Senior Client Investment Officer

The Northern Trust Company (Ticker Symbol: NTRS) is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking solutions to corporations, institutions and affluent individuals. For more than 120 years, Northern Trust has evolved with the changing needs of its clients across the globe. Northern Trust's broad array of index, quantitative, active and manager-of-manager products combined with world class asset servicing capabilities allows the firm to develop and implement customized investment solutions. With more than 85 offices in the U.S., Europe and Asia, the firm oversees more than $960B AUM.
Outsourced Chief Investment Officer (OCIO) business offers world-class investment management combined with program oversight, manager research, customized program design, global custody and client servicing. With approximately $110B AUM, OCIO serves a global client base including: corporate pension and retirement plans, foundations, endowments, healthcare organizations and government, family office/multi-family office, not-for-profit and public funds.
After carefully defining a client's return objective and risk tolerance, the OCIO team builds a customized multi-manager investment program diversified across multiple asset classes, multiple managers and multiple styles. The result is a comprehensive investment program that increases the probability of achieving a client's investment objectives over the long-term, while seeking to minimize risk and volatility of returns over the short-term. The integrated suite of investment solutions includes: actuarial services, asset/liability studies, cash flow analysis, investment policy design, asset allocation, investment manager research and selection, program construction, program monitoring and evaluation, portfolio rebalancing, performance measurement, risk management, defined benefit and defined contribution plan management, trust and custody services, and credit services.
The Senior Client Investment Officer is responsible for developing investment solutions and servicing key relationships within the Retirement segment. The Senior Client Investment Officer will work closely with company staff which may include corporate Treasurers, CFO and senior human resources personnel on the creation, implementation, and oversight of complex, multi-asset class, multi-manager investment programs. Services range from investment policy and asset allocation through open architecture manager search, selection and oversight, portfolio construction, implementation and continuous improvement across traditional and alternative investment strategies.
Specific Responsibilities:
Providing clients with investment program solutions advisory services, developing an understanding of clients' unique needs and coordinating the design, implementation and monitoring of a customized, open architecture, investment program across traditional and alternative investments to meet those needs.
Communicate with clients and internal team members on a regular basis, anticipating and responding to issues and developments, researching issues and opportunities, developing new ideas, and discussing investment program solutions capabilities.
Coordination of asset allocation, rebalancing, manager search, portfolio construction and similar analytical exercises working closely with internal teams and team members.
Coordination with dedicated pension risk strategists to build appropriate strategies for clients.
Interpret economic, market and business information in order to recognize, understand and communicate market environment.
Assist in new product development and marketing. Work with product, research, and marketing to develop and identify new investment ideas or opportunities.
Involved in on-going marketing of our services and business development efforts
Cross sell or refer company products and services to existing clients, when appropriate.
Proactively advise partners of issues that may affect clients/prospects in either a positive or negative way.
Display a high level of teamwork toward achieving business unit and team goals. Be a positive influence in the group.
A minimum of 10 years of investment expertise including extensive experience with retirement plans, asset allocation and a variety of investment strategies.
Ideal recent experience as CIO or senior member of team responsible for a retirement plan, head of an asset class or senior institutional investment consultant.
Extensive knowledge regarding traditional and alternative investments in an open-architecture framework, as well as related issues that affect investments (economy, markets, finance).
Proven success developing and delivering integrated investment services to sophisticated clients.
Ability to communicate complex investment solutions to a variety of constituents with varying levels of investment knowledge.
Technology orientation and proficiency is required to coordinate analysis of client portfolios and recommendations for improvements.
Written and interpersonal presentation skills are important for ongoing client interaction, team engagement and new business participation.
MBA/CFA/CAIA/CIMA or other relevant investment credentials preferred.
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world's most-sophisticated clients ? from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of September 30, 2018, Northern Trust Corporation had:
$10.8 trillion in assets under custody/administration
$8.2 trillion in assets under custody
$1.2 trillion in assets under management
$132 billion in banking assets

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