Portfolio Analyst

About Northern Trust

Northern Trust is a Fortune 500 financial institution operating since 1889, serving sophisticated clients worldwide.

The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi‑asset investment strategies across institutional and high‑net‑worth client portfolios. This individual will work closely with portfolio managers, quantitative researchers, and risk teams to translate research insights into scalable, compliant, and efficient portfolio outcomes across a broad multi‑asset platform.

• Portfolio Implementation & Execution:
  Lead the implementation of research‑driven investment ideas across institutional and high‑net‑worth client accounts. Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across multiple asset classes.
• Portfolio Monitoring & Risk Oversight:
  Monitor portfolio allocations, exposures, and risk metrics; proactively identify and elevate risks or implementation issues. Assist in day‑to‑day portfolio management across the broader multi‑asset platform, ensuring alignment with stated objectives and constraints.
• Research & Investment Support:
  Conduct multi‑asset research projects to identify new investment ideas, asset allocation themes, and risk management enhancements. Translate qualitative and quantitative research insights into actionable portfolio recommendations.
• Process Improvement & Technology
  
  Collaboration:
  
  Collaborate with quantitative researchers and investment technology teams to enhance trading, implementation, and portfolio monitoring processes. Contribute to continuous improvement of tools, workflows, and data infrastructure supporting the investment process.
• Governance, Compliance & Client Stewardship:
  Work closely with Legal and Compliance to ensure adherence to all regulatory, contractual, and fiduciary requirements related to client portfolios, investment processes, and reporting. Support new product launches by providing subject‑matter expertise on portfolio construction, implementation feasibility, and operational readiness.
• Independent Ownership & Expertise:
  Operate independently with in‑depth knowledge of the multi‑asset investment platform and business unit. Serve as a subject‑area expert, providing comprehensive analysis and guidance to stakeholders across investments, risk, sales, and product teams.

• Strong understanding of strategic and tactical asset allocation, portfolio construction, and multi‑asset risk management.
• Excellent analytical skills with the ability to synthesize qualitative judgment and quantitative analysis into clear investment recommendations.
• Programming proficiency in Python and SQL.
• Familiarity with institutional investment and data platforms such as Aladdin, Databricks, Snowflake, Bloomberg, and ArcherIMS.
• Strong communication skills and ability to collaborate across investment, technology, and control functions.

• Minimum 4+ years of relevant industry experience, preferably within a multi‑asset, fixed income or equity portfolio analyst, implementation, or investment strategy role.
• Graduate degree in Financial Engineering, Finance, Economics, or a related quantitative field.
• Experience supporting institutional or high‑net‑worth client portfolios strongly preferred.

Salary Range: $114, USD

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.