Consultant, Client Implementation, OMN at Northern Trust

Chicago, Illinois, United States

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Excellent oral and written communication skills
Proficient in Microsoft Office applications and Bloomberg
Ability to manage multiple tasks simultaneously, with accuracy, and on-time
Excellent analytical, organizational, and problem-solving skills
Ability to work independently and collaboratively within a team environment
Client service focused
Knowledge of basic accounting principles and familiarity with financial markets and instruments
Highly flexible and adaptable to change
Bachelor's degree in Finance, Accounting, Economics or related field
2-5 years’ experience
Experience with Investment Management, Financial Services, Hedge Fund or Private Equity Funds, and/or project management preferred

Interact with client, the client’s service providers, OMN IT, and OMN shared services teams to onboard new clients
Support multiple implementation projects simultaneously
Work integrally with international partners to troubleshoot queries and provide feedback related to client implementation
Provide updates for weekly client meetings, including input for agendas, notes and takeaways
Support initiation and maintenance of all necessary project tracking documents
Leverage OMN proprietary tools, financial instruments knowledge, and accounting principles to onboard client’s portfolio into the proprietary OMN platform
Identify and communicate bespoke client requests and escalates to manager
Interface with internal and external IT to ensure client setup is completed timely and within the constraints of the internal control framework
Perform and document completion of internal controls
Support performing all implementation processes related to daily trade break resolution for financial products and transitioning activities to shared services teams prior to go live
Perform analysis of financial statements and supporting documents as part of portfolio data validation
Perform reconciliations to the source data to ensure the accuracy of data loaded into the OMN platform