About the Role
The Associate Portfolio Manager supports Portfolio Managers in portfolio construction, implementation, monitoring, and investment research. The role combines investment analysis, quantitative research, technology, and AI innovation to enhance investment decision-making and portfolio outcomes.
Responsibilities
- Support Portfolio Managers in managing fixed income portfolios and implementing investment strategies.
- Monitor portfolio performance, risk exposures, and market developments.
- Analyze economic, market, and company information to support investment decisions.
- Develop quantitative models and perform data analysis to identify opportunities and risks.
- Build and maintain analytical tools, dashboards, and automated workflows.
- Utilize Python, SQL, and other programming languages to improve investment processes.
- Design and develop AI-powered tools and agents to support research, portfolio monitoring, reporting, and operational efficiency.
- Assist in the preparation of client presentations, investment reports, and internal materials.
- Continuously identify opportunities to improve investment processes through technology and innovation.
Requirements
- University degree in Finance, Economics, Mathematics, Statistics, Computer Science, Engineering, or a related quantitative discipline.
- Relevant experience in investments, quantitative research, data analytics, financial technology, or portfolio management is preferred.
- Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment.
- Northern Trust is unable to provide visa sponsorship for this role.
Skills
- Strong analytical and quantitative skills.
- Proficiency in Python and data analysis; experience with SQL, APIs, and automation tools preferred.
- Demonstrated ability to develop technology solutions and AI-enabled workflows.
- Understanding of financial markets, portfolio management, and investment research.
- Strong problem-solving capabilities with an innovative mindset.
- Excellent attention to detail, organization, and time management.
- Strong written and verbal communication skills.
- Curious, self-motivated, and eager to learn new technologies and investment concepts.
- Portfolio Management
- Quantitative Research
- Python Programming
- Data Analytics
- Artificial Intelligence
- Agent Development
- Automation
- Fixed Income Markets
- Problem Solving
- Innovation
Location
- United Kingdom
Work Type
- Full-time
Experience Level
- Associate
Education Level
- University degree
About the Company
- 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.
- Northern Trust Asset Management (NTAM) is an over a trillion dollar investment management firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.
- 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.
Equal Opportunity
- 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.
