Associate Client Investment Officer - Outsourced CIO Group - #604298

Northern Trust Corp.

Date: 11/25/2021 22:30 PM

City: Burnham, Illinois

Contract type: Full Time

Work schedule: Full Day


As a member of the Outsourced Chief Investment Officer(“OCIO”) team, the Associate Client Investment Officer is responsible for assisting senior staff in the management of client investment programs. Provides client servicing support as necessary. Reviews client portfolios daily and identifies issues based upon understanding of client investment programs. Participates in client meetings when appropriate. The position is geared toward early career investment professionals with interest in acquiring the knowledge and skills to develop into Client Investment Officers.

  • Provides investment management support by maintaining awareness of portfolio asset allocation and construction and prepares review material for client meetings
  • Reviews client portfolios daily and identifies issues based upon understanding of client investment programs
  • Executes transactions to rebalance client investment programs and works with bank partners to post client buy/sell transactions
  • Partners with portfolio management team and manager research on all additions, replacements and removal of managers/investments from client programs
  • Coordinates with performance team to analyze and prepare client portfolio information
  • Verifies data accuracy and completes all client deliverables in a timely manner while accommodating any unique client requirements or requests
  • Ensures client and process procedures are maintained and updated on a regular basis
  • Operates independently with in-depth knowledge of business unit / function
  • Carries out complex activities with significant financial, client, and business impact
  • Participates in client meetings, when appropriate
  • Maintains awareness of Northern Trust’s economic and market expectations

  • A college or university degree is required.
  • Excellent analytical, verbal, and written communication skills are required.
  • In-depth knowledge of client servicing, investment, and/or portfolio management is required.
  • Analytical and problem solving skills are required.
  • Technical skills/systems knowledge (e.g., Microsoft Office) is required.
  • CFA candidate preferred


Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.


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 that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:
  • Gender Equality Index Member, Bloomberg
  • Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.

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