At a Glance
- Tasks: Deliver high-quality investment performance analysis and drive digital transformation in asset management.
- Company: Join Northern Trust, a global leader in innovative wealth management and asset servicing.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Collaborative environment with a focus on innovation and operational efficiency.
- Why this job: Make a real impact by providing insights that shape investment strategies for top clients.
- Qualifications: Strong expertise in investment performance measurement and analytical skills required.
The predicted salary is between 59400 - 72600 £ 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.
Role / Department
Northern Trust Asset Management (NTAM) is a trillion-dollar investment management firm entrusted by investors around the world to help them navigate changing market environments and confidently achieve their long-term investment objectives.
We are seeking an experienced Senior Consultant, Investment Performance Attribution Analysis to join our Asset Management business.
The successful candidate will be responsible for delivering accurate, high-quality investment performance attribution analysis across a diverse range of portfolios, asset classes and investment vehicles.
This role requires strong technical expertise, analytical capabilities and a thorough understanding of investment performance measurement and attribution methodologies.
Working closely with Portfolio Management, Product Management, Sales and Marketing, Investment Operations and the wider Performance and Analytics team, the individual will provide meaningful performance insights to support both internal stakeholders and external clients.
The role will also play a key part in driving digital transformation, automation and process improvements to enhance operational efficiency, strengthen reporting capabilities and support the continued evolution and scalability of the performance analytics function.
Key Responsibilities
- Act as a subject matter expert in investment performance measurement and attribution analysis, promoting best practices and delivering high-quality analytics across portfolios, asset classes and benchmarks.
- Produce, analyse and interpret investment performance attribution results, ensuring accuracy, consistency and timely delivery to internal stakeholders and external clients.
- Partner with cross-functional teams to develop, communicate and execute the strategic roadmap for performance analytics, collaborating with internal colleagues and external vendors to optimise outcomes.
- Identify and champion opportunities for digitisation and automation to enhance the efficiency, accuracy and scalability of standard and customised performance reporting.
- Provide governance and oversight of the data, methodologies and processes underpinning performance calculations, ensuring adherence to established quality and timeliness standards.
- Collaborate with multidisciplinary teams to assess existing operating models, identify opportunities for improvement and develop future-state processes and capabilities aligned with evolving business requirements.
- Contribute to the development and implementation of consistent calculation methodologies, reporting standards and data governance frameworks across global teams.
- Maintain awareness of relevant regulatory developments, industry standards and emerging best practices that may influence performance measurement, attribution analysis and client reporting.
- Proactively identify and implement process enhancements to improve operational effectiveness, productivity and service delivery.
- Lead and contribute to strategic initiatives, special projects and the implementation of technology-driven solutions to support business objectives.
Skills and Knowledge
- Strong understanding of the investment management industry, with particular expertise in equity and/or fixed income investment strategies.
- Demonstrated knowledge of investment performance measurement, attribution methodologies, portfolio analytics and benchmark analysis.
- Experience working with UK Non-UCITS Retail Schemes (NURS), UCITS and other pooled investment vehicles.
- Familiarity with investment management technology platforms and analytical systems, with experience using Black Rock Aladdin analytics considered advantageous.
- Strong analytical, problem-solving and organisational skills, with exceptional attention to detail and data accuracy.
- Proven ability to interpret complex investment data and communicate meaningful insights to both technical and non-technical stakeholders.
- Strong consultative and stakeholder management skills, including the ability to influence decisions, facilitate discussions and build consensus across teams.
- Experience identifying and implementing digital transformation, automation and process improvement initiatives to enhance operational efficiency and scalabili
Senior Consultant, Investment Performance Attribution Analysis - Asset Management employer: The Northern Trust Company
Northern Trust is an exceptional employer, offering a flexible and collaborative work culture that prioritises employee well-being and community engagement. With over 135 years of financial expertise, employees benefit from continuous professional development opportunities and a commitment to philanthropy, making it a rewarding place to grow your career while contributing to meaningful causes.
Contact Details:
The Northern Trust Company Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Consultant, Investment Performance Attribution Analysis - Asset Management
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We think you need these skills to ace Senior Consultant, Investment Performance Attribution Analysis - Asset Management
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