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About the Role
The Senior Investment Specialist is a key contributor to Northern Trust Asset Management, partnering with private client sales & distribution teams as a technical subject matter expert across fixed income markets. This role helps identify market themes and translate them into sales opportunities, investment guidance, and field support.
Responsibilities
- Serve as subject matter expert across fixed income markets, investment strategies, portfolio roles, and the competitive landscape.
- Distill complex market- and investment-related information into clear, easy-to-understand language, communications, talking points, and field guidance.
- Identify timely fixed income themes and opportunities based on market conditions, investor needs, sales priorities, and field feedback.
- Work closely with private client sales and distribution teams to understand advisor/client needs and help develop thoughtful portfolio solutions.
- Serve as a first-line fixed income resource for private client sales & distribution, including participating in advisor meetings, client events, conferences, and other field engagements.
- Leverage portfolio construction resources to support in-depth portfolio analysis.
- Collaborate with cross-divisional teams to commercialize market themes by aligning the investment story, relevant solutions, implementation considerations, competitive analysis, and developing training and field activation resources.
- Stay closely informed of market events, industry trends, competitor activity, and field needs.
- Guide, direct, and mentor other members of the broader team, as appropriate.
Requirements
- 10+ years of investment-related experience and relevant subject matter expertise in fixed income, ideally acquired through related work experience as an investment practitioner (e.g., portfolio manager, research analyst, trader).
- Strong knowledge of fixed income investment solutions and services.
- Strong investment acumen and analytical skills applicable to the capital markets.
- Proven team player with the ability to work well across multiple business channels.
- Excellent written and oral communication skills.
- Prior experience servicing investment advisors and/or financial intermediaries.
- Requisite FINRA securities license(s) preferred.
- Bachelor’s degree or higher.
- Candidates for CFA, CAIA, and/or attainment of said designations strongly preferred.
- Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Skills
- Fixed income markets
- Investment strategies
- Portfolio roles
- Competitive landscape
- Market analysis
- Investment solutions
- Capital markets
- Communication skills
Location
- US
Work Type
- Full-time
Experience Level
- Senior
- 10+ years
Education Level
- Bachelor's degree or higher
- CFA
- CAIA
Salary/Compensations
- $164,600 - $288,000 USD
Benefits
- Comprehensive benefits package
- 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
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
About the Company
- Northern Trust is a global leader in innovative wealth management, asset servicing, asset management and banking services.
- Founded in 1889, the company is guided by principles of Service, Expertise, and Integrity.
- With over 135 years of financial experience and over 24,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service.
- Northern Trust offers a flexible and collaborative work culture with a strong history of financial strength and stability.
- Movement within the organization is encouraged, senior leaders are accessible, and the company is committed to an inclusive workplace and assisting communities.
- Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of its culture.
Equal Opportunity
- Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.