Investment Performance Manager

2 days ago

London, Greater London, United Kingdom Northern Trust Corporation Full time

About Northern Trust Corporation:

Northern Trust Corporation, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.

We are committed to delivering exceptional client experiences and driving business growth through our expertise, integrity, and technology.

Role / Department:

The Investment Performance Manager will be a key member of our Asset Management team, responsible for calculating performance, supporting performance measurement tasks, generating attribution analysis, and managing a team of performance specialists.

This role will collaborate with our global performance and attribution team, and regional leadership to deliver high-quality and timely data to support business requirements.

The scope of responsibilities will include delivering high-quality and timely investment performance outcomes and attribution results for use by our portfolio managers, client-facing teams, and adherence with regulatory requirements.

Key Duties and Responsibilities:

  • Act as a subject matter expert on investment performance analytics and measurement, drive excellence, and lead a team of specialists across this practice.
  • Responsibilities include:
    • Serve as a key subject matter expert and drive best practices for the region regarding performance and analytics-related content, for both internal and external constituents, across portfolios, benchmarks, peer data, and GIPS composites.
    • Responsible for content, quality, timeliness of performance measurement and attribution deliverables for the region, this includes providing comprehensive, in-depth consultation and leadership to the team and cross-functional partners, to add value to business development and fostering growth in client relationships.
    • Provide guidance and support to the team's day-to-day activities, monitor workload distribution, and utilizing resources judiciously to deliver results and maintain a high level of satisfaction from our stakeholders.
    • Ensure governance and oversight of data processes used to calculate the values, thus facilitating compliance with established thresholds for accuracy and timeliness. Maintaining up-to-date procedural documentations and engage with audits and risk management for regular reviews.
    • Assess service level agreements and suggest improvements to create a robust governance and control framework to ensure the delivery of timely and accurate investment performance outcomes.
    • Collaborate with multi-disciplinary teams, including technology, to assess the current state and architect the future state operating models, processes, and capabilities to successfully support evolving business needs.
    • Stay informed of regulatory and industry requirements that may impact data elements required for presentation to clients and prospects. Examples include The European Commission, Financial Conduct Authority, UK's Competition and Markets Authority.
    • Proactively identify and implement improvements to existing processes to prevent and remediate risk.
    • Plan, organize, direct, and support performance/attribution-related program plans and projects; evaluate results and recommend policies, procedures, and actions to achieve an appropriate control environment for our Asset Management business.
    • Develop and maintain effective relationships with all internal and external service providers.
    • Promote corporate values, including integrity.

Skills / Knowledge:

  • A College/University degree or relevant professional qualification (i.e., CFA and/or CIPM designation).
  • At least 7-10 years of work experience in the investment management industry, with a demonstrated track record within the performance and analytics space at a mid-to-large investment management firm.
  • A proven track record as a people manager.
  • Proficiency with investment products, analytic tools, and systems, technology, and databases.
  • Thorough understanding of the Investment Management industry and financial services.
  • In-depth understanding of the investment management business, performance measurement methodology, performance analytics, and accounting principles.
  • Proven leadership and organizational skills, able to develop goals at functional levels and help set meaningful goals for team members. Motivate and energize staff to achieve their personal best.
  • Experience utilizing and implementing major performance measurement platforms and analytics systems.
  • Strong analytical, organizational, and problem-solving skills.
  • Experience in driving digital and automation-driven transformation to generate efficiencies and scalability.
  • Global outlook with sensitivity and awareness of social and cultural differences.
  • Strong situational awareness, communication skills, and decision-making capabilities.
  • Strong consultative skills ranging from gathering market and competitor insights, strategy development, influencing, facilitation, and consensus building.

Working with Us:

We are committed to creating a workplace where our employees feel valued, supported, and empowered to achieve their full potential. We believe in fostering a culture of inclusivity, diversity, and respect, where everyone has the opportunity to grow and succeed.

We are proud to be a leader in the financial services industry, and we are committed to making a positive impact on the communities we serve.

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