Analyst, Private Capital Administration

1 month ago

Chicago, United States Northern Trust Full time

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.

Summary

The PCA team manages the fund administration of private capital investment funds. The Analyst assists in the preparation of client reports/deliverables. The Analyst is responsible for identifying and resolving problems within established guidelines and procedures. The incumbent is responsible for establishing the setup of new/existing investor and investment accounts, monitoring mailboxes for emails from the client, and engaging with internal partners/clients on routine informational matters. The role primarily involves operational work from an Investor Services perspective. The Analyst role primarily will manage PCA clients’ investor registry profiles per clients’ requests ensuring proper and accurate data is reflected.

Major Duties

  • Establishes new/existing investor and investment accounts.
  • Monitor and support workflow mailboxes for major PCA clients
  • Engage with clients or partners in a consultative role on routine informational matters
  • Provide input to process changes, which would result in greater operational efficiency gains
  • Identify and resolve problems within established guidelines and procedures
  • Work on creating and updating standard operating procedures
  • Provide management with information and analysis
  • Expected to maintain investors’ records/data accurately within our proprietary system, as directed by our clients
  • Create investor capital activity notices per client direction
  • Expected to use some initiative, but refer more complex problems to TL/manager
  • Works effectively as a team member, but also independently as an assigned Project Lead

Knowledge/Skills

  • Excellent oral and written communication skills are required
  • Good organization skills and ability to multi-task
  • Some Functional/Industry Knowledge is required
  • Analytical and problem solving skills are required
  • Attention to detail with accuracy and precision skills are required
  • Ability to interpret and understand data is required
  • Ability to work in a fast-paced environment
  • Ability to effectively utilize Microsoft Productivity Tools: Excel, Word, Power Point, Teams, and Outlook within an operational environment
  • Be able to work as part of a team with minimal supervision
  • A College or University degree and/or some relevant work experience is required

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.

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 MyHRHelp@ntrs.com.

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.

Talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the “Apply” button below.

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