About Northern Trust
Northern Trust, a Fortune 500 company and a globally recognized, award‑winning financial institution, has been in continuous operation since 1889. With more than 130 years of financial experience and over 22,000 partners, we provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions through leading technology and exceptional service.
New Client Onboarding Responsibilities
Provide subject‑matter expertise around performance methodologies, data conversion and the Fund Manager platform to clients and internal teams.
Act as a point of contact, building relationships with external investment managers, internal partners across the Implementation team, Client & Data Solutions, in‑house technology & product development, and senior management during the implementation process.
Provide support within the data conversion workstream of new client onboardings, including guidance and training of junior resources.
Liaise with team members and the broader Client Implementation group on issues, best practices and planning.
Participate in regular internal meetings providing status reporting, due diligence and issue resolution.
Coordinate and perform system configuration and testing as needed.
Help identify and communicate bespoke client requests and requirements, working with internal business and IT partners to address them.
Work closely with teams across the organization to ensure operational readiness.
Assist in developing implementation methodology standards, procedures and templates.
Continuously collaborate with teams across the business to keep the onboarding process up to date and effective.
Ensure all escalations are identified and communicated to management appropriately.
Required Knowledge & Skills
Seasoned expert with extensive technical and business knowledge and functional expertise developed over 5+ years or equivalent experience.
Self‑starter proficient at working independently with limited supervision.
Ability to direct and assist peers, stakeholders, and team efforts.
Collaborative mindset thriving in a team environment.
Capacity to support and deliver multiple initiatives across multiple areas, improving service delivery, efficiency and relationships.
Proactively recommend and champion value‑added efforts to improve overall service quality and promote employee engagement.
Exceptional influencing, excellent written and oral communication skills.
Strategic thinker, effective communicator, facilitator with strong analytical and presentation skills.
Results oriented, taking initiative to add value and execute quickly and effectively.
Highly flexible and adaptable to change, with attention to detail and a sense of urgency.
Experience identifying key performance indicators, creating dashboards and developing project metrics.
Advanced knowledge of Microsoft Suite (Excel, Word, PowerPoint).
Ability to apply operational business practices and coordinate with related areas to improve efficiency.
Understanding of the institutional investment industry, markets and investment instruments.
Knowledge of investment operational processes, including transactional impacts, cash movements, and accruals.
Understanding of accounting/reporting methods, including IBOR, ABOR and True NAV for complete and accurate data capture.
Knowledge of performance measurement concepts and benchmarks.
Qualifications
Minimum 5 years of relevant or applicable experience in the financial services industry.
Project‑based working experience.
Demonstrated experience supporting teams on complex initiatives.
Solid communication skills—written and oral.
Bachelor’s degree (BA or BS).
Professional designation (CFA, CIPM or CAIA) is a bonus but not required.
A genuine desire and capability to work in a fast‑paced, professional, inclusive environment requiring teamwork, problem‑solving, re‑prioritization, deadline management, comprehensive communication, attention to detail and continuous improvement.
Working With Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture where financial strength and stability enable exploration of 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.
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 MyHRHelp@ntrs.com.
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