Associate Specialist, Business Strategy - Strategic Portfolio Management
$83.1k - $141.3kNorthern Trust Corp
- # Associate Specialist, Business Strategy - Strategic Portfolio ManagementApplyremote type: Hybridlocations: Chicago, ILtime type: Full timeposted on: Posted Todayjob requisition id: R156348**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. **Job Description:**The Strategic Portfolio Management team, under the Portfolio Strategy & Program Execution team, supports Northern Trust’s Wealth Management (WM) business unit through the administration, management, and governance of its financial and human resource investments and portfolio of work.As such, the team oversees processes designed to ensure strategic alignment across projects, investment decisions supported by robust business cases, insight and transparency into the portfolio of work, management of dependencies, achievement of outcomes, and accountability at all levels.The Associate Specialist will support the Strategic Portfolio Manager in various areas such as financial and human resource demand, business case development, and performance management. In this role, you will need to be a leader who is analytical, action-oriented, a great communicator, and comfortable driving change through influence.You will interact with Wealth Management senior leaders, Product, and Technology partners to foster an innovative and integrated environment, resulting in an optimized portfolio with clear priorities and expected outcomes. **Major Duties:****Process Development and Management*** Create, improve, and/or manage multiple strategic processes including business case development, performance goal setting and management, and ROI/value realization framework**Business Administration*** Coordinate and facilitate governance forums where initiative business cases are presented for investment consideration. Facilitate completion of business cases by requesting teams.* Meet with WM leadership to gather, understand and maintain a future-focused initiative list.* Coordinate and prepare quarterly WM capital presentation materials.* Work with initiative owners to define overarching goals using the objectives & key results (OKRs) framework. Actively maintain OKRs and create summary reporting, as needed.* Collaborate with the other Strategic Portfolio Management team members to maintain portfolio roadmap, track dependencies and key risks, maintain up-to-date financial data, and escalate potential issues.* Create ad-hoc financial analysis, reports and presentations, including summary views, for various senior stakeholders.* Demonstrate a proactive and persistent approach to work, driving open items to completion consistently and independently.**Necessary Knowledge / Skills:****Required*** Excellent Excel and PowerPoint skills* Excellent oral and written communication* Strong ability to create effective presentations with data* Strong administrative and organizational skills* Highly flexible and adaptable to change* Proactive and self-motivated* Ability to work both independently as well as collaboratively* Strong critical/strategic thinking, problem solving, and analytical skills**Recommended** * Aware of Agile project management and development methodologies, including MVP definition and product roadmap planning techniques* Financial Services knowledge**Experience Required:*** 3 to 5 years of experience in consulting, finance, corporate strategy, business enablement or related field.Salary Range:$83,100 - 141,300 USD*Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.* **Work Authorization** Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa). **Working with Us** As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities. **Reasonable Accommodation** Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at View email address on click.appcast.io, or alternatively you can discuss your individual requirements with the recruiter you are working with.
- J-18808-Ljbffr Northern Trust Corp
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Associate Specialist, Business Strategy - Strategic Portfolio Management in Chicago, IL vacancy
- ## Associate Specialist, Fund Administration, Omnium ServicesApplylocations: Chicago, ILtime type... ...a global leader in innovative wealth management, asset servicing, asset management and... ...they reflect the three cornerstones of business conduct which we strive to instill in...SuggestedWork experience placementH1bWorldwideFlexible hours
$105k - $145k
...for a role underwriting and managing investments for Monroe’s private... ...as well as managing existing portfolio investments. Key... ..., private equity, etc.) role Strategy consulting (e.g., conducting... ...and user-friendly partner to business owners, management, and both...SuggestedWork at officeMonroe Capital Corporation
Chicago, IL3 days ago$135k - $195k
...global leader in management consulting that combines... ...expertise in strategy, operations, risk... ...investors and portfolio companies throughout... ...Consultant or Associate, you will work alongside... ...to solve complex business problems and... ...quantitative, strategic, operational, and...SuggestedMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...Sachs Asset & Wealth Management, you will be driving... ...their needs as well as strategically position Goldman... ...capital in our investment strategies. Partner with... ...client sites) Provide portfolio construction and practice... ...and grow their business Execute consistent...Suggested
$90k - $110k
...Strategic Partnerships Associate Nimble, a Swoop company, is a healthtech company... ...access, understanding and management of healthcare. We are starting... ..., most loved pharmacy business in the world. We are a fast... ...in investment banking or strategy consulting ~ Bachelor's...SuggestedShift workNimbleRx
Chicago, IL5 days ago- ...Position Summary Renovo’s Portfolio Management Associate is responsible for portfolio monitoring and managing... ..., and negotiate/implement workout strategies, and ensure timely resolution of... ...mortgage servicing (residential or business purpose), collections, finance, banking...Full time
Renovo Financial LLC
Chicago, IL5 days ago $65k - $75k
...re partnering with a rapidly growing investment management firm to help them hire a Portfolio Management Associate for their Chicago office. This is a great opportunity... ...and national reach Real exposure to investment strategy, client management, and operations Competitive...Work at officeWork from homeHirewell
Chicago, IL5 days ago$85k - $115k
...drive growth, enhance business performance and... ..., we’re developing strategies and implementing solutions... ...and facilities management professionals work... ...skilled Senior Associate, Sourcing Specialist to support enterprise... ...trends. What You’ll Do Strategic Sourcing & Pipeline...Local areaRemote workShift workHuron
Chicago, IL3 days ago$119.4k - $136.2k
Principal Associate, Underwriting, Portfolio, and Loan Management Global Enterprise Affairs works with many external and... ...(CI&I), Community Finance, CRA Strategy and Program Management, the Government... ...a scalable and well-managed business. The team endeavors to create an...Permanent employmentFull timePart timeLocal area$135.2k - $236.6k
...deliver on a high visibility strategic product initiative. This... ...operates at the intersection of strategy, product discovery, and... ...product initiatives, develop business cases, validate product-market... ...with the VP of Clinical Spend Management to shape and deliver...Shift work- Invenergy LLC in Chicago is seeking an Associate on the Strategy team to support key strategic initiatives across the company. The successful candidate will conduct market analyses, evaluate growth opportunities, and develop actionable recommendations for senior leadership...
$77k - $202k
...Applicable Specialism SAP Management Level Senior Associate Job Description & Summary... ...Opportunity: As a SAP Business Process & IT Controls Senior... ...clients to achieve their strategic objectives while... ...operational risk management strategies Developing policies and guidelines...H1b- ...Enterprise Retail team manages the strategic vision, acquisition,... ...the New Verticals Business Development organization... ...s broader e‑commerce strategy, helping them find... ...Partnerships Senior Associate will help steer the company... ...for your Mx portfolio Work with internal product...Hourly payWork at officeRemote workFlexible hours
- ...is currently seeking aSr. Associate, Strategic Change Management for our Consulting... ...drive experience-centric strategies to change; Prepare materials... ...correction Build long-term business relationships with key... ...Experience managing a portfolio of activities within a project...Full timeWork experience placementH1bLocal area
KPMG
Chicago, IL3 days ago $89.3k - $152.4k
...estate sectors - data centers. As a Portfolio Management Associate on our data center team, you’ll play... ...performance goals and aligns with broader strategy. Asset Strategy & Performance: Help develop and execute annual asset business plans and budgets to meet or exceed...Work at officeFlexible hours- Morgan Stanley is seeking a Wealth Management Associate in Chicago to serve as a primary client... ...servicing, financial planning and investment portfolios. Under the guidance of the Financial... ...will support advisors in developing strategies, preparing reports, and presenting to...
- ...Associate II Placement Specialist Marsh is seeking candidates for our open Associate II Placement... ...who delivers expert broking & strategy solutions to help manage risk with confidence. In... ...understanding of the clients' business strategic priorities, risk strategies...Contract workImmediate start
- PwC is seeking a Senior Associate in Chicago to provide strategic consulting services. You will analyze client business needs, offer insights, and collaborate with teams to develop effective strategies for growth and operational efficiency. The ideal candidate has a Bachelor...
- ...Job Title Business Development Representative II... ...Description You are a strategic thinker, passionate... ...in relationship management within Payments. You... ...the Business Banking portfolio in an assigned market... ...needs of clients with associated risks and interests of...Work experience placementRemote work
$195k - $315k
GEICO is looking for a Head of Associate Relations to lead and shape their enterprise Associate Relations function. This hybrid role requires a strategic leader to define the Associate Relations strategy, improve processes, and foster a values-driven associate experience...$105k - $145k
# Senior Associate - Underwriting & Portfolio Management, HealthcareMonroe Capital LLCSenior AssociatePrivate CreditFull-timeLocationChicago, United StatesCompensation$105,000-$145,000Date PostedMay 15, 2026Stay ahead of the marketGet instant notifications when new job...InforCapital, partnership
Chicago, IL3 days ago$90k - $130k
...specializing in turnaround management, performance... ...tackle complex business issues and... ...results at their portfolio companies. Our professionals... ...Results CDD/Strategy Merger... ...performing professionals. Associate: CFO Services Professional... ...and making strategic recommendations....Work experience placementInterim roleImmediate startFlexible hoursAlvarez & Marsal Deutschland GmbH
Chicago, IL3 days ago$80k - $95k
...diversity brings to our business, employees, clients,... ...join Circana’s Corporate Strategy team and help to... ...support coordination of the strategic planning process,... ...market analyses to support portfolio strategy &... ...skills and the ability to manage multiple projects simultaneously...Work experience placementLocal areaFlexible hoursShift workCircana
Chicago, IL2 days ago- ...Associate Account Executive Duration: 6 Months Contract... ...by generating new business, retaining existing clients... ...products in the portfolio of properties including... ...guidance of the local management team. As a rising sales... ...Skillsets: Proven strategic thinker with the ability...Contract workWork at officeLocal areaRemote work
$110k - $140k
...clients and providing strategic advice and, in... ...of the Asset Management & Underwriting position... ...execution, portfolio management, borrower... ...situations. The Associate will work closely... ...construction progress, and business plan execution.... ...and enforcement strategy evaluations when...Work at officeLocal area$140k - $165k
...step in your asset management career? An... ...across a national portfolio of retail and mixed... ...preparation of annual business plans, budgets,... ...to inform strategic decisions. Preparing... ...guide portfolio strategies. Mentoring and training... ...Seniority Level Associate Employment Type...Full time$100k - $170k
...operating results at their portfolio companies. The... ...include CDD/Strategy, Interim Management, Merger Integration... ...Responsibilities Senior Associate‑level responsibilities... ...identifying key client business issues, assisting... ...improvement in key areas: Strategic planning...Full timePart timeInterim roleWork at officeFlexible hours$103k - $120k
...energy through a diverse portfolio that includes... ...application based on business need, which may be before... ...Overview As an Associate on the Strategy team, you will support high-priority strategic initiatives across the... ...development, management consulting, investment...Visa sponsorship$100k - $170k
Senior Associate, Merger Integration & Carve‑Outs... ...operating results at their portfolio companies. The... ...services include: CDD/Strategy Interim Management Merger Integration... ...MI&C is a growing business with high growth expectations... ...in key areas: Strategic planning...Full timePart timeInterim roleWork at officeFlexible hours- ...build models for pricing, underwriting, forecasting, and portfolio decisions in a fast-moving, data-rich environment. You... ...teams, and help shape underwriting and investment strategies while contributing to strategic initiatives across the company. #J-18808-Ljbffr Corgi
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Specialist, Business Strategy - Strategic Portfolio Management. Be the first to apply!
Related searches
- social impact associate Chicago, IL
- records management associate Chicago, IL
- distribution center associate Chicago, IL
- associate financial representative Chicago, IL
- junior associate engineer Chicago, IL
- associate solutions consultant Chicago, IL
- associates degree in criminal justice Chicago, IL
- associate professor environmental science Chicago, IL
- junior associate attorney Chicago, IL
- selling associate Chicago, IL