Consultant, Portfolio Accounting
2 weeks ago
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role Summary:
Northern Trust Asset Management (NTAM) is a trillion dollar investment management firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.
The Portfolio Accounting function is primarily responsible for the daily oversight & governance of the Institutional Accounting entities. This role in partnership with practices that include Performance Measurement, Attribution, Product, and Technology will develop and execute workflow enhancements to deliver a world-class Accounting organization. It will involve both identifying, solutioning, and championing initiatives to build new capabilities such as day-over day Total Market Value recons for all products, while remaining agile in order to service competing needs of dependent product initiatives.
Primary Duties and Responsibilities:
Work alongside global partners to deliver a robust, low touch, operating model for supporting Institutional Client Accounting:
Lead accounting-related external and internal initiatives to drive automation to drive economies of scale
Identify trends within the data resulting in insufficient outcomes. Formulate solutions & write development stories to help guide Technology to develop strategic outcomes
Act as an escalation point onshore and offshore resources to provide guidance for complex Accounting problems
Assert completion of daily reconciliation for all global institutional entities within 2 Basis Points. Actively documents and communicates any corrective action needed to address hope items for remediation.
Provide business testing and certification that all system capabilities are functional. Function is performed on an ad-hoc basis with tight deadlines, requiring partners to remain agile while servicing competing needs.
Collaborate with multi-disciplinary teams to assess current state and architect future-state operating models, processes, capabilities required to successfully support evolving business needs.
Partner with Business Unit Manager to implement long term strategic initiatives pursuant to the growth of the team/enterprise
Strengthen the first line of defense (1LOD) by instilling a culture of continuous improvement and robust policy and data domain documentation to reduce operational risk and drive operational excellence.
Develop and monitor KPIs to measure operational effectiveness of Accounting teams to ensure monthly SLA’s are met.
Motivate and guide off share partners to inhibit growth, autonomy, and build resiliency.
Consult with product team, COO teams, technology etc. to develop scalable and modular reporting (for e.g. Sustainable Investing) for funds and separate accounts.
Necessary Knowledge and Skills:
Detailed understanding of the investment management business, multiple asset classes and investment systems
Knowledge of Global Accepted Accounting Practices (GAAP).
Prior experience in integrating and influencing others across a network, and unlocking new opportunities to drive excellence in investment accounting
Experience measuring & managing competing priorities to ensure delivery of initiatives across competing deadlines
Dynamic relationship building and partnership skills; a strong collaborator with experience partnering on initiatives amongst multiple groups and stakeholders
Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences
Global outlook with sensitivity and awareness of social and cultural differences
Strong situational awareness and decision making capabilities
Ability to review large data sets utilizing strong analytical capabilities to identify fact patterns within the data. Demonstrates capability to offer up solutions to drive iterative change.
Necessary Experience and Education
Bachelor degree; Master in Business Administration preferred.
Background in Fund Administration strongly preferred
At least 4 years of work experience in the investment management industry, with a demonstrated track record of leading accounting functions.
Proficiency with investment accounting for both Equity and Fixed Income Asset Classes
Track record of driving iterative improvement to help foster growth and continuity
Experience with SQL is preferred
Experience with Microsoft Suite products with demonstrated proficiency in executing excel based formulas
Working with Us:
As a Northern Trust partner, greater achievements await. 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.
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. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
-
Account Consultant
1 month ago
Tempe, United States Talent Software Services Full timeACCOUNT CONSULTANT - MECHANICAL SERVICE & PROJECTSJob Summary: Talent Software Services is in search of ccount Consultant - Mechanical Service & Projects for a Direct Placement in Tempe, AZ. Position Summary: The Account Consultant will be responsible for developing business with our existing client base, and securing new customers to our business. This role...
-
Sr Account Consultant- Fire Protection
3 days ago
Tempe, Arizona, United States Southland Industries Full timePOSITION SUMMARY The Account Consultant, Senior will proactively engage potential and existing customers face to face, developing relationships with end-users, building property/facility managers, to develop the appropriate sales strategy. Expected to learn Southland Industries business and be able to articulate this to the industry and customers. This...
-
Partner Account Consultant
2 weeks ago
Tempe, United States Global Payments (Beamery) Full time**Description**: Provide accurate and timely technical information, advice, and assistance regarding the organization's product and services. Respond to inquiries from clients; understand their technical questions, assess their needs, and suggests or promote solutions that may include alternative products or services. Undertake research and develop proposal...
-
Partner Account Consultant
2 weeks ago
Tempe, United States Global Payments Full timeEvery day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....
-
Accountant (Canadian Portfolio)
3 weeks ago
Tempe, United States ASHUSA Inc. Full timeDescription: - Atlantica is a sustainable infrastructure company that owns and manages renewable energy assets around the world._ _With a focus on safety and integrity we drive to create value. Join us!_ **Location** - Tempe, Arizona **Why You’ll Love Us** - ** Earn a Competitive Rate with Advancement Opportunities**: - ** Safety is Our Priority** - We...
-
Sr Account Consultant- Fire Protection
4 weeks ago
Tempe, United States Southland Industries Full timeJob DescriptionPOSITION SUMMARY The Account Consultant, Senior will proactively engage potential and existing customers face to face, developing relationships with end-users, building property/facility managers, to develop the appropriate sales strategy. Expected to learn Southland Industries business and be able to articulate this to the industry and...
-
Portfolio Manager
2 weeks ago
Tempe, United States The Ladders Full timeWho we are Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners' mortgage...
-
Sr. Consultant, Front Office Analytics
4 weeks ago
Tempe, Arizona, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Sr. Consultant, Front Office Analytics
3 weeks ago
Tempe, Arizona, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Techno Functional Consultant
1 day ago
Tempe, United States Wipro Limited Full timeOverview: Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. We leverage our holistic portfolio of capabilities in consulting, design, engineering, operations, and emerging technologies to help...
-
Operating Model Consultant
2 days ago
Tempe, United States Edward Jones Full time**Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.** Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone...
-
Princ Partner Account Executive
4 weeks ago
Tempe, United States Gen Digital Full timeAbout Gen: Gen is a global company powering Digital Freedom through consumer brands including Norton, Avast, LifeLock, Avira, AVG, ReputationDefender, and CCleaner. Our combined heritage is rooted in providing safety for the first digital generations. We bring leading technology solutions in cybersecurity, privacy and identity protection to more than 500...
-
Tempe, Arizona, United States Amazon Full timeThe Strategic Account Services (SAS) organization is seeking a Senior Customer Success Manager to shape the future of the program. The Senior Customer Success Manager drives business growth for some of the most influential Sellers on the Amazon Store, ensuring Seller satisfaction by delivering an optimal level of service through strategic insights and...
-
Tempe, Arizona, United States Amazon Full timeThe Strategic Account Services (SAS) organization is seeking a Premium Beauty Senior Customer Success Manager to shape the future of the program. The Senior Customer Success Manager drives business growth for some of the most influential Sellers on the Amazon Store, ensuring Seller satisfaction by delivering an optimal level of service through strategic...
-
Tempe, Arizona, United States Amazon Full timeThe Strategic Account Services (SAS) organization is seeking a Senior Customer Success Manager to shape the future of the program. The Senior Customer Success Manager drives business growth for some of the most influential Sellers on the Amazon Store, ensuring Seller satisfaction by delivering an optimal level of service through strategic insights and...
-
Tempe, Arizona, United States Amazon Full timeThe Strategic Account Services (SAS) organization is seeking a Senior Customer Success Manager to shape the future of the program. The Senior Customer Success Manager drives business growth for some of the most influential Sellers on the Amazon Store, ensuring Seller satisfaction by delivering an optimal level of service through strategic insights and...
-
Account Consultant- Mechanical Service Sales
1 week ago
Tempe, United States Southland Industries Inc. Full timePOSITION SUMMARY The Account Consultant will be responsible for developing business with our existing client base, and securing new customers to our business. This role will responsible for the greater Phoenix territory and will be expected to focus on small to mid-sized commercial service maintenance contracts. What you’ll do: Works...
-
Tempe, United States FORVIS Full timeDescription & Requirements The successful candidate will play a key role in a growing team of professionals who assist clients with all aspects of governmental accounting and finance. Our client organizations are State and Local governments and institutions of higher education that follow the Governmental Accounting Standards Board (GASB). The nature and...
-
Tax Consultant
3 days ago
Tempe, Arizona, United States Automatic Data Processing Full timeAnalyze client tax accounts during the implementation process. Ensure employer tax accounts are accurately and timely integrate into PEO tax services. Collaborate with clients, tax authorities, and ADP Business partners to manage client tax accounts. Tax, Consultant, Processing, Business Partner, Technology, Accounting
-
Tax Consultant
2 weeks ago
Tempe, United States Automatic Data Processing Full timeAnalyze client tax accounts during the implementation process. Ensure employer tax accounts are accurately and timely integrate into PEO tax services. Collaborate with clients, tax authorities, and ADP Business partners to manage client tax accounts. Tax, Consultant, Processing, Business Partner, Technology, Accounting
