Job Title

Senior Investment Perf Analyst page is loadedSenior Investment Perf AnalystApply locations Melbourne, Australia time type Full time posted on Posted 2 Days Ago time left to apply End Date: July 2, 2025 (27 days left to apply) job requisition id R141865About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the worlds most sophisticated clients using leading technology and exceptional service.Role SummaryInvestment Risk and Analytical Services (IRAS) provides Investment Performance and Risk Measurement reporting and analysis, Compliance Guideline Monitoring, and Private Markets reporting and analysis across the Superannuation Funds, Foundations and Endowments, Wealth Management, Global Family Office and Sovereign Wealth Funds client segments. IRAS utilizes a suite of proprietary reporting applications to deliver a broad range of investment analysis from rates of return and asset allocation reporting to benchmark comparisons and attribution analysis. This analysis supports the evaluation, measurement and decision-making process of key constituents. IRAS works in tandem with multiple operational and client service focused groups across Northern Trust.The Senior Investment Performance Analyst uses specific knowledge of the investment analytics and client-servicing disciplines to achieve goals through own work. You will use expertise to provide guidance to others as a project manager or consultantThis role will report into Head of Total Portfolio Solutions -APACWhat you will doConsulting with the client base to solve problems in straightforward situations along with oversight of client periodic reportingAnalyzes possible solutions using technical experience and judgment and precedentsIdentifies and implements process improvementsImpacts quality of own work and the work of others on the teamWorks within guidelines and policiesIndependently manages the allocated client relationships who subscribe to performance servicesRemainder of client allocation is in supporting senior partners on clients of varying complexity, (independently evaluating and responding to client inquiries, determining service requirements, providing training, producing client reporting, and helping clients interpret financial metrics to understand the impact of their investment decisions)Works with internal operations and client servicing partners to problem solve client issues and requests to ensure accuracy and timeliness of all information provided to clientsIndependently produces custom reporting, and executes client projects with limited oversightProvide data quality oversight, assistance with prioritization of work, and mentorship to less tenured team membersLead client projects and provide solutions to client requestsAssist management with strategic projects and initiativesYour Knowledge/Skills6-10 years of relevant experience in investment analysis or trust-investment related background, investments operations, client-servicing, or transferable experience from a related field, typically gained through experience as an IRAS AssociateAbility to explain complex information to others in straightforward situations, including client interactionsExcellent business judgment is required in order to quickly assess a situation and proactively develop solutions to complex client needsUse of Microsoft Office tools, advanced Excel skillsStrong organizational, written, and verbal client servicing skillsExcellent time management and multi-tasking skillsBachelors degree, preferably in business, finance, technology or related fieldHighly DesirableInterest in, or progress towards CFA, CIPM, CAIA or other investments-related professional designationExposure to Northern Trust or third party financial softwareWorking with Us:As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodationNorthern 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 at MyHRHelp@ntrs.com .We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.About UsLooking for greater?You found it.A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons weve been named one of the worlds most admired companies.Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.Equal Employment Opportunity StatementsAPAC/INDIA EEO STATEMENTIt is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.EMEA EEO STATEMENTIt is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.USA EEO STATEMENTIt is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual''s age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. #J-18808-Ljbffr