Investment Reporting Associate

1 month ago


London, Greater London, United Kingdom Northern Trust Full time

Northern Trust has been a trusted partner for individuals, families, and institutions seeking expert financial guidance since 1889.

Our Total Portfolio Solutions (TPS) team delivers bespoke investment performance and risk measurement reporting solutions to corporate pension funds, public funds, foundations, endowments, wealth management, global family office, sovereign wealth funds, and investment management clients.

This opportunity is for a skilled Financial Data Analyst to join our Asset Manager performance team in London, working closely with senior partners to deliver top-notch performance data and exceptional client service.

You will possess strong analytical skills, proficiency in Excel, and a passion for delivering results-driven solutions that meet client expectations.

Responsibilities:

  • Collaborate with senior partners to deliver high-quality performance data.
  • Develop and maintain strong client relationships.
  • Produce custom reporting and execute client projects.
  • Prioritize tasks to ensure timely delivery of performance data.

Requirements:

  1. Bachelor's degree in Business, Finance, Economics, Technology or related field.
  2. Excel proficiency and analytical skills.
  3. CFA, CIPM, CAIA or similar professional designations.

Salary: This role offers an estimated annual salary of £50,000-£65,000, dependent on experience.



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