Minimum of 5 years of relevant / applicable experience in the financial services industry
Project-based working experience
Demonstrated experience supporting teams on complex initiatives
Solid experience with the full range of communication skills - written and oral
B.A. or B.S. degree.
CFA, CIPM or CAIA qualification a bonus but not required.
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 w
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.
New Client Onboarding Responsibilities
Provide subject matter expertise around performance methodologies, data conversion and the Fund Manager platform to clients and internal teams
Act as a point of contact and build relationships with external investment managers, internal partners across the Implementation team as well as Client & Data Solutions, in-house technology & product development partners, and senior management during the implementation process
Provide support within the data conversion workstream of new client onboardings. This includes guidance and training of more junior resources within the team
Liaise with team members and the broader Client Implementation group on issues, best practices and planning
Participate in regular internal meetings providing status reporting, due diligence and issue resolution
Coordinate and perform system configuration and testing as needed
Help identify and communicate bespoke client requests and requirements and work with internal business and IT partners to address
Work closely with teams across the organization to ensure operational readiness
Assist in developing implementation methodology standards, procedures and templates
On an ongoing basis, collaborate with teams across the business to ensure onboarding process is up to date and effective
Ensure all escalations are identified and communicated to management appropriately
Required Knowledge & Skills
Seasoned expert with extensive technical and business knowledge and functional expertise that has been developed over 5+ years and/or equivalent experience
Self-starter - Performs independently with limited supervision and coaching. Directs and assists the efforts of team, peers, stakeholders
Collaborative mindset and capability to thrive within the team environment
Ability to support and deliver multiple issues/initiatives across multiple areas to improve the service delivery, efficiency and relationships
Proactively recommends and champions value added efforts to improve overall service quality and promote employee engagement
Exceptional influencing skills
Excellent written and oral communication skills
Must be a strategic thinker, an effective communicator and facilitator with strong analytical and presentation skills
Results oriented, takes initiative to identify areas to add value and executes quickly and effectively
Highly flexible and adaptable to change
Attention to detail
Works with a sense of urgency
Experience identifying key performance indicators, creating dashboards and developing project metrics
Advanced knowledge of Microsoft Suite (Excel, Word, PowerPoint).
Ability to apply operational business practices and coordinate with other closely related areas to improve efficiency
Understanding of institutional investment industry, including markets and investment instruments
Understanding of investment operational processes, including transactional impacts, cash movements, and accruals
Understanding of accounting / reporting methods, including IBOR, ABOR, and True NAV to support complete and accurate data capture
Knowledge of performance measurement concepts. Understanding of performance benchmarks and their use
Ntrs · Limerick, Ireland