Associate Product Specialist, Investments
3 days ago
Northern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Role SummaryThe Associate Product Specialist will play a key role in supporting Northern Trust's Multi-Manager investment offerings, which are sub-advised by external investment managers. As a partner in the Multi-Manager product management group, you will assist senior staff in providing clients, prospects, and Wealth Management portfolio advisors with investment solutions and ongoing updates about the investment philosophy, process, and performance of specific investment programs.
Responsibilities- Support the growth of Multi-Manager External Manager Solutions throughout Wealth Management, providing assistance to senior staff in delivering investment solutions and updates to clients, prospects, and portfolio managers/advisors.
- Prepare materials for internal and external presentations, providing updated information and analysis to partners in response to questions, and collaborating with the Multi-Manager Product and Research teams to design proactive communications.
- Collaborate with the Multi-Manager Product and Research teams and external managers on business initiatives, training events, and presentations to be given to WM PMs, supporting items such as selecting strategies to highlight, reviewing agendas and topics, coordinating schedules, materials, publicity, and other tasks.
- Act as a junior product expert, consulting with internal partners/external managers regarding investment product capabilities, primarily providing updated information and analysis to WM partners in response to questions, and helping with attribution analysis, historical performance analysis, peer ranking to communicate the strategy's performance.
- Provide assistance to senior staff relating to product analysis and communications material for investment solutions delivered to institutional investors, pensions, endowments, and foundations, and family offices.
- 2-5 years of experience in an investment product specialist, marketing, or analyst capacity preferred.
- Excellent communication skills.
- Strong attention to detail.
- Ability to multi-task and work in a fast-paced environment.
- Desire to gain in-depth investment product knowledge.
- Analytical skills.
- Excel and PowerPoint expertise.
- Previous experience with FactSet preferred but not required.
Northern Trust is committed to creating a flexible and collaborative work culture, where financial strength and stability empower us to explore new ideas. As a partner, you will have opportunities for growth and development, and be part of a team that values accessibility, senior leaders, and community involvement.
We strive to create a workplace with a greater purpose, where you can build your career and make a meaningful impact. If you're passionate about investments and want to join a company that shares your values, apply today and let's explore how your skills and experience can contribute to our success.
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