Equity Index Portfolio Manager

2 days ago


Chicago IL 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.

Key Duties & Responsibilities:

  • Manages equity index funds and/or client portfolios within expected risk limits and achieves performance consistent with stated client objectives.
  • Ensures that portfolios are maintained within investment guidelines and that they do not violate applicable government and industry regulations and trends.
  • Ensures that securities held in portfolios are appropriate for the goals of the client and monitors results for consistency.
  • Researches and implements sophisticated trading strategies to maximize investor wealth.
  • Uses systems to rebalance funds as needed, to invest cash and to accommodate contributions/withdrawals.
  • Maintains knowledge of financial markets, regulatory developments and the evolving index landscape.
  • Engages with clients and prospects to represent our investment process, philosophy and performance.
  • Identifies opportunities to improve efficiency and mitigate operational risk.

Knowledge & Skills:

  • Knowledge of modern portfolio management theory and applications.
  • Knowledge of securities markets acquired through work experience.
  • Exceptional organizational skills and the demonstrated ability to work independently and exercise sound business judgement
  • Strong, demonstrated skills in oral and written communication
  • Demonstrated teamwork and interpersonal skills exemplified by the ability to forge strong relationships with internal and external partners (i.e. sales, client servicing, technology, performance analysis, back office, etc.)
  • Results-oriented with attention to detail and strong analytical skills
  • Self-starter with a proven ability to manage workflow across cross-functional teams under multiple competing deadlines.

Experience & Education:

  • 3-6 years of index equity portfolio management experience
  • Experience as an ETF Portfolio Manager is a plus
  • Experience working with Aladdin
  • Proficiency in Python and working experience with large datasets and APIs
  • Bachelor's degree required
  • MBA and/or CFA preferred

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.

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