Northern Trust

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Strategic Portfolio Management team, under the Portfolio Strategy & Program Execution team, supports the Northern Trust Wealth Management business unit through the administration, management, and governance of its financial and human resource investments and portfolio of work. As such, the team oversees processes designed to ensure strategic alignment across projects, investment decisions supported by robust business cases, insight and transparency into the portfolio of work, management of dependencies, achievement of outcomes, and accountability at all levels.

We are looking for an Associate Specialist to join the team to support the Strategic Portfolio Manager across a variety of areas including financial and human resource demand, business case development, and performance management. In this role, you will need to be analytical, action-oriented, a great communicator, and comfortable driving change through influence. You will be interacting with senior leadership across the Northern Trust organization to define and implement Wealth Management priorities with clear expected outcomes. The individual will work with Product teams, Technology partners, thought leadership Practice representatives, as well as Wealth Management and Northern Trust executive leadership, to foster an innovative and integrated environment to optimize portfolio investment and performance.

Major Duties

• Manage and oversee multiple strategic processes including business case development, performance goal setting and management, and ROI/value realization framework
• Coordinate & facilitate governance forums where potential projects present business cases for investment consideration. Facilitate completion of business cases by requesting teams.
• Meet with WM leadership to gather, understand and maintain a future-focused initiative list to feed future QBRs and portfolio road mapping.
• Coordinate and help prepare materials for WM quarterly capital requests from the Enterprise
• Work with initiative owners across the portfolio to define overarching objectives & key results (OKRs). Actively maintain OKRs and create summary reporting, as needed.
• Collaborate with the other members of the Strategic Portfolio Management team to maintain portfolio roadmap, tracking status of dependencies and key risks across the Wealth Management portfolio, resolving key issues as well as keeping up-to-date capital & financial tracking
• Follow up with key stakeholders as needed and escalate potential issues to the Portfolio Manager. Create summary views of the project data as needed for various stakeholder needs.
• Demonstrate proactive and persistent approach to work while driving open items to completion consistently and independently.

Qualifications

Knowledge / Skills

• Highly flexible and adaptable to change
• Works well in ambiguity
• Action oriented
• Works well across a breadth of topics
• Proactive and self-motivated
• Experience with financial analysis
• Strong Excel and PowerPoint skills
• Demonstrates critical/strategic thinking ability
• Strong problem solving and analytical skills
• Excellent oral and written communication
• Executive communication abilities: ability to interface with all levels of the organization, including executive leadership
• Aware of Agile development methodologies, including MVP definition and product roadmap planning techniques
• Financial Services knowledge
• Strong organizational skills
• Independent worker
• Bravery – ask why

Experience Required

5-7+ years of experience comfortable with both tactical support and strategic thinking

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a 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 working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.