Jobs via eFinancialCareers
Investment Specialist - Fixed Income
Jobs via eFinancialCareers, Chicago, Illinois, United States, 60290
Overview
Investment Specialist role within Northern Trust Asset Management (NTAM) Wealth Client Group's (WCG) Portfolio Solutions Group (PSG). The Investment Specialist serves as a technical subject matter expert (SME) within specific segments of the capital markets for NTWM portfolio advisors and third-party financial intermediaries, supporting new business origination and client relationship management, and working with PSG Program Managers to develop and execute effective sales and content strategies.
Responsibilities
Serve as a fixed income subject matter expert.
Distill complex market- and investment-related information into clear communications and talking points.
Collaborate with Senior Investment Specialists, portfolio advisors, and relationship managers to develop bespoke portfolio solutions using NTAM and non-NTAM offerings to meet client needs.
Conduct in-depth portfolio analyses (e.g., efficient frontier, diversification, product comparisons) and make portfolio recommendations.
Travel to advisor offices, client events, and conferences to promote NTAM investment solutions.
Work with PSG Program Managers to execute on sales and content strategies within PSG’s pillars: market insights, product support and training, investment webinars, and sales campaigns.
Partner with Investments, Marketing, Product Management, and broader WCG teams to execute the business plan.
Stay informed on latest market events, industry trends, and the competitive landscape.
Qualifications
5+ years of investment-related experience with fixed income SME expertise.
Strong knowledge of investment solutions and services, ideally from roles such as portfolio manager, client portfolio manager, research analyst, trader, or strategist.
Strong investment acumen and analytical skills applicable to capital markets.
Proven team player with effective collaboration skills.
Excellent written and oral communication skills.
Prior experience servicing investment advisors and/or financial intermediaries.
Requisite FINRA securities licenses preferred; licenses required within 180 days after starting.
Bachelor’s degree; CFA, CIMA, or related designations preferred.
Salary and Benefits Salary Range: $133,500 - $226,900 USD
Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life and accidental insurance, and other voluntary well-being benefits. A discretionary bonus program may include an equity component.
Working with Us As a Northern Trust partner, you will be part of a flexible and collaborative work culture in a financially strong and stable organization. Movement within the organization is encouraged, senior leaders are accessible, and we value an inclusive workplace and flexibility for different needs.
We’d love to learn how your interests and experience could fit with one of the world’s most admired and sustainable companies. Build your career with us and apply today. #MadeForGreater
Reasonable Accommodation Northern Trust is committed to reasonable accommodations for individuals with disabilities. If you need an accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
Apply today and discuss your flexible working requirements so we can achieve greater together.
#J-18808-Ljbffr
Responsibilities
Serve as a fixed income subject matter expert.
Distill complex market- and investment-related information into clear communications and talking points.
Collaborate with Senior Investment Specialists, portfolio advisors, and relationship managers to develop bespoke portfolio solutions using NTAM and non-NTAM offerings to meet client needs.
Conduct in-depth portfolio analyses (e.g., efficient frontier, diversification, product comparisons) and make portfolio recommendations.
Travel to advisor offices, client events, and conferences to promote NTAM investment solutions.
Work with PSG Program Managers to execute on sales and content strategies within PSG’s pillars: market insights, product support and training, investment webinars, and sales campaigns.
Partner with Investments, Marketing, Product Management, and broader WCG teams to execute the business plan.
Stay informed on latest market events, industry trends, and the competitive landscape.
Qualifications
5+ years of investment-related experience with fixed income SME expertise.
Strong knowledge of investment solutions and services, ideally from roles such as portfolio manager, client portfolio manager, research analyst, trader, or strategist.
Strong investment acumen and analytical skills applicable to capital markets.
Proven team player with effective collaboration skills.
Excellent written and oral communication skills.
Prior experience servicing investment advisors and/or financial intermediaries.
Requisite FINRA securities licenses preferred; licenses required within 180 days after starting.
Bachelor’s degree; CFA, CIMA, or related designations preferred.
Salary and Benefits Salary Range: $133,500 - $226,900 USD
Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life and accidental insurance, and other voluntary well-being benefits. A discretionary bonus program may include an equity component.
Working with Us As a Northern Trust partner, you will be part of a flexible and collaborative work culture in a financially strong and stable organization. Movement within the organization is encouraged, senior leaders are accessible, and we value an inclusive workplace and flexibility for different needs.
We’d love to learn how your interests and experience could fit with one of the world’s most admired and sustainable companies. Build your career with us and apply today. #MadeForGreater
Reasonable Accommodation Northern Trust is committed to reasonable accommodations for individuals with disabilities. If you need an accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
Apply today and discuss your flexible working requirements so we can achieve greater together.
#J-18808-Ljbffr