Northern Trust Senior Associate Client Investment Officer - 73335 in Chicago, Illinois
This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/ada/r/jobs/6282784 The key responsibilities of the role include assisting Client Investment Officers in the management of investment programs for Global Family Office clients and to understand their objectives and create an investment solution that is aligned with each client's goal.
The key responsibilities of the role include:
Supports Sr. Client Investment Officer and Client Investment Officer in the development of specialized investment programs for clients based on their needs and specifications.
Partner with Sr. Client Investment Officer and Client Investment Officer sharing in innovative thinking and thought leadership to proactively surround the client.
Stay abreast of economic / investment issues surrounding clients and our business.
Facilitates the implementation of client investment programs as needed by ensuring the timely and accurate completion of necessary investment activities.
Incorporates client requirements and requests in reporting, composes economic and investment commentary, and compiles market data as required.
Coordinates execution of rebalancing, manager changes and cash flows with appropriate partners in NTI, Stamford, Custody/Trust administration, outside custodians and proprietary and external managers.
Coordinates with performance team and review client investment performance monthly and quarterly for accuracy, completeness and timeliness.
The successful candidate will benefit from having:
Knowledge of investments, financial markets and asset management business in various asset classes and styles - index/active/alternative, equity/fixed income, usually acquired by degree, CFA, licensing or related experience.
Excellent verbal and written communication skills, analytical ability, thought leadership, decisiveness, strong judgment, and the ability to work effectively with internal and external clients, staff, and management.
5 years investment experience with various asset classes - traditional/ alternative
3-5 years of investment related client servicing experience
CFA or Master Degree preferred
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.
We 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 September 30, 2018, Northern Trust Corporation had:
$10.8 trillion in assets under custody/administration
$8.2 trillion in assets under custody
$1.2 trillion in assets under management
$132 billion in banking assets