Investment Operations Specialist
14 hours ago
About Northern Trust
Northern Trust, a leading financial institution, has been in continuous operation since 1889. We are committed to providing innovative financial services and guidance to successful individuals, families, and institutions.
We have over 22,000 partners globally, serving clients using cutting-edge technology and exceptional service. Our mission is to remain true to our principles of service, expertise, and integrity.
The Opportunity: Consultant on the Investment Operations Outsourcing (IOO) Client Service Team
The Consultant serves as the first point of contact for clients, resolving complex issues and participating in projects that improve overall service quality. They must possess broad industry knowledge and strong interpersonal skills to work effectively with internal and external stakeholders.
Key responsibilities include:
- Providing client service through oversight of daily functions and tasks, including cash processing, custodian reconciliations, and client reporting.
- Cross-training on all oversight functions and serving as back-up for peers as necessary.
- Reinforcing the usage of best practices within IOO and its support teams.
- Managing multiple projects of various complexities.
- Able to identify opportunities for process or service quality improvement and act as a liaison across the enterprise to drive execution.
- Understanding and enhancing procedures and controls to mitigate operational, financial, or reputational risk to the clients and Northern Trust.
Required Skills and Qualifications
The ideal candidate will possess:
- 5+ years of relevant work experience supporting Financial Industry Operations, Asset Management, and/or Investment Operations clients.
- Knowledge of trade lifecycle and the various counterparties within the operating model.
- Examples of process efficiencies implemented in prior roles.
- Proven excellent oral and written communication skills.
- Demonstrated ability to prioritize and multi-task, and complete work with a sense of urgency that matches the client/issue.
- Strong Analytical, attention-to-detail and problem-solving skills.
- Moderate Excel and other MS Office application skills.
Estimated Salary
$65,000 - $85,000 per year.
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