Investment Performance Consultant

  • Location: London, England, United Kingdom
  • Salary: Competitive
  • Job Type: Full time

The IIG Business Management team is responsible for business oversight reporting for IIG EMEA including outsourced functions, co-ordination and management of key initiatives and the provision of operational support to client service delivery teams.

The Role

 

The individual will be responsible for supporting Northern Trust’s clients in a performance capacity. This includes the production of performance, attribution and ex-post risk statistics; ensuring the accuracy of the data and dealing with ad-hoc requests. 


The key responsibilities of the role include:

  • Performance daily checks within the internal NT performance system and the online client reporting tool.
  • Production and validation of performance attribution returns for all portfolios across all asset classes.
  • Production of Fund, Group and Composite reports as per the monthly timetable.
  • Provision of system support and training on NT’s online performance tools and Excel API.
  • Manage client relationships on a day to day basis, including:
  • Maintaining delivery schedules
  • Issuing report status notification
  • Documenting meeting notes
  • Development of direct relationships with external clients front and middle office teams
  • Manage internal relationships with Client Administration and other operational areas.
  • Liaise with offshore attribution support teams.
  • Maintenance of timetable for agreed client attribution deliverables.
  • Ensure all reports delivered in accordance with the SLA.
  • Production of adhoc analysis and response to client queries within terms of SLA.
  • Specification and testing of system developments.
  • Maintenance of procedure documentation

The successful candidate will benefit from having:

  • Experience gained in investment management/quantitative/performance measurement house (1-2 years minimum)
  • Client relationship management experience.
  • Maths/Economics/Finance graduate or industry related examinations.
  • Good knowledge of financial markets, investment instruments and portfolio management.
  • Knowledge of Fixed Income attribution methodologies.
  • Analytical skills.
  • Highly numerate.
  • Knowledge of GIPS.
  • Good oral and written communications skills.
  • Strong PC Skills.
  • Experience of Performance measurement and attribution systems.
  • Ability to set priorities and manage deadlines.
  • Flexible approach.
  • Good team player.
  • Time management skills.

 

About Northern Trust

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

 

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

 

Northern Trust proudly cultivates a diverse workforce, to serve our diverse client base. We strongly believe that diversity of experience contributes to a broader collective perspective that will consistently lead to a better company. We encourage applications from the best regardless of ethnicity, gender, gender identity, age, nationality, disability, sexual orientation, education, socio-economic background, parental and caring status, or religion.

 

As of September 30, 2017, Northern Trust Corporation had:

  • $131 billion in banking assets
  • $7.8 trillion in assets under custody
  • $9.7 trillion in assets under custody/administration
  • $1.1 trillion in assets under management