job Description:

For more
than a century, Northern Trust has worked hard building our legacy of
outstanding service, expertise and integrity. From a Chicago-based bank founded
in 1889, we now have more than 20 international locations and 18,500 employees
globally. We serve the world's most-sophisticated clients - from sovereign
wealth funds and the wealthiest individuals and families, to the
most-successful hedge funds and corporate brands.

burnished our reputation as a global leader delivering innovative investment
management, asset and fund administration, fiduciary and banking solutions
enabled by sophisticated, leading technology. And through it all, we
continually laid a solid, forward-looking foundation on which future
generations can continue growing and achieving greater.

As of
December 31, 2018, Northern Trust Corporation had:

trillion in assets under custody/administration

trillion in assets under custody

trillion in assets under management

billion in banking assets

Provide institutional
and large family office clients with performance and analytics services to
evaluate all aspects of the plan/fund's investment program. Work directly with clients and internal partners
(performance analysts, senior management, client administration, and sales) to
determine the appropriate service level requirements for the client. Focus on cultivating deeper relationships
with the client's investment staff. Identify
client specific cross selling opportunities and work towards upselling. Expand current skillset/knowledge of
investments, performance reporting, and client servicing by keeping abreast of
current investment trends by attending relevant conferences, reading material
(ie white papers, WSJ/FT, etc.) and collaborating with peers and clients. Act as an active participant on the Northern
Trust client service team.

Major Duties

1. Provide clients with
performance and investment analysis services to evaluate various investments in
the client's plan/fund through analytically focused reporting, compliance
monitoring and Northern Trust proprietary on-line performance reporting tools . Provide training support and subject matter
expertise for Northern Trust's on-line performance reporting applications and

2. Consults with
clients and acts as the technical expert on investments, performance and asset
allocation as well as expanding client use of premium services that provide enhanced
performance measurement, performance evaluation, and asset allocation

3. Communicates with
clients, the client's money managers, and 3rd party consultants on a
regular basis responding to investment performance related inquiries, researching
reporting issues, and discussing performance analysis reporting capabilities
and product suite.

4. Increase client
awareness of the Investment Risk & Analytical Services department's premium
product offerings with the intent of cross-selling products where appropriate.

5. Reviews rate of
return and discrepancy analyses.

6. Interprets business
periodicals in order to recognize and understand market environment and trends.

7. Interfaces with
consultants, partners, and clients to determine servicing requirements and
problem solving strategies.

8. Develops and
produces investment performance reports for clients using internal reporting applications.


Significant knowledge of investments (public and private markets, derivatives), asset allocation analysis, attribution, and industry related subject matter such as mandates, laws, regulations, and economic conditions that impact investments. Client servicing-centric work experience in the investment/performance industry is required to develop and provide performance and investment analysis products.

Have a thorough understanding of performance calculation, attribution methodologies, and additional investment analysis such as asset allocation interpretation, due diligence and investment manager searches. Analytical and problem solving skills are required to understand and provide investment reporting solutions.

Technology orientation and proficiency with MS Office products is required to generate and improve client reports.

Advance degree program and/or additional professional designations such as the CFA, CAIA, CIMA, or CIPM.

A consultative, proactive approach to client servicing is a must.


7-10 years of investment related experience
MBA and/or CFA a plus.

Clients servicing experience required.