CAREERS

Indexing Investment Strategist

📁
Investment Management
📅
88920 Requisition #

 

ROLE SUMMARY
The role of Investment Specialist within Northern Trust Asset Management’s (NTAM) North American Institutional Group is designed to provide business management and client portfolio manager support in partnership with internal Sales, Service and Consultant Relations professionals.   With over $700 billion in indexed strategies, the Investment Specialist will primarily be responsible for understanding and representing the breadth of capabilities across the index platform to institutional clients, prospects and consultants alongside distribution partners.  Through those interactions, the Specialist will find opportunities to deepen the engagement with clients to include NTAM’s expanding array of quantitatively managed active strategies.  Additionally, the Investment Specialist will work collaboratively with NTAM’s product management team to further enhance the competitiveness of NTAM’s indexed strategies
 

PRIMARY DUTIES AND RESPONSIBILITIES

  • Understanding NTAM’s suite of capabilities and approach to managing indexed equity and fixed income strategies 
  • Developing insights into the competitive landscape and identifying areas where NTAM may differentiate its capabilities
  • Positioning NTAM’s value proposition to clients/prospects 
  • Assist sales, service and consultant relations in pricing opportunities; develop awareness of competitively pricing landscape 
  • Partner with NTAM product management to share market insights and further develop the index capability set 
  • Contribute to thought leadership and seek opportunities to engage publicly

 

NECESSARY KNOWLEDGE AND SKILLS

  • The successful candidate will be solutions-oriented with a consultative approach.
  • Lead with a highly collaborative style with a focus and emphasis on working with colleagues across functions (including, but not limited to, product, sales, research, and clients). 
  • Possess commercial acumen and a results-oriented mindset. S/he will have a passion for equity and fixed income markets and the ability to communicate technical concepts at the appropriate level. 


NECESSARY EXPERIENCE AND EDUCATION

  • Bachelor degree; Master in Business Administration and/or CFA strongly preferred. 
  • Minimum of 7 years of work experience in the investment management industry, with a demonstrated track record of understanding and successfully positioning indexed strategies with large institutional clients.
  • Series 63 and 7 will be required 


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