The posting
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role / Department
Northern Trust Asset Management (NTAM) is a trillion-dollar investment management firm entrusted by investors around the world to help them navigate changing market environments and confidently achieve their long-term investment objectives.
We are seeking an experienced Senior Consultant, Investment Performance Attribution Analysis to join our Asset Management business.
The successful candidate will be responsible for delivering accurate, high-quality investment performance attribution analysis across a diverse range of portfolios, asset classes and investment vehicles. This role requires strong technical expertise, analytical capabilities and a thorough understanding of investment performance measurement and attribution methodologies.
Working closely with Portfolio Management, Product Management, Sales and Marketing, Investment Operations and the wider Performance and Analytics team, the individual will provide meaningful performance insights to support both internal stakeholders and external clients.
The role will also play a key part in driving digital transformation, automation and process improvements to enhance operational efficiency, strengthen reporting capabilities and support the continued evolution and scalability of the performance analytics function.
Key Responsibilities
- Act as a subject matter expert in investment performance measurement and attribution analysis, promoting best practices and delivering high-quality analytics across portfolios, asset classes and benchmarks.
- Produce, analyse and interpret investment performance attribution results, ensuring accuracy, consistency and timely delivery to internal stakeholders and external clients.
- Partner with cross-functional teams to develop, communicate and execute the strategic roadmap for performance analytics, collaborating with internal colleagues and external vendors to optimise outcomes.
- Identify and champion opportunities for digitisation and automation to enhance the efficiency, accuracy and scalability of standard and customised performance reporting.
- Provide governance and oversight of the data, methodologies and processes underpinning performance calculations, ensuring adherence to established quality and timeliness standards.
- Collaborate with multidisciplinary teams to assess existing operating models, identify opportunities for improvement and develop future-state processes and capabilities aligned with evolving business requirements.
- Contribute to the development and implementation of consistent calculation methodologies, reporting standards and data governance frameworks across global teams.
- Maintain awareness of relevant regulatory developments, industry standards and emerging best practices that may influence performance measurement, attribution analysis and client reporting.
- Proactively identify and implement process enhancements to improve operational effectiveness, productivity and service delivery.
- Lead and contribute to strategic initiatives, special projects and the implementation of technology-driven solutions to support business objectives.
Skills and Knowledge
- Strong understanding of the investment management industry, with particular expertise in equity and/or fixed income investment strategies.
- Demonstrated knowledge of investment performance measurement, attribution methodologies, portfolio analytics and benchmark analysis.
- Experience working with UK Non-UCITS Retail Schemes (NURS), UCITS and other pooled investment vehicles.
- Familiarity with investment management technology platforms and analytical systems, with experience using BlackRock Aladdin analytics considered advantageous.
- Strong analytical, problem-solving and organisational skills, with exceptional attention to detail and data accuracy.
- Proven ability to interpret complex investment data and communicate meaningful insights to both technical and non-technical stakeholders.
- Strong consultative and stakeholder management skills, including the ability to influence decisions, facilitate discussions and build consensus across teams.
- Experience identifying and implementing digital transformation, automation and process improvement initiatives to enhance operational efficiency and scalability.
- Ability to manage competing priorities, work independently and consistently deliver high-quality results within established deadlines.
- Strong communication, interpersonal and decision-making skills, with a collaborative and client-focused approach.
- Ability to work effectively within a global organisation, demonstrating cultural awareness and adaptability.
Experience and Qualifications
- Bachelor's degree in Finance, Economics, Business or a related discipline.
- CFA and/or CIPM designation strongly preferred.
- Ideally 7+ years of experience within the investment management industry, including substantial experience in investment performance measurement, attribution analysis and reporting.
- Demonstrated experience within the performance and analytics function of a mid-to-large investment management firm.
- Strong working knowledge of investment analytics platforms, performance reporting tools and relevant databases.
- Proven experience collaborating with investment professionals and cross-functional stakeholders to deliver accurate performance analytics and drive continuous improvement.
Work Authorization
Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment.
Please note that Northern Trust is unable to provide visa sponsorship for this role. This includes Skilled Worker visas, Global Business Mobility routes, Graduate visas, Youth Mobility Scheme, High Potential Individual visas, Scale-up Worker visas, Temporary Worker visas, and other employer-sponsored visa categories.
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 committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
