Principal Responsibilities:

In addition to management duties above, the individual is responsible for :

- Provides clients with the most complex performance / Compliance/Risk analysis services to evaluate the performance of various investment vehicles in the client's plans/funds and Monitor the Guidelines for the Investments managers and review the breaches with the clients/

- Engage in frequent client communication via conference call and email

- Be a relationship driver for clients

- Collaborates with the wider analyst teams and delegate tasks appropriately to ensure deadlines are met

- Provide client demos and training of IRAS products via Web-ex eg Radar, CAR

- Work with global IRAS management and IRAS Product to improve client service, quality of information, and close product gaps by educating clients about new and enhanced tools.

- Liaise with GCS and Index teams to ensure reporting and index needs are handled in line with IRAS best practices

- Effectively manage expenses and focus on revenue-generating activities; understand client profitability and liaise internally to ensure accurate billing.

- Present on full portfolio of clients focusing on actual margin, revenue situation and drivers

- Participate in global management team, representing the region to regularly propose solutions and/or suggestions to improve level of client service

- Maintain strong working relationship with internal support groups across the practice and provide SME input into strategic plans

Knowledge & Skills :

The candidate should possess the following skills:

- Strong organizational, written, and verbal client servicing skills required. Must have excellent time management and multi-tasking skills

- Ability to multitask, meet deadlines, adapt to change, and willing to overcome obstacles to accomplish goal.

- Experience with industry vended compliance monitoring systems such as Charles River, Bloomberg POMS, RCB Dexia, etc. and/or Mutual Fund Compliance and Risk Monitoring experience is a plus. Knowledge/experience with PACE, Custom Hierarchy, RADAR, Data Direct, and Integrated Reporting is a must

- In-depth knowledge of capital markets. Understanding of financial concepts, rate of return calculations, and awareness of investment types across multiple asset classes

- Independent self-starter with an excellence in execution while ability to thrive in a collaborative team environment; possess excellent interpersonal skills to liaise with IRAS product and non-IRAS business partners

- Must be a critical thinker with excellent communication skills for presenting, listening, and writing functions. Strong presentation skills with ability to explain complex ideas at a high level

- Understanding of how a client's data flows through Northern Trust systems is preferred

- Ability to problem-solve

- Ability to develop and evaluate solutions while planning and prioritizing client activities to manage relationships effectively.

- Ability to proactively determine client needs or issues by asking insightful questions and developing the client relationship

- Ability to partner with others to help deliver solutions to client

- Ability to effectively manage client and business partner expectations

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