Iras Associate - Tempe, United States - Northern Trust Corp.

Northern Trust Corp.
Northern Trust Corp.
Verified Company
Tempe, United States

1 month ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
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.


Major Duties:

  • Uses existing procedures to solve standard problems; analyzes information and standard practices to make judgments
  • Has limited impact on own work team
  • Works within standardized procedures and practices to achieve objectives and meet deadlines
  • Own low touch client relationships that subscribe to more simplistic reporting and supports senior partners on clients of varying complexity, (independently evaluating and responding to client inquiries, determining service requirements, providing training, producing client reporting, and helping clients interpret financial metrics to understand the impact of their investment decisions)
  • Regularly Interface with senior staff at Northern Trust and/or client offices (CIOs, Treasurers, Directors of Investments), with oversight from more senior partner
  • Identifies process improvements and implements solutions with support of more senior team members
  • Works with internal operations and client servicing partners to problem solve client issues and requests in order to ensure accuracy and timeliness of all information provided to clients
  • Independently produces custom reporting, and executes client projects with limited oversight
  • Provide data quality oversight of work completed by more junior IRAS partners
  • Assists more junior IRAS partners with prioritization of work
  • Participate in complex client projects and provide solutions to client requests Knowledge:
  • Requires conceptual knowledge of theories, practices and procedures within a job discipline
  • Applies general knowledge of business and financial markets developed through education or past experience
  • Exchanges straightforward information, asks questions and checks for understanding
  • Uses insights into how the IRAS team integrates with other teams within Business Services, C&IS, and Wealth Management to coordinate efforts and resources to achieve shared and individual objectives, as well as to provide support in solving cross-practice problems
  • Expected to use judgement to make decisions without seeking approval Experience:
  • Accountable for own contributions
  • Bachelor's degree, preferably in business, finance, technology or related field 25 years of relevant experience in investment analysis or trustinvestment related background, investments operations, clientservicing, or transferable experience from a related field
  • Interest in, or progress towards CFA, CIPM, CAIA or other investmentsrelated professional designation is a plus
  • Excellent business judgment is required in order to quickly assess a situation and proactively develop solutions to complex client needs
  • Use of Microsoft Office tools, advanced Excel skills preferred
  • Exposure to Northern Trust or third party financial software is a plus
  • Strong organizational, written, and verbal client servicing skills.
  • Excellent time management and multitasking skills.

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.

Reasonable accommodation

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.
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