Assoc Consultant, Total Portfolio Solution

Northern Trust
Bengaluru
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Analytical thinking","Multitasking","Mentoring"]

Ensure timely, accurate client reporting for the Total Portfolio Solutions team by resolving complex transactions, interpreting policies and processes, and handling client queries independently. Coordinate closely with Relationship Managers and Client Service Delivery teams to maintain smooth operations and stakeholder communication. Apply strong problem-solving to prevent and resolve issues, support junior staff through mentoring and knowledge transfer, and drive process improvements to increase efficiency and productivity.

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FursaFursa
Northern Trust
Northern Trust
8 hours ago

Assoc Consultant, Total Portfolio Solution

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Last checked: 8 hours agoStatus: Live

Job Summary

Ensure timely, accurate client reporting for the Total Portfolio Solutions team by resolving complex transactions, interpreting policies and processes, and handling client queries independently. Coordinate closely with Relationship Managers and Client Service Delivery teams to maintain smooth operations and stakeholder communication. Apply strong problem-solving to prevent and resolve issues, support junior staff through mentoring and knowledge transfer, and drive process improvements to increase efficiency and productivity.
Location: Bengaluru
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Ensure timely and accurate client reporting and the resolution of complex transactions.
  • •Apply process and policy understanding to interpret guidelines and resolve client queries, supporting clients in understanding investment impacts.
  • •Collaborate with upstream partners to generate solutions and quickly turnaround query resolution.
  • •Mentor and impart knowledge to junior staff by identifying training needs and supporting deliverables.
  • •Identify process improvement opportunities and drive projects to increase efficiency and productivity of the team.

Key Requirements

  • •Bachelor’s degree, preferably in business, finance, technology, or a related field.
  • •4+ years of experience with a minimum of 3 years in investment banking or related domain.
  • •Advanced Excel skills and ability to use Microsoft Office tools.
  • •Excellent oral and written communication skills with the ability to handle senior stakeholders.
  • •Strong analytical, problem-solving, and multi-tasking skills with sound judgment in day-to-day decisions.
Experience:4+ yearsInvestment banking
Education:Bachelor's in business, finance, technology, or related field
Skills:CommunicationProblem-solvingAnalytical thinkingMultitaskingMentoring
Tech Stack:Microsoft OfficeExcel

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