Head of Multi-Asset Model Portfolios Strategist

1 week ago

Chicago, Illinois, United States Northern Trust Full time
About Northern Trust

Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for the world's most successful individuals, families, and institutions.

We pride ourselves on our commitment to service, expertise, and integrity, which has enabled us to build long-lasting relationships with our clients. With over 130 years of financial experience and a global presence, we serve the world's most sophisticated clients using leading technology and exceptional service.

Job Summary

We are seeking a highly skilled and experienced Head of Multi-Asset Model Portfolios to join our team. As a key member of our investment management team, you will be responsible for creating and managing model portfolios for the intermediary channel. Your expertise will be instrumental in formulating a comprehensive growth strategy for Northern Trust's Multi-Asset Model Portfolio business.

Responsibilities
  • Formulate a comprehensive growth strategy for Northern Trust's Multi-Asset Model Portfolio business
  • Work closely with the CIO of Multi-Asset and the investment team to create, deliver, and manage multi-asset portfolios for the intermediary channel
  • Collaborate with the Intermediary Distribution team and Product Specialist
  • Map firm's asset allocation use to model portfolios
  • Establish mechanisms for inclusion of proprietary strategies in open architecture models
  • Oversee model portfolio roll out and maintenance (e.g., rebalancing, implementation)
  • Articulate the Go-To-Market strategy to succeed across prioritized opportunities
  • Develop narratives around new products, educate internal teams on model products, and create communication materials (i.e., factsheets)
  • Create and deliver presentations for existing and prospective client portfolios. Assist in preparing quarterly reports and letters to clients. Manage client interactions and communications
Qualifications
  • Senior investment professional with 15+ years of experience in portfolio management, asset allocation, and product innovation
  • Thought leader with a track record of success in building investment processes & products to execute growth opportunities
  • Experience managing blended (active/passive) model portfolios by implementing tactical allocation signals and fund selection such as taxable, tax-aware, and with liquid alternatives ranges
  • Experience prospecting large clients to expand business globally and build new model ranges for custom models incorporating tax-loss harvesting solutions, private markets, SMAs, and active ETFs
Experience
  • Three to six years of experience in an investment management environment
  • Advanced degree in finance, statistics, engineering, or hard science required
Working with Us

As a Northern Trust partner, 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.

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