L92 Investment Associate - Investment Management

L92 Investment Associate - Investment Management

01 Feb
Northern Trust Corporation

01 Feb

Northern Trust Corporation


Who we are

Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families. For more than 130 years, our success has been anchored in one purpose: to serve as our clients’ most trusted financial partner, guarding and growing their assets as though they are our own. Our market-leading technological capabilities—spanning from artificial intelligence for currency management, blockchain for fund administration and cloud-based solutions to deliver personalized wealth management services—allow us to deliver the highest level of service to our clients with speed and precision.

What we do

As a leading global investment management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors. With our long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients. Our comprehensive asset class offering includes passive, quantitative active, fundamental active and multi-asset class solutions that are available in a variety of global investment vehicles.

Northern Trust is proud to serve the Australian community with global capabilities, meaningful insights and exceptional service. Institutional clients across Asia Pacific have relied on Northern Trust for effective solutions and ethical guidance across asset servicing and asset management since 1986.

Role Summary

As part of the Australian Asset Management team, this role is responsible for providing exceptional client serving to existing clients and assisting the business grow by contributing to business development efforts. This role is ideal for an individual who has a passion for working with clients & prospects, looking to build on their existing knowledge of investment solutions in a collaborative team environment.

This role will report to the Team Leader - Relationship Management. This role provides a career path into Relationship Management, Junior Sales Manager or Investment Research and client solutions manager

What you will do

1. Managing and responding to client queries in a timely and professional manner

2. Working with internal teams to resolve any operational issues, highlighting to the client where necessary and escalating any potential risks to the business

3. Managing changes to the client documentation i.e. changes to Investment Management Agreements

4. Working closely with the sales team to support business development efforts by completing competitor analysis, research on prospects, helping to put together sales presentations and assistance with RFPs

5. Build and maintain strong relationships with clients and make sure the rest of the team is adequately briefed on the relevant client activity

6. Proactively communicating and interacting with clients to arrange periodic client reviews and other meetings as required

7. Update and maintain relationships/contacts in the sales database (SalesForce)

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