Financial Analyst- Wealth Managment Business Unit

Chicago, Illinois, United States
24 Mar 2023
24 Apr 2023
Contract type
Full time
Experience level
Qualified accountant

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust 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.

We are searching for a Financial Analyst. This person will be a key member of the Wealth Management Finance team. Partner in this role will assist in value-add financial data analytics projects, deliver insights to inform strategic and tactical decisions made by senior management and support competitor performance reporting and benchmarking. The Analyst will collaborate closely with partners across both broader finance organization and Wealth Management business unit (including business unit leadership).

Roles and Responsibilities:

  • Act as an analytic advisor to the business unit. Develop a deep knowledge of the data available and mine it for insights that would enable and improve strategic and financial decision-making. Define and convey insightful metrics, analyze relevant factors, and develop financial models to measure and inform key strategic, operational, and tactical business decisions.
  • Interpret and summarize insights from analysis and clearly communicate findings in an easy-to-understand, cohesive story. Translate complex analysis into a clearly articulated findings and recommendations.
  • Develop an intimate understanding of the industry, BU strategy and levers of growth. Lead the provision and analysis of competitor and Wealth Management industry data. Prepare presentation materials summarizing the above analyses. Support BU Chief Financial Officer and BU President in responding to ad hoc queries around competitor performance and benchmarking.
  • Maintain and augment existing frameworks and models such as client facing loadings analysis, business scorecards, organic assets flows reporting, etc.


  • Broad financial, strategic and accounting knowledge. In depth industry knowledge is beneficial.
  • Excellent proficiency in Excel.
  • Preferred knowledge of some business intelligence systems and analytical tools (Cognos, TM1, Hyperion, Tableau, Power BI, etc.).
  • Strong quantitative and financial modeling skills. Ability to work with large data sets. Keen attention to detail.
  • Strong analytical skillset and critical thinking abilities. Ability to analyze data objectively and draw conclusions from data.
  • Excellent verbal and written communication skills.
  • Highly flexible and adaptable to change. Ability to concurrently manage multiple priorities with minimal oversight.
  • 2+years of relevant experience.
  • Bachelor’s Degree in Finance, Economics, Statistics, Business or other relevant fields.

Working with Us:

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 accommodation

Northern 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

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.

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