Northern Trust

Multi Asset Portfolio Specialist

Chicago, IL

No sponsorship$137k-$234kDetected 6 hours ago

Business DevelopmentResearchLeadershipCommunicationPublic SpeakingMicrosoft OfficeCFA

About the role

We are seeking a talented and highly motivated Multi-Asset Portfolio Specialist to join our Multi-Asset Investments team.
The successful candidate will possess strong investment knowledge across public and private markets, exceptional communication skills, and a passion for helping clients solve complex portfolio challenges.

Develop deep expertise across the firm's multi-asset investment capabilities, including strategic asset allocation, tactical asset allocation, portfolio construction, ETF model portfolios, and risk management.
Partner with portfolio managers and research teams to understand and communicate investment decisions, portfolio positioning, and performance outcomes.
Support requests for proposals (RFPs), due diligence questionnaires (DDQs), and client inquiries.
Develop client-facing investment commentary, market insights, white papers, presentation materials, and portfolio updates.
Support product launches and enhancements by developing investment narratives and client communication materials.
Support development of portfolio analytics and reporting materials for internal and external audiences.

Bachelor's degree in Finance, Economics, Business, Mathematics, or related field.
5+ years of experience in asset management, multi-asset investing, portfolio management, research, or portfolio specialist/client portfolio management roles.
Strong understanding of capital markets, asset allocation, portfolio construction, and investment management.
Excellent written and verbal communication skills with ability to present to sophisticated investors.
Strong analytical capabilities and ability to interpret portfolio and market data.
Knowledge of alternative investments, including private equity, private credit, and real assets.
Experience supporting model portfolios, multi-asset, target date, OCIO, or outsourced investment solutions.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Required
Demonstrated ability to collaborate across investment, product, and distribution teams.
Preferred
CFA designation or progress toward CFA Charter.
Experience working with institutional investors, pension plans, endowments, foundations, family offices, or wealth management platforms.

Translate complex investment concepts into compelling and accessible client narratives.
Participate in investment committee discussions, portfolio reviews, and market outlook conversations.
Present portfolio positioning, market outlooks, performance attribution, and investment process to institutional and wealth clients.
Work closely with relationship managers and sales teams to identify opportunities and strengthen client relationships.
Contribute to investment thought leadership across asset allocation, macroeconomics, portfolio construction, and market developments.
Help shape messaging around evolving investment themes and strategic initiatives.
Provide feedback on product development and competitive positioning based on client interactions and market trends.
Monitor industry developments, asset allocation trends, and competitor offerings.

Northern Trust also provides a discretionary bonus program that may include an equity component.
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.
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.

Reasonable Accommodation
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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