Sr. Consultant, Investment Performance Attribution Analysis at Northern Trust in Chicago, Illinois

Job Description:

ROLE SUMMARY
The Senior Consultant, Investment Performance Attribution will be responsible for generating attribution analysis for the assigned set of accounts, with an initial primary focus on liquidity and fixed income portfolios across an array of vehicle types. The individual sought will be a thought leader based upon prior experience and expertise. The scope of responsibilities will include investment performance results for use by NTAM clients and numerous internal stakeholder groups. This role will act in partnership with practice groups including Portfolio Management, Product Management, Sales and Marketing, Investment Operations, and others from the P&A team. The role will also involve identifying, solutioning, and championing digital and automation initiatives to transform operational effectiveness and responsiveness to achieve scale while expanding upon the team's current core functional output.

PRIMARY DUTIES AND RESPONSIBILITIES
Act as a subject matter expert on investment performance measurement, analytics, and reporting and drive excellence across this practice. Responsibilities include:

• Serve as a key subject matter expert and drive best practices across the firm regarding performance- and analytics-related reporting, for both internal and external constituents, across portfolios, composites, and benchmarks. This includes the development of attribution analysis and reporting capability, with multifunctional partners across the firm.
• Work with departmental leaders to develop, communicate, and execute the strategic roadmap for performance and analytics, collaborating with both vendors and colleagues to achieve optimized results.
• Be a thought leader in identifying opportunities for digitization and automation to deliver both standard and customized reporting and insights efficiently, accurately, and at scale.
• Ensure governance and oversight of data processes used to create and review reports, thus facilitating compliance with established thresholds for accuracy and timeliness.
• Collaborate with multi-disciplinary teams to assess the current state and architect the future state operating models, processes, and capabilities to successfully support evolving business needs.
• Assess service level agreements and suggest improvements to create a robust governance and control framework to ensure the delivery of timely and accurate information.
• Participate in the development of calculation and reporting data governance standards that are agreed and leveraged across global teams to ensure data quality.
• Oversee existing and prospective applications (proprietary and vended) to ensure fit-for-purpose platforms.
• Manage and execute projects to achieve both strategic and tactical business goals.
• Stay informed of regulatory and industry requirements that may impact data elements required for presentation to clients and prospects.
• Proactively identify and implement improvements to existing processes to further gain operational efficiency and productivity.
• Lead special projects, process improvement initiatives, and/or the implementation of solutions to meet business needs.

NECESSARY KNOWLEDGE AND SKILLS

• Detailed understanding of the investment management business, with particular expertise in liquidity management and/or fixed income strategies including investment/financial technology systems.
• Specific prior knowledge of and experience with liquidity / fixed income attribution analysis.
• Strong analytical, organizational, and problem-solving skills.
• Strong consultative skills ranging from gathering market and competitor insights, strategy development, influencing, facilitation and consensus building.
• Prior experience working with and influencing others to unlock new opportunities to drive excellence.
• Experience assessing and implementing performance and analytics platforms is desired.
• Experience in driving digital and automation-driven transformation to generate efficiencies and scalability.
• Ability to manage multiple tasks simultaneously and with accuracy.
• Global outlook with sensitivity and awareness of social and cultural differences.
• Strong situational awareness and decision making capabilities.

NECESSARY EXPERIENCE AND EDUCATION

• Bachelor degree; CFA and/or CIPM designation strongly preferred.
• At least 7-10 years of work experience in the investment management industry, with a demonstrated track record within the performance and analytics space at a mid-to-large investment management firm.
• Proficiency with investment as well as reporting and analytic tools and databases.

ABOUT NORTHERN TRUST ASSET MANAGEMENT
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives.

Entrusted with nearly $1 trillion of investor assets as of September 30, 2022,* we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take - in all market environments and any investment strategy. That's why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes.

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 America's best banks and most sustainable companies! Build your career with us and apply today. #MadeForGreater

Additional Information