Title Analyst, Investment Performance Job Function Inv Perf / Support Requisition Number EXPL20120 Metropolitan Area IL-Chicago Loop Manager Position Non-manager Full-time/Part-time Full-time Exempt/Non-Exempt Non-Exempt Regular/Temporary Regular Job Description Assists in the preparation of client reports
and presentations. Works with operations
partners to ensure the accuracy and timeliness
of all information provided to clients. Prepares
personal computer (PC) based client reports
with investment return analysis. Sets up accounts,
monitors and assures quality of data for clients
and partners. Interprets written material in order
to understand market trends. Interfaces with
clients and partners to determine service
requirements. Knowledge/Skills Analytical skills and an understanding of finance
and investment vehicles generally acquired through
an undergraduate degree program are required in
order to resolve inquiries of rate of return calculations
and determine accuracy of reported data. PC skills
are required to generate and improve client reports. Major Duties 1. Assists in the preparation on client reports
2. Obtains client data from partners in operations
to ensure the accuracy and timeliness of all data
provided to clients.
3. Completes rate of return and discrepancy
4. Prepares PC based client reports.
5. Interprets business periodicals in order to
recognize and understand the market environment.
6. Develops or completes projects in designated
areas of expertise.
7. Interfaces with consultants, partners, and clients
to determine servicing requirements and problem
8. Sets up accounts, monitors and assures quality
of data for clients and partners. Experience Minimum of 2 to 3 years of related Trust or
Investment industry experience. CFA or CIPM is preferred.
Northern Trust Corp. - 20 months ago
Northern Trust (Nasdaq: NTRS) is a global leader in delivering innovative investment management, asset and fund administration, fiduciary...