15 days old

Sr Portfolio Specialist, Bespoke Multi-Asset Solutions

Northern Trust
Chicago, IL 60602
  • Job Code

As a global leader in asset management, we serve the world's most-sophisticated investing clients - from sovereign wealth funds, pension plan sponsor and financial intermediaries to wealthy families and individuals and the advisors that serve them. Our asset management capabilities in index management, cash management, quantitative research, portfolio construction, sustainable investing and manager selection, provide a rich set of capabilities which we tailor to meet the needs of investing clients around the globe. Our vision is to be the world's most respected asset manager.

Multi-asset class products and expertise play a critical role in our Investment Solutions strategy and our mission to deliver investment insights to our clients. The Senior Portfolio Specialist, Bespoke Multi-Asset Solutions will have primary responsibility for the development and management of innovative multi-asset class (MAC) bespoke portfolios for the institutional and/or intermediary marketplace. This role will emphasize market and industry analyses, product design, servicing and packaging, marketing strategy and business planning. The solutions emphasize scalable, cost-efficient fulfillment vehicles such as our innovative FlexShares ETFs and other efficiently priced vehicles. The role will report to the Practice Lead of Advisory Solutions at Northern Trust Asset Management (NTAM).

Develops and supports multi-asset class solutions aligned with the overall organizational vision and identified strategic priorities.

Researches, analyzes and develops MAC portfolios to meet the needs of clients and capture market demand for NTAM Investment Solutions

Enables and cultivates a robust pipeline of prospects to enhance revenue/asset growth

Develops, recommends, and directs the execution of solutions designed to achieve the objectives and goals of institutional clients across business segments

Manages the development and implementation of product training and all content required to support distribution of solutions, e.g., FAQs, RFP responses, etc.

Produces detailed product and competitive analysis

Builds scalability into new or existing processes to accommodate asset and account growth to meet established financial goals; identifies revenue opportunities

Functions as a key liaison between stakeholders, outside consultants or vendors, and clients to ensure that all product delivery and implementation needs are addressed.

Stays abreast of current and pending laws and regulations, and rules governing the industry

Seasoned multi-disciplinary expert with business experience, industry knowledge, contacts and broad functional expertise

Provides leadership and guidance to partners, fostering an environment that encourages participation, teamwork and collaboration

Provides input and support to the budget management process

Provides regular analysis and reporting to management and key business leaders


Bachelor's degree; MBA and/or CFA preferred

At least 10-15 years of relevant work experience in the investment management industry, with direct oversight of product management, marketing and investment functions

Exceptional organizational skills and the demonstrated ability to work independently and exercise sound business judgment

Strong, demonstrated skills in oral and written communications; including experience in effectively communicating with international employees, colleagues, clients, and executives

Demonstrated teamwork and interpersonal skills exemplified by the ability to forge strong relationships with other senior partners

Client-centric focus and problem-solving mindset

Self-starter and team-oriented, with a proven ability to manage projects across cross-functional teams under demanding deadlines

Results-oriented with attention to detail; strong analytical skills

Currently holding or ability to obtain Series 7 and 63 licenses

Additional Information

Posted: 2021-09-11 Expires: 2021-10-10
Sponsored by:
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Sponsored by:
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Sr Portfolio Specialist, Bespoke Multi-Asset Solutions

Northern Trust
Chicago, IL 60602

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