Northern Trust

3 weeks ago

Sr. Consultant - Investment Performance Attribution

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Own end-to-end investment performance attribution analysis across multiple asset classes (fixed income, equity, multi-asset) for passive and active mandates. Use attribution and risk models to produce high-precision results and quality controls, respond to methodology and data questions, and collaborate with PMs and cross-functional teams to improve methodology and resolve upstream data issues. Leverage tools like Aladdin, FactSet, Perform, Bloomberg, and Morningstar to deliver client-facing performance explanations and support RFP/DDQs.

Location: Jersey, Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Provide end-to-end investment performance attribution analysis for multiple asset classes (fixed income, equity, multi-asset) using attribution and risk models on platforms such as Aladdin, FactSet, Perform, and Bloomberg.
•Incorporate fit-for-purpose attribution into management reports, design quality control mechanisms, and monitor ex-ante data to validate ex-post attribution results and P&L/tracking error drivers.
•Respond to inquiries on methodology, data issues, and accuracy of attribution analysis, including client-facing analysis for reporting, pitch-books, and RFP/DDQs.
•Collaborate with PMs and business partners (Risk Management, Product Management, Sales and Marketing, performance/accounting, operational teams) to implement strategic solutions for upstream data issues and enhance attribution methodology.
•Engage in discussions with portfolio managers to explain investment performance outcomes, collaborate with risk governance on tracking error and exposure explanations, and proactively improve processes for efficiency.

Pay and Benefits

Salary: USD 131,905 - 224,135 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability Insurance

Key Requirements

•5-10 years of work experience in the investment management industry with attribution, quantitative analysis, risk analytics, and/or portfolio construction experience at a mid-to-large firm.
•Deep understanding of investment management, particularly fixed income fundamental strategies and optionality of tax-exempted securities; familiarity with alternative investment performance/attribution is a plus.
•Experience with factor-based attribution and ability to differentiate risk and asset allocation profiles; knowledge of Aladdin analytics is highly preferred.
•Proficiency with investment reporting/analytics tools and databases, with strong written communication for a wide audience.
•Bachelor or Master degree; CFA and/or CIPM designation preferred.

Experience:5-10 yearsInvestment managementAsset managementFixed incomeFactor-based attributionRisk analytics

Education:Master's

Skills:AnalyticalOrganizationalProblem-solvingIndependent ownershipConsultativeInfluencingFacilitationConsensus buildingCommunicationDecision makingSituational awarenessCollaboration

Certifications:CFACIPM

Tech Stack:AladdinFactSetPerformBloombergMorningstarBlackRock AladdinAI AgentCo-PilotRelational databasesCloud databases

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: 3.9

Website LinkedIn

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Northern Trust

3 weeks ago

Sr. Consultant - Investment Performance Attribution

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: Jersey, Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Provide end-to-end investment performance attribution analysis for multiple asset classes (fixed income, equity, multi-asset) using attribution and risk models on platforms such as Aladdin, FactSet, Perform, and Bloomberg.
•Incorporate fit-for-purpose attribution into management reports, design quality control mechanisms, and monitor ex-ante data to validate ex-post attribution results and P&L/tracking error drivers.
•Respond to inquiries on methodology, data issues, and accuracy of attribution analysis, including client-facing analysis for reporting, pitch-books, and RFP/DDQs.
•Collaborate with PMs and business partners (Risk Management, Product Management, Sales and Marketing, performance/accounting, operational teams) to implement strategic solutions for upstream data issues and enhance attribution methodology.
•Engage in discussions with portfolio managers to explain investment performance outcomes, collaborate with risk governance on tracking error and exposure explanations, and proactively improve processes for efficiency.

Pay and Benefits

Salary: USD 131,905 - 224,135 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability Insurance

Key Requirements

•5-10 years of work experience in the investment management industry with attribution, quantitative analysis, risk analytics, and/or portfolio construction experience at a mid-to-large firm.
•Deep understanding of investment management, particularly fixed income fundamental strategies and optionality of tax-exempted securities; familiarity with alternative investment performance/attribution is a plus.
•Experience with factor-based attribution and ability to differentiate risk and asset allocation profiles; knowledge of Aladdin analytics is highly preferred.
•Proficiency with investment reporting/analytics tools and databases, with strong written communication for a wide audience.
•Bachelor or Master degree; CFA and/or CIPM designation preferred.

Experience:5-10 yearsInvestment managementAsset managementFixed incomeFactor-based attributionRisk analytics

Education:Master's

Skills:AnalyticalOrganizationalProblem-solvingIndependent ownershipConsultativeInfluencingFacilitationConsensus buildingCommunicationDecision makingSituational awarenessCollaboration

Certifications:CFACIPM

Tech Stack:AladdinFactSetPerformBloombergMorningstarBlackRock AladdinAI AgentCo-PilotRelational databasesCloud databases

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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