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Northern Trust

Head of Multi-asset Model Portfolios

Northern Trust, Schiller Park, Illinois, United States, 60176


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 worlds 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 worlds most sophisticated clients using leading technology and exceptional service. The Global asset allocation team is looking to hire a Head of Multi Asset Model Portfolios, dedicated to creating and managing model portfolios for the intermediary channel. NTAM believes that the multi-asset model portfolio solutions business represents a significant growth opportunity going forward (particularly investment models in the intermediary channel). Responsibilities: Help in formulating a comprehensive growth strategy for Northern Trusts Multi-asset model portfolio business. Work closely with the CIO of multi-asset and the investment team to create, deliver and manage multi-asset portfolios for the intermediary channel. Collaborate with the Intermediary distribution team and Product Specialist. Map firms asset allocation use to model portfolios. Establish mechanisms (e.g., approval procedures) for inclusion of proprietary strategies in open architecture models. Oversee model portfolio roll out and maintenance (e.g., rebalancing, implementation). Articulate the Go-To-Market strategy to succeed across prioritized opportunities. Develop narratives around new products, educate internal teams on model products, and create communication materials (i.e., factsheets). Create and deliver presentations for existing and prospective client portfolios. Assist in preparing quarterly reports and letters to clients. Manage client interactions and communications. Qualifications: Senior investment professional with 15 years of experience in portfolio management, asset allocation, and product innovation. Thought leader with a track record of success in building investment processes & products to execute growth opportunities. Experience managing blended (active/passive) model portfolios by implementing tactical allocation signals and fund selection such as taxable, tax-aware, and with liquid alternatives ranges. Experience prospecting large clients to expand business globally and build new model ranges for custom models incorporating tax-loss harvesting solutions, private markets, SMAs, and active ETFs. Experience: Three to six years of experience in an investment management environment. Advanced degree in finance, statistics, engineering, or hard science required. 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. Wed love to learn more about how your interests and experience could be a fit with one of the worlds 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 MyHRHelpntrs.com. We hope youre 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. J-18808-Ljbffr