Strategic Portfolio Specialist - Wealth Management at Northern Trust

Chicago, Illinois, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

Minimum 8 years of experience, comfortable with both tactical support and strategic thinking
Proven ability to translate financial and data analysis into actionable recommendations for business leaders
Advanced proficiency in Excel and PowerPoint
Excellent oral and written communication skills, including the ability to create effective presentations with data
Demonstrated ability to communicate complex analysis to senior leadership and influence decision-making
Comfortable navigating ambiguity and driving change in a dynamic environment
Demonstrates initiative and ownership in delivering results
Strong administrative and organizational skills
Highly flexible and adaptable to change
Proactive and self-motivated; able to drive open items to completion independently
Ability to work both independently and collaboratively within cross-functional teams
Strong critical and strategic thinking, problem-solving, and analytical skills
Experience building relationships with stakeholders at all levels, including executive leadership
Awareness of Agile project management and development methodologies, including MVP definition and product roadmap planning techniques (recommended)
Knowledge of Financial Services industry (recommended)

Responsibilities

Lead and improve strategic processes for developing, presenting, and reporting financial and operational analysis
Create and deliver analysis and presentations that distill complex data into actionable insights for senior leaders, both regularly and as needed
Develop and maintain portfolio reporting to provide transparency and support decision-making across Wealth Management
Develop advanced financial models, scenario analyses, and executive-level reports
Mentor junior team members and foster collaboration across SPM, Product, and Technology partners
Drive change management by proactively resolving issues and championing accountability
Build trusted relationships with Wealth Management leadership to ensure alignment and transparency

Skills

Key technologies and capabilities for this role

Financial ModelingScenario AnalysisPortfolio ReportingData AnalysisExecutive PresentationsStrategic PlanningGovernanceCapital ManagementOperational Analysis

Questions & Answers

Common questions about this position

What experience level is required for the Strategic Portfolio Specialist role?

Minimum 8 years of experience is required, with comfort in both tactical support and strategic thinking.

What are the key technical skills needed for this position?

Advanced proficiency in Excel and PowerPoint is required, along with the ability to develop advanced financial models and scenario analyses.

What communication skills are essential for this role?

Excellent oral and written communication skills are needed, including the ability to create effective presentations with data and communicate complex analysis to senior leadership.

What is the salary or compensation for this position?

This information is not specified in the job description.

Is this role remote or does it require office presence?

This information is not specified in the job description.