Northern Trust

Associate Client Investment Officer, GFO OCIO

Northern Trust • $80K — $133K *
Chicago, IL 60629In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-7 years of relevant experience in investments, trading, or operations preferred.
  • Strong analytical abilities and problem-solving skills essential.
  • Proficient in Microsoft Office and other relevant software systems.
  • Excellent communication skills, both verbal and written, are mandatory.
  • In-depth knowledge of client servicing and portfolio management required.
  • A college degree is mandatory; CFA candidate status is preferred.

Responsibilities

  • Support investment management by overseeing portfolio asset allocation and preparing review materials.
  • Conduct daily portfolio reviews to identify and address issues in client investment programs.
  • Execute transactions for rebalancing client investment portfolios with bank partners.
  • Collaborate with portfolio management and research teams to manage client investment programs effectively.
  • Coordinate with performance teams to analyze and provide insights on client portfolios.
  • Ensure timely completion and accuracy of all client deliverables based on unique client requirements.
  • Oversee the continuous maintenance and updating of client and process procedures.

Benefits

  • Comprehensive retirement benefits including a 401k and pension plan.
  • Health and welfare benefits covering medical, dental, and vision.
  • Generous paid time off along with parental and caregiver leave.
  • Life and accident insurance provided, with additional voluntary benefits available.
  • Discretionary bonus program potentially including equity components.
Full Job Description
Role Summary

As a member of the Outsourced Chief Investment Officer("OCIO") team, the Associate Client Investment Officer is responsible for assisting senior staff in the management of client investment programs. Provide client servicing support as necessary. Review client portfolios daily and identify issues based upon understanding of client investment programs. Participate in client meetings when appropriate. The position is geared toward early career investment professionals with interest in acquiring the knowledge and skills to develop into Client Investment Officers

Primary Duties and Responsibilities
  • Provides investment management support by maintaining awareness of portfolio asset allocation and construction and prepares review material for client meetings
  • Reviews client portfolios daily and identifies issues based upon understanding of client investment programs
  • Executes transactions to rebalance client investment programs and works with bank partners to post client buy/sell transactions
  • Partners with portfolio management team and manager research on all additions, replacements and removal of managers/investments from client programs
  • Coordinates with performance team to analyze and prepare client portfolio information
  • Verifies data accuracy and completes all client deliverables in a timely manner while accommodating any unique client requirements or requests
  • Ensures client and process procedures are maintained and updated on a regular basis
  • Operates independently with in-depth knowledge of business unit / function
  • Carries out complex activities with significant financial, client, and business impact
  • Participates in client meetings, when appropriate
  • Maintains awareness of Northern Trust's economic and market expectations


Necessary Qualifications
  • Excellent analytical, verbal, and written communication skills are required.
  • In-depth knowledge of client servicing, investment, and/or portfolio management is required.
  • Analytical and problem solving skills are required.
  • Technical skills / systems knowledge (e.g. Microsoft Office) is required.
  • College degree required
  • 3 to 5 years work experience preferred, ideally in investments, trading, operations
  • CFA candidate preferred


Salary Range:
$80,800 - 133,400 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Finance & Insurance
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ
NTRS
* Ladders Estimates

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