Senior Investment Performance Analyst

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

Investment Risk and Analytical Services (IRAS) provides Investment Performance and Risk Measurement reporting and analysis, Compliance Guideline Monitoring, and Private Markets reporting and analysis across the Superannuation Funds, Foundations and Endowments, Wealth Management, Global Family Office and Sovereign Wealth Funds client segments. IRAS utilizes a suite of proprietary reporting applications to deliver a broad range of investment analysis from rates of return and asset allocation reporting to benchmark comparisons and attribution analysis.  This analysis supports the evaluation, measurement and decision-making process of key constituents.  IRAS works in tandem with multiple operational and client service focused groups across Northern Trust.

The Senior Investment Performance Analyst uses specific knowledge of the investment analytics and client-servicing disciplines to achieve goals through own work. You will use expertise to provide guidance to others as a project manager or consultant

This role will report into Head of Total Portfolio Solutions -APAC

What you will do                            

• Consulting with the client base to solve problems in straightforward situations along with oversight of client periodic reporting

• Analyzes possible solutions using technical experience and judgment and precedents

• Identifies and implements process improvements

• Impacts quality of own work and the work of others on the team

• Works within guidelines and policies

• Independently manages the allocated client relationships who subscribe to performance services

• Remainder of client allocation is in supporting 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)

• Works with internal operations and client servicing partners to problem solve client issues and requests 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, assistance with prioritization of work, and mentorship to less tenured team members

• Lead client projects and provide solutions to client requests

• Assist management with strategic projects and initiatives

Your Knowledge/Skills

• 6-10 years of relevant experience in investment analysis or trust-investment related background, investments operations, client-servicing, or transferable experience from a related field, typically gained through experience as an IRAS Associate

• Ability to explain complex information to others in straightforward situations, including client interactions

• 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

• Strong organizational, written, and verbal client servicing skills

• Excellent time management and multi-tasking skills

• Bachelor’s degree, preferably in business, finance, technology or related field

Highly Desirable

• Interest in, or progress towards CFA, CIPM, CAIA or other investments-related professional designation

• Exposure to Northern Trust or third party financial software

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 [email protected].

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.

About Our Manila Office

The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 — driving meaningful impact and sustainable growth. Learn more.