Consultant, Investment Reporting

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role Summary

The Consultant role within the North America Client Reporting team plays a strategic role within the Northern Trust Asset Management COO organization, responsible for leading the design, governance, delivery, and continuous enhancement of client reporting solutions across North American Asset Management clients. Acting as a trusted advisor to investment teams, client servicing, product management, technology, operations, and data management functions, this individual ensures the delivery of high-quality, insightful, and scalable reporting solutions that support client retention, business growth, and regulatory requirements.

The role combines deep investment reporting expertise with consulting, stakeholder management, and change leadership capabilities. The Consultant role serves as a subject matter expert for reporting capabilities, data governance, reporting infrastructure, and client insight delivery across equities, fixed income, multi-asset, alternatives, and ESG solutions.

This position is instrumental in shaping NTAM’s North America reporting strategy, driving operational excellence, enhancing client experience, and ensuring that reporting capabilities effectively communicate the firm's investment expertise and value proposition.

Primary Duties and Responsibilities

• Lead the development, governance, and delivery of client, fund, strategy, and regulatory reporting solutions supporting North American institutional and intermediary clients.

• Serve as a trusted consultant to relationship management, client servicing, and investment teams on reporting requirements and reporting strategy.

• Partner with stakeholders to define and implement scalable reporting frameworks that enhance client experience and support business growth.

• Act as a senior escalation point for complex reporting inquiries and reporting-related risk events.

• Build partnerships across Investments, Product, Client Service, Technology, Operations, Risk, Compliance, and the Chief Data Office, driving a clear change agenda and interfacing routinely, both in person and digitally.

• Translate complex investment insights into clear and meaningful client reporting content.

• Support client presentations, consultant requests, due diligence reviews, and RFP activities.

• Act as a subject matter expert for reporting infrastructure, data architecture, data lineage, and governance.

• Lead the design and implementation of reporting controls and data quality frameworks.

• Drive reporting modernization, automation, scalability, and operational efficiency initiatives.

• Champion continuous improvement initiatives that reduce risk and improve reporting quality.

• Provide leadership, coaching, and technical guidance to reporting analysts and junior team members.

• Lead strategic projects and transformation initiatives across the North America reporting function.

Required Knowledge, Skills, and Competencies

• Strong consultative mindset with the ability to influence stakeholders across multiple business functions.

• Excellent communication and presentation skills with evidencable history of relationship building and managing upwards effectively.

• Deep understanding of investment reporting, client reporting, and asset management operating models.

• Strong analytical, problem-solving, and decision-making capabilities.

• Demonstrated project management and change management experience.

• Advanced proficiency in Microsoft Excel, PowerPoint, and Office applications.

• SQL, data analysis capabilities, database structure and data pipeline experience preferred.

• Experience with Aladdin, Eagle, or comparable investment management platforms a benefit.

• Knowledge and examples of Power BI, Power Automate, Snowflake and reporting automation tools is highly desirable.

Required Experience and Education

• 7+ years of experience in Asset Management, Investment Reporting, Client Reporting, Performance Reporting, or related financial services disciplines.

• Demonstrated experience supporting North American institutional and intermediary clients from an operations perspective.

• Bachelor’s degree required in Finance, Economics, Accounting, Business, Data Analytics, or related discipline.

• Strong knowledge of investment products, portfolio management principles, performance measurement, and industry regulations.

• Experience leading cross-functional initiatives, reporting transformations, and process improvement programmes preferred.

• Experience working with enterprise data environments, data warehouses, and reporting platforms a benefit to the applicant.

• Experience mentoring, coaching, or leading junior professionals.

• CFA, CIPM, MBA, or equivalent professional designation would also benefit the applicant.

Salary Range:

$74,200 - 126,200 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

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 applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.