Associate Client Portfolio Manager, Global Equities
3 months 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 seeking an Associate/Sr. Associate Client Portfolio Manager (CPM) to support our Global Equity Team. NTAM manages $721.9 in equity assets on behalf of a global client base that includes institutional, intermediary, and wealth. The key equity capabilities this role will support include Quantitative, Index, and Tax Advantaged Equity. The CPM team is responsible for representing and advocating for our equity capabilities to clients and internal partners by explaining investment philosophy, platform, process, and performance. As an associate member of a team that supports both investments and distribution, you are expected to actively support a variety of activities that lead to successful client engagements. This includes organizing and developing content about markets, portfolios, and the broader industry, including an understanding of trends that can inform how we frame capabilities as well as go to market strategies.
Principal Responsibilities:
Develop, coordinate, and contribute to development of high-quality materials such as presentations, thought leadership, analysis, and RFP responses to support current and prospective clients, and to educate stakeholders.
Conduct quantitative and other analysis to support ongoing business activities including responding to client inquiries, market analysis and insights, and other forms of thought leadership.
Support innovation through knowledge of market trends and opportunities, portfolio construction, regulations, the competitive landscape, and NTAM capabilities
Desired Qualifications and Attributes:
Bachelor’s degree required
Relevant post-graduate work or progress toward is preferred (such as MBA or CFA)
Ability to think strategically, collaborate productively, and problem-solve effectively
At least 3 years of relevant financial industry experience that has provided exposure to the asset management industry
Ability to develop and contribute to high quality content such as presentations, research papers, market commentary, RFPs, and value-added responses to client inquiries
Strong technical/analytical toolkit to complement ability to visualize and frame data
Strong communication skills
Familiarity with industry tools including Morningstar Direct, eVestment, FactSet, Bloomberg, etc.
Knowledge of equity investment concepts including portfolio construction and factor investing
Attuned to the competitive landscape to position platform and strategies
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.
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