Consultant, Client Services Investment Operations

Client Administration & Reporting Consultant – Investment Operations Outsourcing (IOO)

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

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 that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

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 ethical companies. Build your career with us!

• Want to learn more about our company? Visit our website
• We are a leading global financial institution- Click here to check out our company accolades!

Role:

We are currently recruiting a Client Administration and Reporting Consultant within our Investment Outsourcing Department providing Investment Operations functions for a number of Investment Managers.

This individual would provide oversight to the work completed by our teams in Bangalore and Pune.

The role involves working closely with our Investment Manager clients and the offshore teams on a day to day basis ensuring that all tasks are completed in an accurate and timely manner, prioritising where appropriate and escalating issues as necessary.

The key responsibilities of the role include:

• First point of contact for clients on all reporting related activities.
• Attend client meetings as required.
• Working with the offshore teams to ensure all client reporting and accounting is completed accurately and within specified timeframes, providing advice and support as required and continually working to improve the process.
• Reviewing any new reporting requirements in conjunction with Client Distribution Support Team.
• Producing accurate KPI stats for clients.
• Reviewing processes and trends to identify areas for improvement
• Arrange and chair internal and external meetings with key stakeholders ensuring detailed minutes are recorded and distributed.
• Working with the Manager and the Client Distribution Support Team to identify training requirements and encourage staff development.
• Monitoring the delivery of all client reporting (valuations, ad hoc reports, investment reports).
• Performing analysis on the service delivery, identifying trends and opportunities for improvement.
• Overseeing the monitoring of client data provided by the client.
• Responding promptly and appropriately to general queries received from clients, consultants, auditors and other third parties in relation to reporting.
• Assisting with ongoing projects as required.
• Working with other team members to provide cover and assistance during busy periods.

Skills / Qualifications:

• The ability to communicate effectively both at team and management level
• Understanding of client reporting from an investment manager outsourcing perspective
• Basic understanding of investment performance
• The ability to work within a team environment
• The ability to adapt to multiple demands and priorities in a pressurised environment, including working towards and meeting client KPIs.
• Experience of working with onshore/offshore teams
• Willingness to take ownership of issues through to resolution
• Strong interpersonal skills; should be able to build a strong relationship with clients and internal stake holders

Working with Us:

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 ethical companies. In return, we will support you with your personal and career goals in a number of ways:

• Financial – Life Assurance, Disability Plan, Pension/ Gratuity, Annual Pay Review
• Work Life Balance – Flexible Work Options, Incremental Annual Leave, Community Volunteer Days
• Health & Wellbeing – Private Medical Insurance, Active Sports & Social clubs (lunchtime and after-work groups), Employee Assistance Program
• Professional Development – Clear Career Path, Education Assistance, Recognition Programme, NT University (wide range of online, virtual & in-house training options) and employee-led Business Resource Councils dedicated to diversity and inclusion initiatives.

And finally

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.

For further information, and to apply, please visit our website via the “Apply” button below.