OVERVIEW:
The Senior Investment Specialist is a key contributor to Northern Trust Asset Management, partnering with private client sales & distribution teams as a technical subject matter expert across fixed income markets for Northern Trust Wealth Management portfolio advisors and third-party financial intermediaries. The Senior Investment Specialist works cross-divisionally to help identify timely market themes and translate them into coordinated sales opportunities, investment guidance, and field support.
DESCRIPTION (Summary):
- The Senior Investment Specialist is a critical link between financial advisors and the sales & distribution teams, playing an important role in new business origination and client relationship support.
- The Senior Investment Specialist serves as an accessible first-line fixed income resource for the private client sales & distribution teams and may participate in advisor or client engagements.
- The Senior Investment Specialist works closely with cross-divisional partners (e.g., Marketing, Product Management, Investment Management, Chief Investment Strategist, Client Portfolio Management) to help develop and commercialize effective sales enablement resources around timely market themes and investment opportunities.
KEY RESPONSBILITIES:
- Serve as subject matter expert across fixed income markets, investment strategies, portfolio roles, and the competitive landscape.
- Distill complex market- and investment-related information into clear, easy-to-understand language, communications, talking points, and field guidance.
- Identifies timely fixed income themes and opportunities based on market conditions, investor needs, sales priorities, and field feedback.
- Work closely with private client sales and distribution teams to understand advisor/client needs and help develop thoughtful portfolio solutions that may incorporate NTAM (and non-NTAM) strategies.
- Serve as a first-line fixed income resource for private client sales & distribution, including participating in advisor meetings, client events, conferences, and other field engagements where specialized market and investment expertise can enhance the conversation.
- Leverage portfolio construction resources to support in-depth portfolio analysis, including efficient frontier analysis, diversification analysis, product comparisons, and thoughtful portfolio recommendations.
- Collaborate with cross-divisional teams (e.g., Marketing, Product Management, Investment Management, Chief Investment Strategist, Client Portfolio Management) to commercialize market themes by aligning the investment story, relevant solutions, implementation considerations, competitive analysis, and developing training and field activation resources.
- Stay closely informed of market events, industry trends, competitor activity, and field needs.
- Guide, direct, and mentor other members of the broader team, as appropriate.
QUALIFICATIONS:
- 10+ years of investment-related experience and relevant subject matter expertise in fixed income, ideally acquired through related work experience as an investment practitioner (e.g., portfolio manager, research analyst, trader).
- Strong knowledge of fixed income investment solutions and services.
- Strong investment acumen and analytical skills applicable to the capital markets.
- Proven team player with the ability to work well across multiple business channels.
- Excellent written and oral communication skills.
- Prior experience servicing investment advisors and/or financial intermediaries.
- Requisite FINRA securities license(s) preferred.
- Bachelor’s degree or higher.
- Candidates for CFA, CAIA, and/or attainment of said designations strongly preferred.
Salary Range:
$164,600 - 288,000 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).
