Mgr, Inv Performance
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.
The successful candidate will be responsible for leading an analytical services team supporting investment performance, risk, mandate compliance, and private assets. Provides senior oversight of client service delivery, production processes, stakeholder engagement, and team performance. Partners with divisional, client servicing, consulting, and operations leaders to align service levels with business priorities, client expectations, and strategic objectives.
Major Duties
- Lead an analytical services team responsible for investment performance, risk, mandate compliance, and private assets, ensuring timely, accurate, and high-quality delivery of services.
- Provide senior oversight of core processes, production activity, service delivery standards, and issue escalation across the team’s responsibilities.
- Develop team goals, organise work, set short-term priorities, monitor progress, and ensure completion of deliverables in line with business objectives and client expectations.
- Partner with divisional leadership to support business planning, budget input, resource planning, and execution of strategic priorities.
- Work with client servicing, consulting, and operations managers to understand client requirements, define appropriate service levels, and identify opportunities for continuous improvement.
- Act as the senior representative for the analytics team in client reviews, new business pitches, internal forums, and management meetings.
- Provide leadership, coaching, and on-the-job guidance to team members, including performance management, career development, training, staffing input, and support for disciplinary processes where required.
- Promote a collaborative, accountable, and client-focused team culture that supports employee engagement, teamwork, and effective communication.
Knowledge and Skills
- Requires strong knowledge of investment products, asset classes, performance and risk analytics, mandate compliance, private assets, and the laws, regulations, and market conditions that affect investment services.
- Demonstrated analytical, problem-solving, communication, and stakeholder management skills are required, including the ability to explain complex investment scenarios and present effectively to senior internal and external stakeholders.
Experience
- 7+ years of experience in the finance or investment sector, including people management experience and a proven track record in analytical service delivery, client engagement, senior stakeholder presentation, and team leadership.
- CFA/CIPM/FRM and CAIA designations will be viewed favorably.
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 MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.