Investment Operations Specialist

2 weeks ago

Chicago, Illinois, United States Northern Trust Corporation 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 provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.

The Role

We are seeking a highly skilled and experienced professional to join our team as an Investment Operations Specialist. In this role, you will be responsible for providing exceptional client service through oversight of daily functions and tasks, including cash processing, custodian reconciliations, and client reporting.

You will also be responsible for cross-training on all oversight functions, serving as a backup for peers as needed, and reinforcing the usage of Northern Trust's best practices within our operations and support teams.

Additionally, you will be responsible for multiple projects of varying complexities, identifying opportunities for process or service quality improvement, and acting as a liaison across the enterprise to drive execution.

Key Responsibilities
  • Operations Management: Provide client service through oversight of daily functions and tasks, including cash processing, custodian reconciliations, and client reporting.
  • Client Service Management: Understand client business and deliverables, provide timely responses to client and internal stakeholder inquiries, and drive the engagement of other partners as appropriate to promptly resolve and remediate client inquiries/issues.
  • Relationship Management: Act as a main point of contact and be accessible to other internal partners and teams supporting the client relationship, independently build relationships with internal partners and teams, and serve as a key subject matter expert and mentor to junior level employees.
Requirements
  • 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 that have been 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.
  • Modest Excel (VLOOKUP, Pivot, etc.) and other MS Office application skills.
Preferred Qualifications
  • A college or university degree.
  • Direct investment management operations experience.
  • Previous exposure to / experience with business process and/or technology enhancement initiatives.
  • Experience with PowerBI or other data visualization applications.
About Working with Us

At Northern Trust, we value a flexible and collaborative work culture, where financial strength and stability empower us to explore new ideas. We encourage movement within the organization, have senior leaders who are accessible, and take pride in working for a company committed to assisting the communities we serve.

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.

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