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About the Role
As a Database and Content Specialist within NTAM’s global RFP function, the role supports client and consultant relationships through high-quality content and data management across multiple geographies. Working closely with Client Relationship Managers, Sales Specialists, Consultant Relations Directors, and global subject matter experts, the partner will manage and maintain information across eVestment and other third-party consultant databases, as well as maintain and enhance RFP content within the Qvidian platform. This is a globally integrated role, requiring close collaboration with stakeholders across regions and time zones. The successful candidate will bring a global mindset, strong attention to detail, and relevant experience managing RFP and consultant database content. Direct experience with NTAM’s platforms is highly valued; however, experience with other RFP and content management systems (such as RFPIO, Loopio, Dasseti, or similar tools) is considered transferable. The role involves receiving and processing monthly, quarterly, annual, and ad hoc data requests, ensuring the accuracy, consistency, and timeliness of firm and product information across multiple consultant database platforms. The specialist will collaborate extensively with cross-functional teams—including Client Reporting, Compliance, Performance Attribution, Client Portfolio Management, Risk, and Technology—to maintain comprehensive and uptodate profiles within thirdparty consultant databases and Qvidian, NTAM’s global RFP content library.
Responsibilities
- Respond to, coordinate, and assemble information for regular consultant database updates to support consultant and client relationships using Evestment and Omni Complete and other third-party platforms.
- Add value to global database and content management processes by proactively liaising with Subject Matter Experts (SMEs), following up as needed to ensure completeness, consistency, and accuracy of responses.
- Assist the content manager in maintaining the RFP database (Qvidian) by engaging with SMEs, flagging outdated or expired content, and ensuring consistency across all submissions and platforms.
- Partner with cross-functional teams globally to ensure firm-level and product-level information remains accurate, current, and aligned across consultant databases and RFP responses.
Requirements
- College degree required, preferably in finance or economics.
- 1-3 years of experience in financial services; experience in asset management is preferred.
- Experience with RFP and consultant database platforms is key.
- General knowledge of equity and fixed income investment concepts.
- Ability to multitask and manage conflicting priorities and workflows within a fast-paced, globally distributed environment.
- Strong analytical, organizational, and quality-control skills, with high attention to detail.
- Excellent time management and communication skills, with the confidence to engage proactively with global stakeholders.
- Experience with Microsoft Office products (Word, Excel, and Teams).
Skills
- Evestment
- Omni Complete
- Qvidian
- RFPIO
- Loopio
- DASSA/TI Diligence
- Microsoft Office
- Excel
- Teams
- Word
Location
- Chicago, Illinois
- London, UK
Work Type
- Globally integrated role
Experience Level
- 1-3 years
Education Level
- College degree
About the Company
- 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 world’s 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 world’s most sophisticated clients using leading technology and exceptional service.
Equal Opportunity
- Northern 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 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.