Associate Consultant - Integrated Portfolio Services

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 61,500 - 98,300 annuallyFunction: Customer Success & Account ManagementExperience: 4+ yearsEducation: bachelorsSkills: ["Problem-solving","Analytical skills","Multi-tasking","Judgment","Communication"]

Serve as a client-facing partner for integrated portfolio services, using strong problem-solving to analyze issues, resolve client queries independently, and produce client reports. Collaborate with upstream parties to improve turnaround time and strengthen stakeholder relationships. Drive process improvements, identify efficiency projects, and support junior staff through training, prioritization, and oversight of agile, accurate reporting.

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FursaFursa
Northern Trust
Northern Trust
5 days ago

Associate Consultant - Integrated Portfolio Services

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Serve as a client-facing partner for integrated portfolio services, using strong problem-solving to analyze issues, resolve client queries independently, and produce client reports. Collaborate with upstream parties to improve turnaround time and strengthen stakeholder relationships. Drive process improvements, identify efficiency projects, and support junior staff through training, prioritization, and oversight of agile, accurate reporting.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Solve client issues by analyzing impending problems using existing procedures and formulating effective solutions.
  • •Ensure adherence to agreed KPIs and service level objectives through in-depth process understanding.
  • •Collaborate with upstream parties to improve query-resolution turnaround time and strengthen stakeholder relationships.
  • •Independently evaluate and resolve client queries, produce client reports, and help clients understand the impact of investment decisions.
  • •Drive process improvements, identify efficiency projects, and support junior staff with training needs, prioritization, and oversight of reporting quality.

Pay and Benefits

Salary: USD 61,500 - 98,300 annually
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionSpending AccountsDisability InsurancePaid LeaveParental LeaveCaregiver LeaveLife InsuranceAccident Insurance

Key Requirements

  • •4+ years of experience overall, including at least 3 years in investment banking or a related domain.
  • •Bachelor’s degree, preferably in business, finance, technology, or a related field.
  • •Comprehensive understanding of processes, procedures, systems, tools, and concepts within the investment banking discipline.
  • •Advanced Excel skills and effective use of Microsoft Office tools.
  • •Excellent analytical, problem-solving, and time-management skills to manage multiple priorities.
Experience:4+ yearsInvestment banking
Education:Bachelor's
Skills:Problem-solvingAnalytical skillsMulti-taskingJudgmentCommunication
Tech Stack:Microsoft OfficeExcel

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
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