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Northern Trust

Global wealth management and asset servicing

Associate Consultant - Integrated Portfolio Solutions

Asset ManagementPosted on Nov 9
Full-timeChicago, IL, USAIn-person

About the Job

Requirements

  • A bachelor's degree, preferably in business, finance, technology, or a related field.
  • Two to four years of experience in investment banking or a related domain.
  • A comprehensive understanding of processes, procedures, systems, tools, and concepts within the investment banking discipline.
  • General knowledge of business and financial markets developed through education or experience.
  • Excellent oral and written communication skills.
  • Strong time management, analytical, problem-solving, and multitasking skills.
  • Ability to make decisions using judgment without seeking approval.
  • Ability to use Microsoft Office tools.

Responsibilities

  • Analyze impending problems and formulate solutions using existing client procedures.
  • Understand processes and work toward agreed key performance indicators, service-level agreements, and objectives.
  • Collaborate with upstream parties to develop ideas that speed up query resolution and strengthen stakeholder relationships.
  • Own client relationships, independently evaluate and resolve client queries, produce client reports, and help clients understand the impact of their investment decisions.
  • Identify junior staff training needs, impart knowledge, help upskill staff, and assist with prioritizing work and deliverables.
  • Identify areas for process improvement, formulate solutions, and implement them in collaboration with internal team members and stakeholders.
  • Oversee work completed by junior staff and assist them in delivering agile, accurate reports.
  • Identify and drive projects that increase team efficiency and productivity.
  • Exchange straightforward information with junior staff, ask questions, and check their understanding.

Desired Qualifications

  • Advanced Excel skills.

About the Company

Northern Trust

Global wealth management and asset servicing

Preparing company summary.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1889

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