Investment Analyst

2 weeks ago


Tempe, Arizona, United States Northern Trust Full time
About Northern Trust


Northern Trust is a prestigious financial institution recognized globally, with a legacy of excellence since 1889.


We are dedicated to delivering innovative financial solutions and expert guidance to our esteemed clients, including individuals, families, and institutions, by adhering to our core values of service, expertise, and integrity.

With over 130 years of experience and a workforce exceeding 22,000, we cater to the needs of the world's most sophisticated clients through advanced technology and unparalleled service.

Key Responsibilities


Serve as the primary contact for client relationship managers at Northern Trust regarding all inquiries related to alternative investments.

Proactively monitor, address, and respond to inquiries from both internal and external stakeholders; this includes data retrieval, interpretation, and analysis to ensure client valuation expectations are consistently met.

Effectively manage daily tasks to ensure timely deliverables while fostering a collaborative team environment.

Continuously evaluate and enhance processes to identify improvements that boost team efficiency.

Actively engage in departmental projects and initiatives.

While some initiative is expected, more complex issues should be escalated to supervisors or experts.

Qualifications


Strong oral and written communication skills are essential.

Proficiency in MS Office is required.

Analytical and problem-solving skills are crucial.

Familiarity with Capital Markets, particularly in Syndicated Bank Loans, Valuation Reporting, and Reconciliation Principles, along with a background in finance or accounting, is preferred.

Education


A college degree is required, with a focus on Finance and Accounting preferred.

Working Environment


At Northern Trust, we foster a flexible and collaborative culture where financial strength and stability empower us to explore innovative ideas.

We encourage internal mobility, ensuring accessibility to senior leaders, and take pride in our commitment to supporting the communities we serve.

We value an inclusive workplace and recognize that flexibility means different things to different individuals. We look forward to discussing your flexible working requirements.


#MadeForGreater
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