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Job Listings
Performance Analysts
- Investment Performance and Attribution
Analyst - Northern Trust
The Investment Performance & Attribution Analyst will
be responsible for calculating portfolio returns and attribution,
composite returns, and generating client performance statements
on a monthly and quarterly basis. This position requires performance
measurement experience and demonstrated knowledge of attribution
methodologies across equity, fixed, and balanced portfolios.
Performance Analysis Supervisors and Managers
- Analytical Client Services Manager
Responsible for managing an analytical products, client servicing
unit. Establishes performance standards for the unit, performance
management, hiring, training. Provides leadership and guidance
to staff, fostering an environment which encourages employee
participation, teamwork, and communication.
- Senior Performance Specialist -
Systems & Data Management
Individual will be a senior member of the benchmark creation
and maintenance team. He/she will assist the group interpreting
and setting up new custom benchmarks; research market data queries
& fully understanding index characteristics; and validating
the monthly benchmark collection process. This person is expected
to quickly learn and master the performance system (Eagle PACE);
he/she will work close to technology enhancing the system and
developing new reports and procedures. This individual will
therefore be able to speak to and understand technical concepts
related to database structure and code developing. Additionally
this person will be assigned projects by senior staff and will
be expected to work independently under minor supervision.
Along with the responsibilities and competencies specified below,
we are looking for an individual who possesses a positive, active-oriented
attitude and understand the importance of taking initiative
within a team environment.Performance Consultants
- Canadian Medical Protective Association
- Manager, Portfolio Accounting and Reporting
Reporting to the Senior Portfolio Manager, the Manager, Portfolio
Accounting & Reporting is a chartered accountant responsible
for the efficient and effective operation of all investments
related "back office" duties. This includes ownership
of all accounting functions for public and private investments,
reconciliations between money managers, the custodian, internal
reporting solutions and the corporate accounting system, and
all reporting packages (monthly, quarterly, annually, private
and public). Given the complexities of some instruments or strategies,
the incumbent will, in addition, be tasked with establishing
suitable risk monitoring tools to produce a continually evolving
risk reporting package. The Manager, Investment Accounting and
Reporting will oversee the confirmation process for all internal
transactions and portfolio return calculations, while ensuring
that Portfolio and mandate constraints are within the set limits
of the SIP&G. The incumbent will be responsible for all
preparatory work in support of the annual external audit of
the Investment assets and transactions, and will be the Investment
Section's key contact with the Operational Accounting Section
and the external auditors in this regard. The incumbent is also
responsible for researching and addressing all tax-related initiatives
(US filings, non-resident trust legislation, GST rebate, etc).
Performance Consultants
- Northern Trust
- Senior Consultant, Investment Performance
Provides clients with performance analysis services to evaluate
the performance of the plan/fund's investment program. Oversees
the implementation of new performance analysis products for
clients. Prepares client reports with investment return analysis.
Assures quality of data for clients and partners. Interprets
written material in order to understand market trends. Interfaces
with clients and partners to determine service requirements.
Active participant on the client service team.
- Performance Reporting Business Analyst
- Wachovia
This position will primarily involve business analysis as
part of the Performance Reporting Strategy team within the Strategic
Solutions Group (SSG).
- Northern Trust
- Senior Consultant, Investment Performance (2)
Responsible for providing the client with the most complex
performance analysis services to evaluate the performance of
various investment vehicles in the client's pension plans. Oversees
the development and implementation of new performance analysis
products for clients. Provides consulting expertise by leading
marketing and sales support efforts for clients and internal
partners.
- Northern Trust - 026455 - Senior Product
Developer
• Understand and solve complex investment performance
issues identified by IRAS clients. Initially, this will focus
on integrated reporting, but will expand quickly to other IRAS
reporting products
• Prepare written documentation to support new product
initiative goals including following Northern's SDLC methodology
• Work closely with systems partners to help build solid
technical solutions for our clients
• Establish oneself as the local technical IRAS expert,
providing documentation and training material to IRAS partners
and supporting consultants in client meetings or sales staff
in new client presentations.
• Research competitors and systems' service offerings in
performance and risk analysis and provide management with regular
updates and reports on where Northern Trust is positioned strategically.
• Provide regular status reports to management highlighting
any successes/challenges
- Northern Trust - 027315 - Sr. Institutional
Trust Product Manager
• To understand and solve complex investment performance
issues identified within the IRAS global business functions,
by the Product team or directly by clients. Initially, this
will focus around fixed income attribution delivery and implementation,
but will expand quickly to other IRAS product offerings.
• Establish oneself as the local technical IRAS expert,
providing documentation and training material to IRAS partners
and supporting consultants in client meetings or sales staff
in new client presentations.
• Research competitors and systems' service offerings in
fixed income attribution and risk analysis and provide management
with regular updates and reports on where Northern Trust is
positioned strategically.
• Prepare written documentation to support new product
initiative goals with justification for project expenditures.
• Support product managers with requirement gathering,
business testing and business implementation for new product
offerings
• To work closely with systems partners to help build solid
technical solutions for our clients
• Provide regular status reports to management highlighting
any successes/challenges
• To represent Northern Trust in investment performance
related conferences
- Northern Trust - 026615 Senior Consultant
Investment Performance
As a Senior Investment Performance Consultant you will
be responsible for providing ultra high net worth clients and
family office clients with complex performance analysis services
to evaluate the performance of various investment vehicles in
their personal investment portfolios. You will also develop
and make client presentations explaining the bank's performance
analysis services, communicate new products, determine client
reporting needs and actively participate in new business sales
presentations to prospective clients.
Marketing Professionals
Attribution Specialist
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