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Portfolio Analyst

$114.5k - $194.7k

Northern Trust Company

Portfolio AnalystNorthern Trust, a globally recognized, award-winning financial institution that has been in continuous operation since 1889, 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.The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi-asset investment strategies across institutional and high-net-worth client portfolios. This individual will work closely with portfolio managers, quantitative researchers, and risk teams to translate research insights into scalable, compliant, and efficient portfolio outcomes across a broad multi-asset platform.Key Responsibilities:Lead the implementation of research-driven investment ideas across institutional and high-net-worth client accounts.Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across multiple asset classes.Monitor portfolio allocations, exposures, and risk metrics; proactively identify and escalate risks or implementation issues.Assist in day-to-day portfolio management across the broader multi-asset platform, ensuring alignment with stated objectives and constraints.Conduct multi-asset research projects to identify new investment ideas, asset allocation themes, and risk management enhancements.Translate qualitative and quantitative research insights into actionable portfolio recommendations.Collaborate with quantitative researchers and investment technology teams to enhance trading, implementation, and portfolio monitoring processes.Contribute to continuous improvement of tools, workflows, and data infrastructure supporting the investment process.Work closely with Legal and Compliance to ensure adherence to all regulatory, contractual, and fiduciary requirements related to client portfolios, investment processes, and reporting.Support new product launches by providing subject-matter expertise on portfolio construction, implementation feasibility, and operational readiness.Operate independently with in-depth knowledge of the multi-asset investment platform and business unit.Serve as a subject-area expert, providing comprehensive analysis and guidance to stakeholders across investments, risk, sales, and product teams.Required Knowledge & Skills:Strong understanding of strategic and tactical asset allocation, portfolio construction, and multi-asset risk management.Excellent analytical skills with the ability to synthesize qualitative judgment and quantitative analysis into clear investment recommendations.Programming proficiency in Python and SQL.Familiarity with institutional investment and data platforms such as Aladdin, Databricks, Snowflake, Bloomberg, ArcherIMS.Strong communication skills and ability to collaborate across investment, technology, and control functions.Experience & Qualifications:Minimum 4+ years of relevant industry experience, preferably within a multi-asset, fixed income or equity portfolio analyst, implementation, or investment strategy role.Graduate degree in Financial Engineering, Finance, Economics, or a related quantitative field.Experience supporting institutional or high-net-worth client portfolios strongly preferred.Salary Range: $114,500 - 194,700 USDNorthern 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.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.Reasonable accommodationNorthern 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 View email address on click.appcast.io 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.

Vacancy posted 2 days ago
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