Senior Analyst, Investment Performance
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions and affluent individuals worldwide. Northern Trust, a multibank holding company based in Chicago, has a growing network of 83 offices in 18 U.S. states and has international offices in 16 locations in North America, Europe, the Middle East and the Asia-Pacific region.
Northern Trust’s presence in Melbourne continues to grow, enjoying new client wins and continued expansion in headcount. This is an exciting time to work for our company with a market leading portfolio of products and services. We are currently recruiting for a Senior Analyst, Investment Performance within our Asset Servicing business.
THE ROLE
The Senior Analyst, Investment Performance is responsible for preparing monthly client reports and assists consultants in preparation of quarterly client reporting.
The job holder will work with relevant partners (employees) to ensure the accuracy and timeliness of all information provided to clients as well as interfacing with consultants and product teams to determine service requirements and developments. The Senior Analyst will also be client facing in addition to preparing investment return analysis reports.
The successful candidate is expected to be a technical expert on all major systems and understand and consult credibly on performance and attribution methodology.
MAJOR RESPONSIBILITIES
• Provides operational support to Analyst Manager.
• Works with product group to evaluate client requests and provides
input on product development.
• Mentors and participates in training of new analysts.
• Prepares investment return analysis reports.
• Perform manager performance return reconciliations and document discrepancies.
• Communicates with clients, the client’s money managers and/or
consultant on a regular basis.
• Interfaces with consultants, partners and clients to determine servicing requirements and problem solving strategies.
• Sets up accounts, monitors and assures quality of data for clients and partners.
• Input special processes relating to performance specific accounting.
• Assists Consultants in the preparation of client reports and
presentations.
• Develops or completes special projects in designated areas of
expertise.
• Maintains records of client deliverables and deadlines.
• Keeps up to date with market conditions and developments in
order to recognize and understand the market environment.
• Prepares data and/or reports to various third parties.
KNOWLEDGE SKILLS
• Strong analytical skills and an understanding of finance
and investment vehicles
• Client facing experience and credibility to consult with senior level clients
• Strong technical expertise in performance and attribution methodologies.
• Excellent Excel and Microsoft Office Skills
EXPERIENCE
• Graduate degree holder
• A minimum of 3 years of related experience in Investment Performance.
• A minimum of 5 years of overall working experience with progressive experience
Our culture is a key reason our employees enjoy working at Northern Trust. We have strong principles, a diverse organization, a prestigious history, and a commitment to solid and steady growth. We embrace industry-leading ideas and value our people. We are approachable, friendly, and exceptionally committed our clients and employees.
To learn more about our philosophy and where Northern Trust could take your career, please visit www.northerntrust.com/careers.
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