CAREERS

Associate Client Investment Officer - Outsourced CIO Group

📁
Investment Management
📅
93526 Requisition #

 

JOB 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.  Provides client servicing support as necessary.  Reviews client portfolios daily and identifies issues based upon understanding of client investment programs.  Participates 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

  • A college or university degree is required.
  • 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.
  • CFA candidate preferred

 

ABOUT NORTHERN TRUST
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 


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 that is committed to strengthening the communities we serve!                


We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021: 

  • Gender Equality Index Member, Bloomberg
  • Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine


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.

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC/India EEO Statement
    • APAC/INDIA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement