Northern Trust

2 months ago

Portfolio Analyst

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 36 minutes agoStatus: Live

Job Summary

The Portfolio Analyst will implement, monitor, and manage multi-asset investment strategies for institutional and high-net-worth portfolios, collaborating with portfolio managers, quantitative researchers, and risk teams to translate research into scalable portfolio outcomes.

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Product Management

Key Responsibilities

•Lead the implementation of research‑driven investment ideas across institutional and high‑net‑worth client accounts.
•Monitor portfolio allocations, exposures, and risk metrics; identify and escalate risks or issues.
•Conduct multi‑asset research projects and translate insights into actionable portfolio recommendations.
•Collaborate with quantitative researchers and investment technology teams to enhance trading, implementation, and monitoring processes.
•Ensure governance, compliance, and client stewardship, supporting product launches with portfolio construction expertise.

Pay and Benefits

Salary: USD 114,500 - 194,700 annually

Perks:Health InsuranceRetirement Benefits

Key Requirements

•Minimum 4+ years of relevant industry experience in multi-asset, fixed income or equity portfolio analysis, implementation, or investment strategy.
•Graduate degree in Financial Engineering, Finance, Economics, or a related quantitative field.
•Programming proficiency in Python and SQL.
•Familiarity with institutional investment and data platforms such as Aladdin, Databricks, Snowflake, Bloomberg, ArcherIMS.
•Experience supporting institutional or high-net-worth client portfolios.

Experience:4+ yearsFinanceMulti-assetPortfolioInstitutionalHigh-net-worth

Education:Master's in Financial Engineering, Finance, Economics

Skills:CommunicationCollaborationAnalytical thinking

Languages:English

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

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

2 months ago

Portfolio Analyst

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 36 minutes agoStatus: Live

Job Summary

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Product Management

Key Responsibilities

•Lead the implementation of research‑driven investment ideas across institutional and high‑net‑worth client accounts.
•Monitor portfolio allocations, exposures, and risk metrics; identify and escalate risks or issues.
•Conduct multi‑asset research projects and translate insights into actionable portfolio recommendations.
•Collaborate with quantitative researchers and investment technology teams to enhance trading, implementation, and monitoring processes.
•Ensure governance, compliance, and client stewardship, supporting product launches with portfolio construction expertise.

Pay and Benefits

Salary: USD 114,500 - 194,700 annually

Perks:Health InsuranceRetirement Benefits

Key Requirements

•Minimum 4+ years of relevant industry experience in multi-asset, fixed income or equity portfolio analysis, implementation, or investment strategy.
•Graduate degree in Financial Engineering, Finance, Economics, or a related quantitative field.
•Programming proficiency in Python and SQL.
•Familiarity with institutional investment and data platforms such as Aladdin, Databricks, Snowflake, Bloomberg, ArcherIMS.
•Experience supporting institutional or high-net-worth client portfolios.

Experience:4+ yearsFinanceMulti-assetPortfolioInstitutionalHigh-net-worth

Education:Master's in Financial Engineering, Finance, Economics

Skills:CommunicationCollaborationAnalytical thinking

Languages:English

Tech Stack:PythonSQLAladdinDatabricksSnowflakeBloombergArcherIMS

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