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Investor Relations Analyst, 50 South - R121964

at Northern Trust Company in Chicago, Illinois, United States

Job Description

About Northern Trust:

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.

Role Summary

The Analyst will be responsible for working closely with Investor Relations Partners and Product Management to assist in preparing investor presentations, performing monthly and quarterly fund performance updates, responding to investor and internal partner requests, managing quarterly investor calls, and learning details on 50 South Capital's hedge fund, private equity, and private credit offerings.

The position will work closely with the investment teams, the funds' service providers, Administrators, and internal Northern Trust sales channels.

Primary Duties and Responsibilities

  • Support senior investor relations staff in creating strategy commentary, maintaining investor presentations, and managing the process of quarterly client calls
  • Lead efforts to manage key constituent databases within the investment consultant space
  • Assist in creation and development of alterative investment commentary related to both strategy and market views
  • Ability to multi-task and operate within a large organization. The candidate must be well organized, detail oriented and disciplined in approach to completing time sensitive responsibilities
  • High level of integrity and character, and strives to share with the team in the successes of the organization
  • Will report to a team of senior staff to acquire and develop knowledge of the fund of fund business and client communication



Necessary Knowledge and Skills

  • Self-starter with high attention to detail
  • Ability to work effectively within a collegial, team environment
  • Highly responsive and strong desire to work in the best interest of the internal partners and clients
  • High level of intellectual curiosity and desire to continually learn about the alternatives industry
  • Strong communication skills, both written and orally
  • Ability to prioritize workload and shift attention among changing tasks
  • Proficient with Excel, creating and editing presentations in PowerPoint, and working with Compliance for approval



Necessary Experience and Education

  • A College or University degree and/or relevant proven work experience is required.
  • The ideal candidate for this position will have previous experience serving in a product management or client servicing and support role for the sale of investment products or services.
  • Experience with/ understanding of fund structures, and private equity and hedge fund strategies.



Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how...

Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

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Job Posting: 11935250

Posted On: May 29, 2024

Updated On: Jun 28, 2024

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