At a Glance
- Tasks: Support communication with consultants and prepare materials for meetings.
- Company: Join Northern Trust, a Fortune 500 financial institution with over 130 years of experience.
- Benefits: Enjoy a flexible work culture and opportunities for career growth.
- Why this job: Gain exposure to investment management and build valuable relationships in a collaborative environment.
- Qualifications: 3-5 years in client servicing and 2 years in investment experience required.
- Other info: Northern Trust values inclusivity and offers reasonable accommodations for individuals with disabilities.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
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.
Role Summary:
This role sits within Northern Trust Asset Management (NTAM), a global investment manager overseeing over $1.4 trillion in AUM, and is part of the Consultant Relations team, which is responsible for establishing and cultivating partnerships with investment consulting firms. The coverage across the team spans the global consultants to regional focused firms that operate country by country.
This role supports Consultant Relations for Europe, the Middle East, and Africa, with a significant emphasis on the UK. The role of the team globally is to build credibility and to secure formal strategy ratings for our asset management capabilities across all asset classes. It requires collaboration with internal partners focused on distribution and servicing efforts across client segments. The Consultant Relations team focuses a large percentage of their time raising visibility of our firm and capabilities amongst research and field consultants that advise institutional clients.
Given the nature of the Consultant Relations effort, the Associate will get exposure to a mixture of Distribution, Servicing, and Investment-related activities. Northern Trust is looking for a proactive, collaborative, and diligent individual to further strengthen the team.
Responsibilities:
- Support communication with consultants to build trust, raise awareness on asset management capabilities, and gain an understanding of their clients' needs.
- Prepare materials for research and monitoring meetings primarily focused on deepening partnerships with consultants. Lead on meeting follow-ups.
- Respond to enquiries from consultants by providing the requested information/analysis, including regular monitoring requests.
- Act as the initial point of contact for consultant or partner enquiries from consultants for asset management products and services.
- Work closely with the RFP team on RFP/RFI activity relating to consultant relations work.
- Work with the Head of Consultant Relations EMEA to track and develop consultant-intermediated sales opportunities via Salesforce, and manage the related internal reporting.
- Bring perspectives and recommend enhancements in processes, products, or services based on enquiries received from consultants through their experience.
- Ensure for overall and optimal consultant servicing satisfaction by facilitating and coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating concerns/needs to NT partners.
Knowledge and Skills:
The successful candidate will benefit from having:
- 3-5 years of Institutional client servicing and a minimum of 2 years of investment related experience.
- Experience with eVestment and other consultant databases, Salesforce, Excel, PowerPoint and Adobe Writer a plus.
- Development of a broad understanding of asset management services and an in-depth knowledge of the complexities the Consultant segment.
- Direct exposure to Consultant Relations Directors globally, a view into differing engagement approaches across consultants, understanding of how different investment consulting firms are structure, and where this is alignment across NTAM investment capabilities.
- Exposure to Client Portfolio Managers across asset classes to build knowledge of NTAM capabilities and differentiators in the market place.
- Market knowledge of asset management competitors and key trends.
- Hands on research, problem solving, and analytical projects with opportunities to present findings to team members, including members of leadership.
Valuable Competencies:
- Analytical and organisational
- Capacity to work on a range of deliverables at once.
- Tenacious and deadline driven
- Ability to manage differing priorities and workflows
- Problem solver, can-do attitude
- Focused on positive outcomes
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.
Consultant Relations Associate - Investments | Asset Management - Northern Trust employer: Northern Trust
Contact Detail:
Northern Trust Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Consultant Relations Associate - Investments | Asset Management - Northern Trust
✨Tip Number 1
Familiarise yourself with Northern Trust's values and mission. Understanding their commitment to service, expertise, and integrity will help you align your approach during interviews and discussions, showcasing how you can contribute to their goals.
✨Tip Number 2
Network with professionals in the asset management and consultant relations space. Attend industry events or webinars where you can meet current employees or consultants who work with Northern Trust, as personal connections can often lead to valuable insights and referrals.
✨Tip Number 3
Stay updated on market trends and competitor activities in asset management. Being knowledgeable about the industry landscape will not only prepare you for potential interview questions but also demonstrate your proactive interest in the field.
✨Tip Number 4
Prepare to discuss your experience with tools like Salesforce and eVestment. Highlighting your familiarity with these platforms during conversations can set you apart, showing that you're ready to hit the ground running in the Consultant Relations Associate role.
We think you need these skills to ace Consultant Relations Associate - Investments | Asset Management - Northern Trust
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Consultant Relations Associate position. Understand the key responsibilities and required skills, as this will help you tailor your application to highlight relevant experiences.
Tailor Your CV: Customise your CV to reflect your experience in institutional client servicing and investment-related roles. Highlight specific achievements that demonstrate your analytical skills and ability to manage multiple priorities, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your enthusiasm for the position but also illustrates how your background aligns with Northern Trust's values and the specific requirements of the Consultant Relations team. Use examples from your past experiences to showcase your problem-solving abilities and collaborative nature.
Proofread and Edit: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Northern Trust
✨Understand the Role and Company
Before the interview, make sure you thoroughly understand Northern Trust's mission, values, and the specific responsibilities of the Consultant Relations Associate role. This will help you tailor your answers and demonstrate your genuine interest in the company.
✨Prepare for Technical Questions
Given the investment-related nature of the role, be ready to discuss your experience with asset management services and tools like eVestment and Salesforce. Brush up on key trends in the asset management industry to showcase your knowledge.
✨Showcase Your Communication Skills
As this role involves building relationships with consultants, highlight your communication skills during the interview. Be prepared to provide examples of how you've successfully managed client relationships or resolved issues in the past.
✨Demonstrate Problem-Solving Abilities
The role requires a proactive and analytical mindset. Prepare to discuss specific instances where you've tackled challenges or improved processes in previous roles. This will illustrate your ability to contribute positively to the team.