Northern Trust
Analyst, Investment Performance (Finance)
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of March 31,2019, Northern Trust Corporation had:
$10.9 trillion in assets under custody/administration
$8.2 trillion in assets under custody
$1.2 trillion in assets under management
$122 billion in banking assets
The key responsibilities of the role include:
•Audit client's fund and program rates of return through benchmark analysis and comparison to third party vendors (i.e. Bloomberg)
•Coordinate the delivery of performance reporting and collaborate with Operations and Technology partners to resolve outstanding inquiries
•Support performance reporting needs by answering inquiries as they arise from portfolio managers and investment associates located across the country
•Serve as the subject matter expert on Northern Trust proprietary applications that calculate and report client performance. Setup and maintain client performance programs within Northern Trust's proprietary performance calculation engine
•Understand performance measurement of different investment instruments (equity, fixed income, hedge funds, limited partnerships, etc.) and be able to explain their performance relative to benchmarks, within a program and market conditions
•Connect regularly with portfolio managers and investment associates to understand new investment programs and products, provide ongoing training on IRAS applications, and support additional client needs
•Collaborate in a team environment with other investment performance analysts to enhance reporting and analysis process and raise broad considerations around systematic issues that may arise
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•Undergraduate degree in business, finance or economics
•An understanding of financial concepts, rate of return calculations, and familiarity with investment vehicles and benchmarks across multiple asset classes.
•Time management is essential to be able to respond and resolve inquiries in an accurate and timely manner.
•Analytical and problem solving skills are required to understand and provide performance reporting solutions, as well as to collaborate across client servicing teams and operational areas.
•Strong organizational, written, and verbal client servicing skills are required