About this role
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
ROLE SUMMARY
Northern Trust Asset Management (NTAM) is an investment management firm with over a trillion dollars entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.
This Consultant role is responsible for ensuring a successful client onboarding experience for NTAM Clients and their relationship managers. This person will assist in resolving data related issues to meet our Service Level Agreements, in addition to data analysis and identification of strategic solutions to improve the overall lifecycle. The role will work with, Sales, Relationship, Product and Investment Operations partners to improve processes and Technology partners to implement infrastructure enhancements.
PRIMARY DUTIES AND RESPONSIBILITIES
As a Consultant on the Client Ops Data team, you will help to drive operational excellence across the practice. Day to day responsibilities include: Manage account and client creation across investment, accounting and performance book of record platforms, enabling the investments process. Partnering with Clients, Relationship Management, Legal, Product and Investment Operations to manage both simple and complex onboardings in a project-management fashion.
Own and drive quality, integrity and validation of records in a data-driven environment with excellence.
Represent ownership and understanding of downstream data consumer needs to drive excellence in execution across all operational and business teams.
Collaborate with teams throughout the firm to assist in data analysis and problem resolution
Daily interaction, tracking, issue escalation, and resolution with internal and external partners including; Global Custodians, Fund Accountants, Trading Counterparties, other service providers and vendors to catalyze the investments process.
Work in partnership with NTAM operational leaders, peers and technology to achieve scale and operational excellence while mitigating business and regulatory risk and losses
Actively participate in the continual improvement of our client experience by collaborating with technology, investment operations, and client servicing teams
Assist in the development of a robust governance and control framework
Help drive initiatives to strengthen NTAM’s first line of defense, instilling a culture of continuous improvement of policy and procedure to reduce operational risk
NECESSARY KNOWLEDGE AND SKILLS
Understanding of the investment management business, multiple asset classes, and investment/financial technology systems within an Asset Management setting
Enthusiasm for analytics, data, client onboarding, and investment products Effective problem-solving, collaboration, and consensus-building abilities
Strong relationship-building and teamwork skills; a solid collaborator with experience leading initiatives across multiple groups and stakeholders Excellent communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade audiences across departments
Experience driving digital and automation-focused transformation for improved control and efficiency Adaptability and flexibility to thrive in a constantly changing environment with shifting business priorities Global perspective with sensitivity and awareness of social and cultural differences
NECESSARY EXPERIENCE AND EDUCATION
for internal applications - 24 months as Consultant
8 years plus experience in operational or service roles within the financial services industry, with expertise in client onboarding and/or client servicing; Asset Management experience strongly preferred
Strong performance in complex project management, lateral collegial influencing and excellence in detailed execution a must Track record of using industry trends, data analytics, and automation for growth and risk
Proven success in driving change and transformation across diverse groups Bachelor’s Degree or equivalent experience
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] , or alternatively you can discuss your individual requirements with the recruiter you are working with.
About Our Bangalore Office
The Northern Trust Bangalore office, established in 2005, is home to over 5,600 employees. In this stunning office space, we offer fantastic amenities which include our Arrival Hub - Jungle, the GameZone, and the Employee Experience Zone that appeal to both clients and employees. Learn more.