- Supporting and enabling the growth of Multi-Manager External Manager Solutions throughout Wealth Management. Provides assistance to senior staff in providing clients, prospects, portfolio managers/advisors with investment solutions and ongoing updates around the investment philosophy, process, and performance of specific investment programs supported by the Multi-Manager investment group: SMA Model Platform, limited partnerships, '40 Act mutual funds and other active capabilities available to Wealth Management. Primary focus will be support of the SMA Model Platform.
- Preparing materials for internal and external presentations. Provides updated information and analysis to partners in response to questions. Works with the Multi-Manager Product and Research teams to design proactive communications. Creates new material and/or redesigns current material, i.e.; monthly, quarterly performance updates, factsheets, new product rollouts, internal and external client presentations.
- Collaborating with Multi-Manager Product and Research teams and at times external managers on business initiatives, training events and presentations to be given to WM PMs. Support will include items such as selecting strategies to highlight, reviewing agenda and topics, coordinating schedules, materials, publicity and other tasks.
- Acts as junior product expert consulting with internal partners/external managers regarding investment product capabilities, primarily providing updated information and analysis to WM partners in response to questions. Help with attribution analysis, historical performance analysis, peer ranking to communicate the strategy's performance. Describe attributes and how strategy works individually and in a portfolio construction context with other managers.
- May also provide assistance to senior staff relating to product analysis and communications material for investment solutions delivered to institutional investors, pensions, endowments and foundations and family offices.
- 2-5 years in an investment product specialist, marketing or analyst capacity preferred.
- Excellent communication skills
- Strong attention to detail
- Ability to multi-task and work in a fast pace environment
- Desire to gain in-depth investment product knowledge
- Analytical
- Excel and PowerPoint expertise
- Previous experience with FactSet preferred but not required
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Associate Product Specialist, Investments - Stamford, United States - Northern Trust Corporation
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
The associate product specialist will be responsible for supporting Northern Trust Multi-Manager's suite of investment offerings, which are sub-advised by external investment managers. As a partner in the Multi-Manager product management group you will assist senior staff in providing clients, prospects and Wealth Management portfolio advisors (WM PAs) with investment solutions and ongoing updates about the investment philosophy, process, and performance of specific investment programs.
Responsibilities Include:
Qualifications
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 .
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.
Associate Product Specialist, Investments professionals in Stamford
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Andrew Snopkowski
Sr Manager - Pricing Analytics, Benjamin Moore