Iras Sr. Associate

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.

Major Duties

• Solves problems in straightforward situations
• Analyzes possible solutions using technical experience and judgment and precedents
• Identifies and implements process improvements
• Impacts quality of own work and the work of others on the team
• Works within guidelines and policies
• Independently manages the majority of client relationships who subscribe to more simplistic reporting.
• Remainder of client allocation is in supporting senior partners on clients of varying complexity, (independently evaluating and responding to client inquiries, determining service requirements, providing training, producing client reporting, and helping clients interpret financial metrics to understand the impact of their investment decisions)
• Regularly Interface with senior staff at Northern Trust and/or client offices (CIOs, Treasurers, Directors of Investments), with minimal oversight from more senior partner
• Works with internal operations and client servicing partners to problem solve client issues and requests to ensure accuracy and timeliness of all information provided to clients
• Independently produces custom reporting, and executes client projects with limited oversight
• Provide data quality oversight, assistance with prioritization of work, and mentorship to less tenured team members
• Lead client projects and provide solutions to client requests
• Assist management with strategic projects and initiatives

Knowledge

• Requires expanded conceptual knowledge in own job discipline
• Understands key business drivers; uses this understanding to accomplish own work
• Explains complex information to others in straightforward situations
• Uses insights into how the IRAS team integrates with other teams within Business Services, C&IS, and Wealth Management to coordinate efforts and resources to achieve shared and individual objectives, as well as to provide leadership in solving cross-practice problems
• Expected to use judgement to make decisions without seeking approval

Experience:

• Provides formal and informal guidance to new team members
• Accountable for own contributions
• Bachelor’s degree, preferably in business, finance, technology or related field
• 3-10 years of relevant experience in investment analysis or trust-investment related background, investments operations, client-servicing, or transferable experience from a related field, typically gained through experience as an IRAS Associate
• Interest in, or progress towards CFA, CIPM, CAIA or other investments-related professional designation is a plus
• Excellent business judgment is required in order to quickly assess a situation and proactively develop solutions to complex client needs
• Use of Microsoft Office tools, advanced Excel skills preferred
• Exposure to Northern Trust or third party financial software is a plus
• Strong organizational, written, and verbal client servicing skills.
• Excellent time management and multi-tasking skills.

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.

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 MyHRHelp@ntrs.com.

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.

Talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the “Apply” button below.