Portfolio Analyst

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 114,500 - 194,700Function: Product ManagementExperience: 4+ yearsEducation: mastersSkills: ["Analytical thinking","Communication","Collaboration","Independent judgment","Risk awareness"]

Implement, monitor, and manage multi-asset investment strategies for institutional and high-net-worth portfolios. Partner with portfolio managers, quantitative researchers, and risk teams to translate research insights into scalable, compliant portfolio outcomes. Support rebalancing and transitions, track allocations and risk metrics, and help improve trading, implementation, and monitoring processes. Ensure governance, compliance, and client stewardship, including regulatory and fiduciary requirements.

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FursaFursa
Northern Trust
Northern Trust
4 months ago

Portfolio Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Implement, monitor, and manage multi-asset investment strategies for institutional and high-net-worth portfolios. Partner with portfolio managers, quantitative researchers, and risk teams to translate research insights into scalable, compliant portfolio outcomes. Support rebalancing and transitions, track allocations and risk metrics, and help improve trading, implementation, and monitoring processes. Ensure governance, compliance, and client stewardship, including regulatory and fiduciary requirements.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Lead implementation of research-driven investment ideas across institutional and high-net-worth client accounts.
  • •Support portfolio rebalancing, transitions, and ongoing portfolio construction across multiple asset classes.
  • •Monitor portfolio allocations, exposures, and risk metrics; proactively identify and escalate risks or issues.
  • •Conduct multi-asset research to identify investment ideas, asset allocation themes, and risk management enhancements.
  • •Collaborate with Legal and Compliance to ensure regulatory, contractual, and fiduciary adherence; support new product launches with portfolio construction expertise.

Pay and Benefits

Salary: USD 114,500 - 194,700
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability

Key Requirements

  • •4+ years of relevant industry experience in multi-asset investing, portfolio analysis/implementation, or investment strategy roles.
  • •Strong understanding of strategic/tactical asset allocation, portfolio construction, and multi-asset risk management.
  • •Programming proficiency in Python and SQL.
  • •Experience with institutional investment environments and data platforms such as Aladdin, Databricks, Snowflake, Bloomberg, or ArcherIMS.
  • •Graduate degree in Financial Engineering, Finance, Economics, or a related quantitative field.
Experience:4+ yearsMulti-assetFixed incomeEquityPortfolio analystInstitutional investingHigh-net-worthInvestment strategy
Education:Master's in Financial Engineering, Finance, Economics, or a related quantitative field
Skills:Analytical thinkingCommunicationCollaborationIndependent judgmentRisk awareness
Tech Stack:PythonSQLAladdinDatabricksSnowflakeBloombergArcherIMS

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
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