Full-Time

Head of Multi-asset Model Portfolios

Posted on 1/15/2025

Northern Trust

Northern Trust

Compensation Overview

$137.4k - $233.6kAnnually

+ Discretionary Bonus

Expert

Chicago, IL, USA

Category
Asset Management
Investment Banking
Finance & Banking
Requirements
  • Senior investment professional with 15+ years of experience in portfolio management, asset allocation and product innovation
  • Experience managing blended (active/passive) model portfolios by implementing tactical allocation signals and fund selection such as taxable, tax-aware and with liquid alternatives ranges
  • Experience prospecting large clients to expand business globally and build new models ranges for custom models incorporating tax-loss harvesting solutions, private markets, SMAs and active ETFs
  • Advanced degree in finance, statistics, engineering, or hard science required.
Responsibilities
  • Help in formulating a comprehensive growth strategy for Northern Trust’s Multi-asset model portfolio business
  • Work closely with the CIO of multi-asset and the investment team to create, deliver and manage multi-asset portfolios for the intermediary channel
  • Map firm’s asset allocation use to model portfolios
  • Establish list of mechanisms (e.g., approval procedures) for inclusion of proprietary strategies in open architecture models
  • Oversee model portfolio roll out and maintenance (e.g., rebalancing, implementation)
  • Help in the articulation of the Go-To-Market strategy to succeed across the prioritized opportunities
  • Develop narrative around new products, educate internal teams on model products, and create communication materials (i.e., factsheets)
  • Help create and deliver presentations for existing and prospective client portfolios
  • Assist in preparing quarterly reports and letters to clients
  • Help manage client interactions and communications

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A