Private Market and Performance Consultant

Private Market and Performance Consultant

Full-Time 60000 - 75000 £ / year (est.) No working from home possible
0

At a Glance

  • Tasks: Support clients with investment reporting and analytics while developing innovative solutions.
  • Company: Join Northern Trust, a global leader in wealth management and financial services.
  • Benefits: Enjoy a flexible work culture, career mobility, and a commitment to community service.
  • Other info: Be part of a diverse team dedicated to excellence and continuous improvement.
  • Why this job: Make a real impact by translating complex data into insightful investment reports.
  • Qualifications: Strong Excel skills, client consulting experience, and knowledge of data analytics tools required.

The predicted salary is between 60000 - 75000 £ per year.

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Integrated Portfolio Services (IPS) delivers investment performance, risk measurement reporting and analysis, compliance guideline monitoring, and private markets capabilities to our clients. IPS services span multiple client segments including Corporate Pension Funds, Public Funds, Foundations and Endowments, Wealth Management, Sovereign Wealth Funds, and Investment Management. IPS utilizes both proprietary and third‑party vended applications to provide a comprehensive range of investment analytics, such as rates of return, attribution analysis, and guideline monitoring. This supports the entire investment management process from planning to evaluation.

Your Role

Northern Trust's Front Office Solutions (FOS) platform provides a comprehensive, full-service, multi-asset platform designed to empower institutional investors and in‑house investment teams. The successful candidate will develop a strong understanding of the platform's broader capabilities across both public and private markets, with focused expertise in private markets analytics and reporting. The role requires a deep appreciation of how investment, operational, and data processes converge to deliver meaningful portfolio insights. This includes understanding Northern Trust's private market and custody administration services, including capital call processing, distribution management, and underlying investment data capture, as well as how this information is transformed into actionable analytics and reporting. In addition to FOS, Northern Trust leverages third‑party analytical solutions for certain clients to enhance private markets performance measurement, benchmarking, and investment reporting. The candidate will be expected to develop proficiency in these tools and the associated data ecosystems that support them. Operating at the intersection of investment operations, data management, analytics, and client reporting, this role is responsible for translating complex multi‑asset portfolio information into clear, insightful, and decision‑useful investment reporting.

Key responsibilities

  • Supporting and servicing existing clients, overseeing the delivery of investment reporting and analytics, and partnering with clients to develop solutions that address their evolving business and investment requirements.
  • Contributing to business development efforts across the EMEA region, supporting opportunities with Asset Owners, Sovereign Wealth Funds, Pension Funds, and Global Family Offices.
  • Working closely with Sales, Relationship Management, and Product teams to deliver solutions, system demonstrations, support client presentations, and engage in consultative discussions with prospective clients.
  • Service delivery of important IPS clients, ensuring operational excellence and business alignment.
  • Act as the primary contact for client engagements, offering expert guidance and resolving complex data queries.
  • Ensuring accuracy and timeliness of deliverables in line with SLAs.
  • Understanding the different and broader capabilities of the IPS Products and support cross‑functional solutioning across different client segments.
  • Leveraging expertise in private markets analytics concepts, DPI, TVPI etc and performance measurement including IRR vs TWR, PME’s, benchmarking, attribution, and accounting.
  • Understanding the concepts for private market pacing and liquidity modelling and be able to talk to and demonstrate in system.
  • Providing technical insight and analysis for internal and client‑facing projects.
  • Overseeing the development and implementation of new performance analytics products based on changing market or client needs.
  • Participating in initial client discovery sessions; assists in project planning, setting client expectations, and facilitating continuous client updates throughout the onboarding process.
  • Identifying process improvement opportunities and collaborate with technology teams for automation.

Ideal candidate

  • Demonstrated ability to articulate end-to‑end capabilities, demonstrating how our technology, administration, data, and reporting solutions help clients gain greater transparency and insight into their investment portfolios.
  • Demonstrated ability to mentor team members as we expand the support model to our APAC region; driving knowledge share to increase awareness and enhance knowledge.
  • Client Consulting & Presentation Skills: Strong ability to engage with clients, understand business requirements, and deliver clear, insightful recommendations to both technical and non‑technical audiences.
  • Advanced Excel Proficiency: Highly proficient in Microsoft Excel, including complex formulas, data analysis, modelling, and the effective use of Excel add‑ins.
  • Knowledge of Data Analytics Tools: Experience with Power BI and Alteryx is highly desirable, with the ability to transform data into meaningful insights and visualisations.
  • Presentation Development skills: Advanced PowerPoint skills, with the ability to create professional, executive‑level presentations and confidently deliver content to clients and senior stakeholders.

Work Authorization

Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment. Please note that Northern Trust is unable to provide visa sponsorship for this role.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or discuss your individual requirements with the recruiter you are working with.

Looking for greater? You found it.

A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work‑life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Private Market and Performance Consultant employer: 079 NT Management Services Limited

At 079 NT Management Services Limited, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. Located in the vibrant Greater London area, we offer competitive benefits, continuous professional development opportunities, and a collaborative environment where innovative ideas are encouraged. Join us to be part of a forward-thinking team dedicated to excellence in client service and business growth.

0

Contact Details:

079 NT Management Services Limited Recruitment Team

We think you need these skills to ace Private Market and Performance Consultant

Private Markets Analytics
Investment Reporting
Data Management
Client Consulting Skills
Advanced Excel Proficiency
Power BI
Alteryx