Multi Asset Portfolio Specialist

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 137,400 - 233,600 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Analytical thinking","Collaboration"]

Serve as a key link between investment professionals, clients, and distribution partners by articulating investment philosophy, portfolio positioning, market views, and construction capabilities. Present portfolio positioning and outlooks to institutional and wealth clients, supporting RFPs and due diligence requests. Create client-facing investment commentary and thought leadership materials, while analyzing portfolio performance, attribution, risk exposures, and helping prepare investment committee and executive reporting.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
1 month ago

Multi Asset Portfolio Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Serve as a key link between investment professionals, clients, and distribution partners by articulating investment philosophy, portfolio positioning, market views, and construction capabilities. Present portfolio positioning and outlooks to institutional and wealth clients, supporting RFPs and due diligence requests. Create client-facing investment commentary and thought leadership materials, while analyzing portfolio performance, attribution, risk exposures, and helping prepare investment committee and executive reporting.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop expertise across strategic/tactical asset allocation, portfolio construction, ETF model portfolios, and risk management.
  • •Partner with portfolio managers and research teams to communicate investment decisions, positioning, and performance outcomes.
  • •Present market outlooks, performance attribution, and the investment process to institutional and wealth clients; support RFPs and due diligence questionnaires.
  • •Create client-facing investment commentary, market insights, white papers, presentations, and portfolio updates.
  • •Analyze portfolio performance, attribution, risk exposures, and implementation outcomes; support portfolio analytics and investment committee reporting.

Pay and Benefits

Salary: USD 137,400 - 233,600 annually
Perks:Health InsuranceDentalVision401kPensionPaid Leave

Key Requirements

  • •Bachelor's degree in Finance, Economics, Business, Mathematics, or a related field.
  • •5+ years of experience in asset management, multi-asset investing, portfolio management, research, or portfolio specialist/client portfolio management roles.
  • •Strong understanding of capital markets, asset allocation, portfolio construction, and investment management.
  • •Excellent written and verbal communication skills, with ability to present to sophisticated investors.
  • •Strong analytical capabilities to interpret portfolio and market data.
Experience:5+ yearsAsset managementMulti-asset investingPortfolio managementCapital markets
Education:Bachelor's in Finance, Economics, Business, Mathematics
Skills:CommunicationAnalytical thinkingCollaboration
Certifications:CFA
Tech Stack:Portfolio analyticsRisk managementPortfolio construction

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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