Client Portfolio Management Analyst

Northern Trust
Bengaluru
Workplace: OnsiteFull timeFunction: Product ManagementEducation: bachelorsSkills: ["Attention to detail","Sound judgment","Intellectual curiosity","Bias toward action","Data-driven analysis"]

Support commercial positioning of a $1 trillion investment platform by translating investment views and portfolio outcomes into clear, client-ready commentary and presentations. Create and refine multi-asset investment communications using performance and attribution data, enhance customized materials for sales and client reviews, and develop RFP content. Collaborate across reporting, product, and marketing teams, including using AI to improve process efficiency.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Client Portfolio Management Analyst

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Last checked: 10 hours agoStatus: Live

Job Summary

Support commercial positioning of a $1 trillion investment platform by translating investment views and portfolio outcomes into clear, client-ready commentary and presentations. Create and refine multi-asset investment communications using performance and attribution data, enhance customized materials for sales and client reviews, and develop RFP content. Collaborate across reporting, product, and marketing teams, including using AI to improve process efficiency.
Location: Bengaluru
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Create investment commentary explaining results across strategies and multiple asset classes using performance and attribution data.
  • •Maintain consistency with the firm’s investment views and ensure messaging accuracy across strategies.
  • •Coordinate with reporting and product teams to deliver commentary into client reports and fund collateral.
  • •Maintain and enhance customized sales and client portfolio review materials, including charts and analytics.
  • •Develop and maintain RFP content in collaboration with RFP, product management, and product marketing teams, and review competitor content to differentiate.

Key Requirements

  • •Bachelor’s degree required.
  • •24 months of experience as an Associate Analyst/Associate Consultant/Technical Coordinator (currently P1) for internal applications.
  • •Prior experience supporting institutional, intermediary, or wealth distribution channels.
  • •Experience in asset management, investment product strategy, client portfolio management, or investment communications, including maintaining client-facing materials over time.
  • •Advanced ability to interpret investment data (performance, exposures, characteristics) and distill it into clear client-ready insights and visuals.
Experience:Asset managementClient portfolio managementInstitutional investing
Education:Bachelor's
Skills:Attention to detailSound judgmentIntellectual curiosityBias toward actionData-driven analysis
Tech Stack:PowerPointExcelBloombergFactSetEVestmentMorningstarSeismicMandateWireAI

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn