Consultant, Investment Reporting

Job Title

Consultant – North America Client Reporting

The Consultant within the North America Client Reporting team plays a strategic role within the Northern Trust Asset Management COO organization, responsible for leading the design, governance, delivery, and continuous enhancement of client reporting solutions across North American Asset Management clients. The role combines deep investment reporting expertise with consulting, stakeholder management, and change leadership capabilities.

• Lead the development, governance, and delivery of client, fund, strategy, and regulatory reporting solutions.
• Serve as a trusted consultant to relationship management, client servicing, and investment teams on reporting requirements and strategy.
• Partner with stakeholders to define and implement scalable reporting frameworks that enhance client experience and support business growth.
• Act as a senior escalation point for complex reporting inquiries and reporting-related risk events.
• Build partnerships across Investments, Product, Client Service, Technology, Operations, Risk, Compliance, and the Chief Data Office.
• Translate complex investment insights into clear and meaningful client reporting content.
• Support client presentations, consultant requests, due diligence reviews, and RFP activities.
• Act as a subject matter expert for reporting infrastructure, data architecture, data lineage, and governance.
• Lead the design and implementation of reporting controls and data quality frameworks.
• Drive reporting modernization, automation, scalability, and operational efficiency initiatives.
• Champion continuous improvement initiatives that reduce risk and improve reporting quality.
• Provide leadership, coaching, and technical guidance to reporting analysts and junior team members.
• Lead strategic projects and transformation initiatives across the North America reporting function.

• Strong consultative mindset with the ability to influence stakeholders across multiple business functions.
• Excellent communication, presentation, and relationship‑building skills.
• Deep understanding of investment reporting, client reporting, and asset‑management operating models.
• Strong analytical, problem‑solving, and decision‑making capabilities.
• Demonstrated project management and change management experience.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Office applications.
• SQL and database experience preferred; experience with data pipelines and data warehouses.
• Experience with Aladdin, Eagle, or comparable investment management platforms (benefit).
• Knowledge of Power BI, Power Automate, Snowflake and reporting automation tools (highly desirable).

• 7+ years in Asset Management, Investment Reporting, Client Reporting, Performance Reporting, or related financial services disciplines.
• Demonstrated experience supporting North American institutional and intermediary clients from an operations perspective.
• Bachelor’s degree in Finance, Economics, Accounting, Business, Data Analytics, or related discipline.
• Strong knowledge of investment products, portfolio‑management principles, performance measurement, and industry regulations.
• Experience leading cross‑functional initiatives, reporting transformations, and process‑improvement programmes.
• Experience working with enterprise data environments, data warehouses, and reporting platforms (benefit).
• Experience mentoring, coaching, or leading junior professionals.
• CFA, CIPM, MBA, or equivalent professional designation (benefit).

$74,200 – $126,200 USD (base salary). The range is a good‑faith estimate of base pay.

Northern Trust provides a comprehensive benefits package including retirement benefits (401(k) and pension), health and welfare benefits (medical, dental, vision, spending accounts, and disability), paid time off, parental and caregiver leave, life and accident insurance, and other voluntary and well‑being benefits. A discretionary bonus program that may include an equity component is also available.

Northern Trust is committed to providing equal employment opportunities to all employees and applicants. The company does not discriminate on the basis of race, colour, religion, belief, nationality, ethnicity, gender, sexual orientation, disability, age, or any other characteristic protected by law. All employment decisions are made in a non‑discriminatory manner in accordance with applicable laws and codes of practice.