Senior Investment Research Analyst - Wealth Management (Finance)
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.
The Senior Investment Research Analyst in Wealth Management (WM) Portfolio Research works closely with the Director of Manager Research to apply leading research to the WM investment selection process. The Sr. Analyst is responsible for supporting, and often leading, efforts around manager sourcing, due diligence, and ongoing monitoring responsibilities with particular emphasis on private markets.
Major Duties:
- Sourcing, initial due diligence, and ongoing monitoring for potential and current investments across private equity, real estate, infrastructure, and credit within a team-based approach on behalf of the Investment Advisory Committee (IAC);
- Support the IAC manager selection and monitoring process through manager interviews, performance and risk evaluation, and operational due diligence assessments;
- Written and verbal presentation of due diligence reports and concluding opinions at monthly IAC meetings;
- Development of published investment research, thought leadership, and education of advisors and end-clients.
Knowledge:
- Expert knowledge of academic and practitioner research in financial economics and investments, with strong quantitative skills in data analytics and statistical methods.
- Ability to apply financial theory and economic intuition to empirical investment analysis, and extend analysis to include qualitative considerations.
- In-depth knowledge of private markets including current trends and best practices, along with a robust network of relationships within the industry for sourcing opportunities and insights.
- Requires excellent written and oral communication skills, critical thinking, leadership skills, and the ability to collaborate.
- The ability to code in R or Python is a plus.
Experience:
- 7-10+ year's investment experience. MBA (or PhD) / CFA / CAIA 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.
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 and apply today. #MadeForGreater
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.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
