Job Summary

Northern Trust Asset Management (NTAM) is an investment management firm with over a trillion dollars entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.

This Consultant role is responsible for ensuring a successful client onboarding experience for NTAM Clients and their relationship managers. This person will assist in resolving data related issues to meet our Service Level Agreements, in addition to data analysis and identification of strategic solutions to improve the overall lifecycle. The role will work with, Sales, Relationship, Product and Investment Operations partners to improve processes and Technology partners to implement infrastructure enhancements.

Responsibilities

- Manage account and client creation across investment, accounting and performance book of record platforms, enabling the investments process.
- Partnering with Clients, Relationship Management, Legal, Product and Investment Operations to manage both easy and complex onboardings in a project-management fashion.
- Own and drive quality, integrity and validation of records in a data-driven environment with excellence.
- Represent ownership and understanding of downstream data consumer needs to drive excellence in execution across all operational and business teams.
- Collaborate with teams throughout the firm to assist in data analysis and problem resolution.
- Daily interaction, tracking, issue escalation, and resolution with internal and external partners including Global Custodians, Fund Accountants, Trading Counterparties, other service providers and vendors to catalyze the investments process.
- Work in partnership with NTAM operational leaders, peers and technology to achieve scale and operational excellence while mitigating business and regulatory risk and losses.




- Actively participate in the continual improvement of our client experience by collaborating with technology, investment operations, and client servicing teams.
- Assist in the development of a robust governance and control framework.
- Help drive initiatives to strengthen NTAM's first line of defense, instilling a culture of continuous improvement of policy and procedure to reduce operational risk.

Necessary Knowledge and Skills

- Understanding of the investment management business, multiple asset classes, and investment/financial technology systems within an Asset Management setting.
- Enthusiasm for analytics, data, client onboarding, and investment products; Effective problem-solving, collaboration, and consensus-building abilities.
- Strong relationship-building and teamwork skills; a solid collaborator with experience leading initiatives across multiple groups and stakeholders.
- Excellent communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade audiences across departments.
- Experience driving digital and automation-focused transformation for improved control and efficiency.
- Adaptability and flexibility to thrive in a constantly changing environment with shifting business priorities.
- Global perspective with sensitivity and awareness of social and cultural differences.

Necessary Experience and Education

- 24 months as Consultant.
- 8 years plus experience in operational or service roles within the financial services industry, with expertise in client onboarding and/or client servicing; Asset Management experience strongly preferred.
- Strong performance in complex project management, lateral collegial

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 NTAM Invest Ops Sr Consultant (Bengaluru)
🏢 Northern Trust
📍 Bengaluru