Consultant, Investor Services, Integrated Portfolio Services; IPS

Position Title

Consultant, Investor Services – Integrated Portfolio Services (IPS)

Join Northern Trust’s Integrated Portfolio Services (IPS) team and play a key role in delivering exceptional service to hedge fund and alternative investment clients. As a Consultant, Investor Services, you will support critical investor lifecycle activities, including subscriptions, redemptions, investor reporting, AML/KYC reviews, and client servicing. This is an excellent opportunity for a detail‑oriented financial services professional who enjoys working in a fast‑paced, client‑focused environment and wants to develop deep expertise within alternative investments.

• Review and process investor subscription documentation, ensuring compliance with regulatory and fund requirements.
• Manage investor transactions, including subscriptions, redemptions, transfers, and capital activity reporting.
• Complete AML, KYC, and client verification reviews in accordance with internal policies and regulatory requirements.
• Prepare and issue investor statements, trade confirmations, and other investor reporting.
• Maintain investor records, share registers, and subscription bank account information.
• Partner with fund managers, investors, and internal teams to resolve inquiries and operational issues.
• Assist with investor audit requests and ongoing due diligence activities.
• Serve as a subject matter expert within Investor Services and provide guidance to junior team members.
• Identify opportunities for process improvements and contribute to enhancing the client experience.
• Handle complex client and operational matters with significant business impact.

• Strong understanding of investor onboarding, subscriptions, redemptions, and investor servicing activities.
• Excellent communication and relationship‑management skills.
• Strong attention to detail and ability to manage multiple priorities in a deadline‑driven environment.
• Proven analytical and problem‑solving abilities.
• Adaptable, collaborative, and committed to delivering exceptional client service.
• Proficiency with financial services systems and Microsoft Office applications.

• Minimum Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• Relevant industry experience within hedge funds, asset servicing, alternative investments, private markets, or fund administration.

• ACCA, CFA, or equivalent professional qualification.

Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. Northern Trust will not sponsor employment visas for this opportunity.

Northern Trust has a long history of equal opportunity for all employees and applicants. We do not discriminate on the basis of race, color, religion, national origin, gender, disability, age, sexual orientation, identity, or other protected status. All employment decisions are made in a non‑discriminatory manner in accordance with applicable laws and industry best practices.