Sr. Associate, Investment Performance & Analytics

About Northern Trust :

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role Summary

The Associate on the Northern Trust Asset Management (NTAM) Managed Accounts Group Performance team works independently and is responsible for the audit, assessment, and related distribution of investment performance analytics.

The incumbent partners with relevant stakeholders to ensure the accuracy and timeliness of information provided to both internal and external clients.

This role requires use of specific performance measurement knowledge to achieve the team’s goals.

Primary Duties and Responsibilities

Maintain and calculate performance for both internal and external constituents for client, model portfolios and GIPS composites.

Analyze composite returns, determine composite membership based on policies and procedures

Ensure the accuracy and integrity of composite calculations

Research performance dispersions and determine the source of performance discrepancies

Collaborate with the performance analysts to research performance dispersions / outliers and proactively determine performance drivers

Update and maintain GIPS reports and disclosures

Assess and document composite errors based on the Error Correction policy

Collaborate with colleagues globally to meet deadlines and ensure data quality

Identify and implement process improvements, align and optimize workflows in order to meet client deliverables

Participate in projects that affect all stakeholders including portfolio managers, client servicing, sales / marketing, and product management teams as needed

Understand and analyze all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity

Respond to inquiries in timely manner

Necessary Experience and Education

A college or university degree , preferably in finance, economics or business related discipline

4+ years asset management industry experience

CIPM or CFA , or interest / progress towards obtaining

Necessary Knowledge and Skills

Broad knowledge of investment products and accounting

Solid understanding of GIPS® reporting principles and performance attribution concepts

Experience with performance calculations and a thorough understanding of performance inputs

Strong analytical, logical and problem-solving skills, with excellent follow-up abilities

Ability to prioritize and independently manage multiple deliverables simultaneously

Ability to be highly flexible and adaptable to change

Strong work ethic with an inherent high level of motivation

Very detail oriented and organized

Excellent teamwork and collaborating skills

Solid written and verbal communication skills

Experience with common industry applications such as Aladdin, Eagle, Bloomberg, Morningstar, or similar tools

Excellent proficiency with Microsoft Excel and other Microsoft Office applications

Working with Us :

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.