Associate, Investment Performance & Analytics (OPEN to Stamford, Chicago, Tempe or West Palm Beach Office)
The Associate on the Northern Trust Asset Management (NTAM) Investment Performance & Analytics team works independently and is responsible for the audit, assessment, and related distribution of investment performance data and related analytics.
The incumbent partners with relevant stakeholders to ensure the accuracy and timeliness of information provided to both internal and external clients. This role requires use of specific performance measurement knowledge to achieve goals through one’s own work.
The key responsibilities of the role include:
- Maintain and calculate GIPS composite performance
- Research performance dispersions and proactively determine performance drivers
- Update and maintain GIPS reports and ensure accuracy and integrity of reports
- Document composite errors based on the Error Correction policy
- Identify and implement process improvements
- Participate in projects that affect all stakeholders including portfolio managers, client servicing, sales/marketing, and product management teams as needed
- Understand and analyze all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity
- Execute monthly performance audit based on accounting data, comparison to defined comparative benchmarks, and subsequently generate and distribute performance reports
- Respond to inquiries in timely manner
The successful candidate will benefit from having:
- A college or university degree , preferably in finance, economics or business related discipline
- 2+ years asset management experience
- CIPM or CFA , or progress towards
- Broad knowledge of investment products and accounting
- Solid understanding of investment performance measurement, GIPS® reporting principles and performance attribution concepts
- Strong analytical, logical and problem-solving skills, with excellent follow-up abilities
- Ability to prioritize and independently manage multiple deliverables simultaneously (self-starter)
- Ability to be highly flexible and adaptable to change
- Strong work ethic with an inherent high level of motivation
- Experience with common industry applications such as Aladdin, Eagle, Bloomberg, Morningstar, or similar tools
- Excellent proficiency with Microsoft Excel and other Microsoft Office applications
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.