Financial Operations Consultant for Investment Services
1 month ago
About Northern Trust
Northern Trust Corporation is a renowned, award-winning financial institution with over 130 years of experience and a global presence. As a leader in the financial services industry, we provide innovative solutions and guidance to successful individuals, families, and institutions by upholding our core principles of service, expertise, and integrity.
Our Mission
We aim to deliver exceptional financial services and support to our clients through our teams of dedicated professionals. Our commitment to excellence, coupled with our cutting-edge technology and exceptional service, enables us to serve the world's most sophisticated clients effectively.
Job Description
The successful candidate will be responsible for overseeing the Investment Operations service, reporting to the Team Leader of Reconciliations within the Investment Operations Outsourcing Team. As a key member of the team, you will focus on oversight and issue resolution across reconciliation event processes, utilizing your analytical and procedural skills to ensure accurate portfolio holdings are available to traders and portfolio managers.
You will be accountable for providing high-quality client service through the execution of daily functions and tasks within the Investment Operations Outsourcing Team. This includes oversight of offshore production of operational activity across middle office records, as well as ensuring accurate reconciliations of daily cash and stock positions across middle office and custody books using TLM Premium (Smart Stream application).
In addition, you will work closely with offshore production teams to investigate and resolve queries, track issues through operational logs, and act as a liaison with client service teams to drive issue resolution. You will also be responsible for understanding client Service Level Agreements (SLAs) that are directly related to job function(s), and liaising with clients, market counterparties, and other business areas to clear and investigate issues through to resolution.
Requirements
- Demonstrated client servicing capabilities and excellent communication skills are essential for success in this role.
- A good knowledge of the asset servicing industry, acquired through experience in both middle office and custody records, is critical for this position.
- Experience with Global Equities, Fixed Income, FX, and Money Market Asset Classes is required.
- Understanding of unit pricing and interfund relationships is necessary.
- Must be resilient to pressure and able to adapt quickly.
- Strong analytical skills are required to research and resolve inquiries/issues.
- Organizational skills are necessary to manage conflicting priorities and multitask functions in a fast-paced team environment.
Salary Range
The estimated annual salary for this position is $85,000 - $110,000, depending on experience and qualifications.
Why Join Us
Northern Trust is committed to creating an inclusive workplace where diversity and flexibility are valued. We offer a range of benefits, including comprehensive health insurance, retirement savings plans, and paid time off. Our flexible work environment allows employees to balance their work and personal responsibilities, making it easier to achieve a better work-life balance. If you're passionate about delivering exceptional financial services and supporting clients, join our team and discover a career that's truly made for greater.
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