Northern Trust

3 months ago

Multi-Asset Research Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Join a leading asset management team focused on custom allocation strategies, strategic asset allocation policy, and capital market assumptions. You will work with Client Investment Officers to provide strategic research and advice derived from quantitative analysis for institutional and high‑net‑worth clients, supporting reports, new product ideas, and thought leadership pieces across all asset classes.

Location: Toronto

Workplace: Onsite

Employment Type: Full time

Job Function: Research & Scientific (R&D)

Key Responsibilities

•Lead the process of evaluating and developing client communication and documentation based on risk tolerance, funding and income needs, and current market environments.
•Work with the Client Investment Officers and Strategist team to analyze and implement overall portfolio structure using knowledge of economic and market conditions.
•Help ensure client satisfaction by coordinating resources for timely delivery of reports, resolving issues, and researching other investment products.
•Assist in new product development and marketing; identify new investment ideas and participate in sales and marketing presentations as a subject matter expert.
•Provide senior management with statistical and market data for marketing materials and oversee distribution of reports.

Key Requirements

•Minimum seven years industry related experience, preferably in the Multi-Asset business.
•Experience in both strategic & tactical asset allocation and risk management.
•Strong analytical skills with the ability to provide investment recommendations based on qualitative and quantitative information.
•Experience in relationship management and investment objective discussions with emphasis on investment counseling.
•Graduate Degree, CFA or CIM designation is required; CAIA and/or FRM preferred.

Experience:7+ yearsFinanceAsset managementCapital markets

Education:Master's

Skills:PresentationCommunicationTeamworkAnalyticalClient management

Certifications:CFACIM

Tech Stack:ExcelPowerPointWordVBAPython

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: 3.9

Website LinkedIn

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Northern Trust

3 months ago

Multi-Asset Research Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: Toronto

Workplace: Onsite

Employment Type: Full time

Job Function: Research & Scientific (R&D)

Key Responsibilities

•Lead the process of evaluating and developing client communication and documentation based on risk tolerance, funding and income needs, and current market environments.
•Work with the Client Investment Officers and Strategist team to analyze and implement overall portfolio structure using knowledge of economic and market conditions.
•Help ensure client satisfaction by coordinating resources for timely delivery of reports, resolving issues, and researching other investment products.
•Assist in new product development and marketing; identify new investment ideas and participate in sales and marketing presentations as a subject matter expert.
•Provide senior management with statistical and market data for marketing materials and oversee distribution of reports.

Key Requirements

•Minimum seven years industry related experience, preferably in the Multi-Asset business.
•Experience in both strategic & tactical asset allocation and risk management.
•Strong analytical skills with the ability to provide investment recommendations based on qualitative and quantitative information.
•Experience in relationship management and investment objective discussions with emphasis on investment counseling.
•Graduate Degree, CFA or CIM designation is required; CAIA and/or FRM preferred.

Experience:7+ yearsFinanceAsset managementCapital markets

Education:Master's

Skills:PresentationCommunicationTeamworkAnalyticalClient management

Certifications:CFACIM

Tech Stack:ExcelPowerPointWordVBAPython

Company Brief

Northern Trust

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: 3.9

Website LinkedIn